Wills and living trust support
Coordinate client-directed planning documents and the information needed to move the process forward.
A new online experience is taking shape. Same trusted people and experience you can count on.
Built around first-responder families
Estate Planning Solutions helps active and retired first responders and their families organize essential planning information, coordinate client-directed documents, and move forward with clarity.
AI chat and Brent provide general information only. The AI demo line is separate from the EPS office number. Please do not share confidential documents or sensitive personal information.
Serving those who serve
With offices in California and Nevada
Purpose-built support for
Practical support, human guidance
You train for emergencies at work. Your family deserves that same sense of readiness at home.
EPS provides organized estate-planning support, administrative assistance, document coordination, and educational information. When individualized legal advice or state-specific legal services are needed, clients may be referred to an independent attorney.
Estate-planning solutions
Start with the situation you want to address. Our team helps organize the information and coordinate the appropriate next step.
Coordinate client-directed planning documents and the information needed to move the process forward.
Organize information related to advance healthcare directives and decision-maker designations.
Support the preparation process for client-directed financial and property authorization documents.
Help parents organize information about care preferences and planning for minor children.
Bring family, retirement, insurance, and business considerations into one organized conversation.
Request help when life changes, documents need attention, or you need an update on an active file.
Document options and legal needs vary by person and state. EPS does not select legal documents or provide legal advice.
A guided path forward
Tell us what changed, what you are concerned about, or where you need clarity.
We help structure the details and coordinate client-directed document preparation.
Move toward execution support or an independent attorney referral when legal advice is needed.
When families reach out
Start with the life event or concern. We will help you understand the available process.
Our purpose
Estate Planning Solutions was created to serve active and retired first responders and their immediate families. We understand operational readiness. Our role is to bring that same discipline to family information, planning coordination, and access to the right professional resources.
Clear answers
Our AI assistant can provide general information about EPS, explain the support process, and help you choose a next step.
No. EPS is not a law firm and does not provide legal advice or legal representation. EPS provides administrative support, client-directed document assistance, document coordination, and educational information.
When individualized legal advice, customized drafting, legal document selection, or state-specific legal services are needed, clients may be referred to an independent attorney licensed in the applicable state. Attorney services are provided through a separate attorney-client relationship.
EPS focuses on active and retired first responders and their immediate families, including law enforcement, fire, corrections, medical professionals, and military members. EPS also assists other families seeking estate-planning support.
Please do not send confidential estate documents, Social Security numbers, account details, payment information, or sensitive personal information through ordinary email or AI chat. Contact the team for the appropriate secure method.
Call the EPS office at 800-216-1762 or contact your service representative. The AI assistant can explain the general next step but cannot access private client records.
Start with one clear conversation