Managing your family's legacy and wealth has never been easier.

Capture and manage all your parents' social and financial capital to continue your family legacy.

7 Day Free Trial. No Credit Card Required

What is EP99?

An easy-to-use and secure tool for Estate Planning for the non-financially but socially wealthy people. Like you and most wealthy people get the banks support to manage their estate. But not the average hardworking earner. Like your parents. EP99 is here to enable capture your family’s coach and and financial capital. Social because that’s what makes up true wealth for our parent’s generation.

Feature

Step by step coach

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Feature

For everybody

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“By using EP99 I was able to connect with my parents in important topics such as inheritance, and help them create an Estate Plan in a matter of hours.”

Cassandra

EP99 Customer | Caregiver

How it works?

Find some time to work with your parents to capture the information. Go on a "Legacy Date" and have a conversation. Come in and fill the info in here.

1. Sit down with your parents

Find a time to sit down (virtually is ok) to discuss money and mortality with your parents. Scribe and record all the information using EP99.

2. Fill out self guided forms

The tool acts as a repository and supports you in:

Calculating the value of their financial assets
Understanding the tax laws that impact your parents assets
Storing these assets in one single location for assessment by the experts that are assigned to steward you and your parents' through what would normally be a complex process
Assign the assets and decision making authority to the appropriate beneficiaries and designates legally
Update the plan at the frequency that is necessary to ensure it adapts to your parents' situation.

3. Share with vetted lawyers

It's free to use for you but lawyers pay us for the opportunity to be selected to provide you service. We vet the lawyers before sharing them with you. These lawyers are able to give tax and legal advice based on the state the assets are in.

Help your parents build a Estate Plan in less than 2 hours and for free.

Build Legacy

7 Day Free Trial. No Credit Card Required