Estate Planning Team
Estate Planning Team is a US-based membership organization that markets and distributes the Deferred Sales Trust (DST) capital gains tax deferral strategy to financial, legal, and real estate professionals, supported by personalized marketing websites, referral networks, and affiliated tax and legal execution partners.
- Company typePrivate
- Founded1999
- HeadquartersPalm Desert, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Estate Planning Team does
Estate Planning Team (EPT) is a privately held membership organization headquartered in Indian Wells, California, that markets and distributes the Deferred Sales Trust (DST) — an IRS-compliant capital gains tax deferral strategy built on an IRC Section 453 installment sale structure — to financial, legal, and real estate professionals across the United States. The company was founded by Robert Binkele, who serves as CEO and is also an independent financial advisor with the affiliated DST Wealth Management, LLC, and was joined by Michael Boden as COO in 2021. EPT recruits members from eleven professional segments — financial advisors, insurance professionals, real estate agents, CPAs, attorneys, title representatives, mortgage lenders, qualified intermediaries, trustees, DST attorneys, and banks — offering them personalized lead-generation websites, turnkey marketing materials, client presentations, a web-based tracking system, and access to a vetted network of tax and legal professionals who execute DST transactions for end clients.
The product surface extends beyond the flagship DST to include Premium Financing for life insurance portfolio management, a Private Retirement Trust structured under California Code of Civil Procedure section 704.115 for asset protection and retirement planning, and a 1031 Exchange offering for real estate tax deferral. The underlying technology is a web-based membership and marketing platform; no proprietary algorithms, AI components, or software patents are described in the source material, and the company's intellectual property is centered on the exclusive access to the DST methodology and the curated marketing and execution infrastructure around it.
EPT monetizes primarily through recurring monthly membership fees of $50 plus a one-time $50 setup for financial advisors, attorneys, CPAs, insurance professionals, and other paid segments, supplemented by one-time purchases of customized marketing materials and turnkey marketing plans. Membership is offered at no charge to real estate agents, title representatives, mortgage lenders, qualified intermediaries, and banks/financial institutions, positioning those segments as referral feeders for the paying core. Distribution is US-only, driven by a sales-led motion that combines self-serve website sign-up, professional referral and networking channels, content marketing across LinkedIn, Instagram, YouTube, newsletters, and webinars, and field outreach through Robert Binkele's speaking engagements.
Estate Planning Team firmographics
Firmographics- Name
- Estate Planning Team
- Legal name
- Estate Planning Team
- Website
- https://www.myept.com/
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Estate Planning Team is a US-based membership organization that markets and distributes the Deferred Sales Trust (DST) capital gains tax deferral strategy to financial, legal, and real estate professionals, supported by personalized marketing websites, referral networks, and affiliated tax and legal execution partners.
- Ownership category
- akta.pro rank
Estate Planning Team industry classification
Industry- Product category
- Tax Deferral and Estate Planning Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Estate Planning Team is headquartered
LocationHeadquarters
- HQ city
- Palm Desert
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Estate Planning Team business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Membership Fees - Standard: Financial advisors, attorneys, CPAs, insurance professionals, and other professional members pay monthly membership fees for access to the Deferred Sales Trust strategy, marketing materials, personalized websites, and professional networking support. Revenue is recurring subscription-based from the membership fees.
- Marketing Products and Services: The company offers customized Deferred Sales Trust marketing materials, turnkey marketing plans, and related products. Members can purchase additional marketing products from Estate Planning Team.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Professional Membership - $50/month plus $50 one-time setup |
| Freemium | Pay-as-you-go | Free Membership for Real Estate Professionals - No charge |
| Freemium | Pay-as-you-go | Free Membership for Title Reps - No charge |
| Freemium | Pay-as-you-go | Free Membership for Mortgage Lenders - No charge |
| Freemium | Pay-as-you-go | Free Membership for Qualified Intermediaries - No charge |
| Freemium | Pay-as-you-go | Free Membership for Banks and Financial Institutions - No charge |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Estate Planning Team product offering
Product offeringCore offering
Estate Planning Team is a nationwide membership organization that provides financial advisors, attorneys, CPAs, insurance professionals, and real estate professionals with exclusive access to the Deferred Sales Trust (DST) strategy, an IRS-compliant IRC Section 453 installment sale structure that enables clients to defer capital gains taxes on the sale of highly appreciated assets. Members receive turnkey marketing materials, personalized lead generation websites, web-based tracking systems, and access to a nationwide professional referral network spanning complementary financial and legal service providers.
