Insights

Niche Market Focus The Estate Planning Team specializes in offering the Deferred Sales Trust as an exclusive tax deferral strategy, targeting high-net-worth individuals and professionals with appreciated assets such as real estate, businesses, artwork, and stock portfolios, presenting opportunities to tailor financial solutions for affluent clients.

Growing Membership Network With a membership organization consisting of experienced professionals across the US, including financial advisors, attorneys, CPAs, and real estate experts, there is significant potential to expand outreach and partner with these trusted advisors to access a broader client base seeking tax deferral solutions.

Recent Strategic Alliances Partnerships with firms like Svn Marinas and SafeHaven Advisors demonstrate active efforts to promote the Deferred Sales Trust as an alternative to 1031 exchanges, indicating opportunities to target clients involved in real estate and business sales who seek innovative tax deferral methods.

Revenue Growth Potential With reported revenues between $50 million and $100 million and a proven model that appeals across multiple asset classes, there is room for expansion into new markets and client segments interested in tax-efficient asset disposition strategies.

Marketing and Education The company offers marketing tools and educational resources to its members, creating an entry point for sales teams to connect with knowledgeable professionals who can advocate and introduce the Deferred Sales Trust to high-value clients seeking complex tax solutions.

Similar companies to Estate Planning Team

Estate Planning Team Tech Stack

Estate Planning Team uses 8 technology products and services including MySQL, Swiper, Underscore.js, and more. Explore Estate Planning Team's tech stack below.

  • MySQL
    Database
  • Swiper
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • HTTP/3
    Web & Portal Technology
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers

Estate Planning Team's Email Address Formats

Estate Planning Team uses at least 1 format(s):
Estate Planning Team Email FormatsExamplePercentage
FLast@myept.comJDoe@myept.com
48%
First@myept.comJohn@myept.com
2%
FLast@myept.comJDoe@myept.com
48%
First@myept.comJohn@myept.com
2%

Frequently Asked Questions

Where is Estate Planning Team's headquarters located?

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Estate Planning Team's main headquarters is located at 45110 Club Drive Suite b Indian Wells, California 92210 United States. The company has employees across 1 continents, including North America.

What is Estate Planning Team's phone number?

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You can contact Estate Planning Team's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Estate Planning Team's official website and social media links?

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Estate Planning Team's official website is myept.com and has social profiles on LinkedIn.

What is Estate Planning Team's NAICS code?

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Estate Planning Team's NAICS code is 52 - Finance and Insurance.

How many employees does Estate Planning Team have currently?

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As of March 2026, Estate Planning Team has approximately 74 employees across 1 continents, including North America. Key team members include Assistant To The Chief Executive Officer Internal Case Manager: T. S.Partner: D. R. Z.National Director Of Development / Senior Case Manager / Trustee: J. K.. Explore Estate Planning Team's employee directory with LeadIQ.

What industry does Estate Planning Team belong to?

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Estate Planning Team operates in the Financial Services industry.

What technology does Estate Planning Team use?

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Estate Planning Team's tech stack includes MySQLSwiperUnderscore.jsGoogle Tag ManagerYouTubeHTTP/3ApacheApache HTTP Server.

What is Estate Planning Team's email format?

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Estate Planning Team's email format typically follows the pattern of FLast@myept.com. Find more Estate Planning Team email formats with LeadIQ.

When was Estate Planning Team founded?

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Estate Planning Team was founded in 1999.

Estate Planning Team

Financial ServicesCalifornia, United States51-200 Employees

The Deferred Sales Trust is an exclusive tax deferral strategy that is only available through the Estate Planning Team and its members. 

In today's challenging and competitive market place, professionals are looking for innovative ways to earn business. How do you prospect for new clients and earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry?

Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust. These professionals include financial advisors, insurance and real estate professionals, business brokers, attorneys, CPA’s, Qualified Intermediaries, and other professional partners.  Estate Planning Team’s organization stretches throughout the United States, providing significant capital gains tax deferral via the Deferred Sales Trust, a flexible 1031 Exchange alternative. 

The Deferred Sales Trust is offered exclusively by Estate Planning Team members along with experienced and specialized tax attorneys.  These tax attorneys have unique expertise at structuring transactions in this manner for sellers of highly appreciated real estate, businesses or other highly appreciated assets, who wish to defer their capital gains taxes. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including: businesses & professional practices, commercial real estate, investment properties, high end primary residences, major stock positions, and very valuable artwork and collectibles, among other things.

With membership, we provide the marketing tools to grow your business using the DST. 

If you’re interested in joining the Estate Planning Team & want to market the Deferred Sales Trust, go to www.myept.com and click JOIN NOW! For more information, email info@myept.com or call us at 760-779-5339!

Section iconCompany Overview

Headquarters
45110 Club Drive Suite b Indian Wells, California 92210 United States
Phone number
Website
myept.com
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Estate Planning Team's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Estate Planning Team's revenue is estimated to be in the range of $50M$100M

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