Established in 1993

The Essential Planning Group serves over 600 funeral, cemetery, and cremation organizations across 17 states.  

EPG began nearly 20 years ago as a family-run business, and carries on today with the stable management and death care industry experience that makes it a leader in the field of preneed master trust management and administration.  

Personalized client service is a signature EPG offering.  Each member of our home office-based team has more than six years average tenure with our company.  Accessible and responsive, they deliver the knowledgeable service our clients need - and deserve.