Product overview
Estate Planning Team offers a membership-based platform providing access to four core financial and estate planning products centered on capital gains tax deferral strategies. The flagship product is the Deferred Sales Trust (DST), an IRC Section 453 installment sale structure that enables deferral of capital gains taxes on appreciated assets. Supporting products include Premium Financing for life insurance portfolio management, Private Retirement Trust for California asset protection, and 1031 Exchange for real estate tax deferral. Members—comprising financial advisors, attorneys, CPAs, insurance professionals, and real estate agents—receive marketing materials, lead generation websites, and access to a network of professionals to implement these strategies for their clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Deferred Sales Trust (DST)
Quantifiable outcome
- Average DST case value: $1M-$3M, with some cases exceeding $50M
- +2 more outcomes
Companies that use Estate Planning Team
Customer profileNamed customers1 record
Segments11 records
Ideal customer profiles4 records
Estate Planning Team technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Estate Planning Team partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- DST Wealth Management, LLCcoreRobert Binkele, founder and CEO of Estate Planning Team, is also an independent financial advisor with DST Wealth Management, LLC. The company provides exclusive access to market the Deferred Sales Trust, a proprietary capital gains tax deferral solution that is executed through DST Wealth Management.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Estate Planning Team competitors and assessment
Company assessmentDirect peers
- Capital Gains Tax Solutions: Capital Gains Tax Solutions is a direct competitor that markets and facilitates the Deferred Sales Trust strategy to advisors, CPAs, attorneys, and real estate professionals. It competes head-to-head with EPT for professional members promoting the same IRC 453 installment sale capital gains deferral solution.
- National Association of Estate Planners & Councils: NAEPC is a membership-based association of estate planning professionals that offers networking, education, and credentialing for financial advisors, attorneys, CPAs, and insurance professionals — overlapping directly with EPT's professional membership model in the estate planning category.
- Garrett Planning Network: Garrett Planning Network is a membership organization of fee-only financial advisors that provides coaching, resources, and a referral network for independent planners — directly comparable to EPT's professional membership, marketing collateral, and referral-driven GTM motion targeting financial advisors.
- XY Planning Network: XY Planning Network is a membership-based organization for fee-only financial advisors offering marketing support, compliance resources, and peer community — directly parallel to EPT's subscription-and-referral-network model serving independent advisors.
Emerging players
- Wealth.com: Wealth.com is a modern estate planning platform providing digital estate documents and tools to financial advisors and their clients. It overlaps with EPT at the estate planning and advisor enablement layer but takes a software-first approach versus EPT's strategy and membership focus.
Others
- IPX1031: IPX1031 is one of the largest qualified intermediaries facilitating 1031 like-kind exchanges for real estate investors. It is adjacent to EPT because both operate in the capital gains tax deferral space, but IPX1031 focuses exclusively on real estate 1031 exchanges rather than the broader DST solution.
- Equity Multiple: Equity Multiple is a real estate investment platform connecting accredited investors with income-producing commercial real estate, often used alongside 1031 strategies. It is thematically adjacent to EPT as an ecosystem participant serving investors managing appreciated real estate holdings.
Broad incumbents
- Advisor Group: Advisor Group is a large network of independent wealth management firms supporting thousands of financial advisors with technology, compliance, and practice management. It overlaps with EPT's financial advisor member base but operates at much broader scale across the full wealth stack.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Estate Planning Team social profiles
Digital presenceEstate Planning Team financial estimates
Financial estimateRevenue estimate
Valuation estimate
Estate Planning Team leadership team
Management profileNumber of profiles
Profiles8 records
Estate Planning Team funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Estate Planning Team M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Estate Planning Team
What does Estate Planning Team do?
Estate Planning Team is a nationwide membership organization that provides financial advisors, attorneys, CPAs, insurance professionals, and real estate professionals with exclusive access to the Deferred Sales Trust (DST) strategy, an IRS-compliant IRC Section 453 installment sale structure that enables clients to defer capital gains taxes on the sale of highly appreciated assets. Members receive turnkey marketing materials, personalized lead generation websites, web-based tracking systems, and access to a nationwide professional referral network spanning complementary financial and legal service providers.
Is Estate Planning Team a public or private company?
Estate Planning Team is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Estate Planning Team founded?
Estate Planning Team was founded in 1999. It employs 101 to 250 people.
Where is Estate Planning Team based?
Estate Planning Team is headquartered in Palm Desert, United States, in the North America region.
How does Estate Planning Team make money?
Two revenue lines are on record. Membership Fees - Standard is the primary driver. The others are marketing Products and Services.
Who are Estate Planning Team's main competitors?
Direct peers on record are Capital Gains Tax Solutions, National Association of Estate Planners & Councils, Garrett Planning Network and XY Planning Network. Wealth.com is listed as an emerging player. Others are IPX1031 and Equity Multiple. Advisor Group is listed as a broad incumbent.
Does Estate Planning Team have an API?
No public API is recorded for Estate Planning Team.
What industry is Estate Planning Team in?
Estate Planning Team's product category is Tax Deferral and Estate Planning Services. Its primary akta.pro industry code is FSAEAKAC, Estate Planning & Trust Structuring Advisory, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 52592 and its SIC code is 8600.