See a Planner

Our EPC Estate Planners can offer you a complimentary 40 minute, no-obligation consultation. These sessions are very useful for you to discover the priorities in your unique situations and how your concerns about your estate can be addressed.

What Our Planners Know

To become an EPC Estate Planner, an individual has to have the requisite background of education and experience, as well as go through required training with tests in order to become certified. The typical requirements that our planners possess include:

  • A university or diploma qualification or background in law, accounting or financial services.
  • At least 4 years’ of working experience.
  • Attend compulsory classes in Wills and Trust law, fact finding and taking instructions, and marketing.

Become a Planner

Contact us for more information.