Smart Estate Planning

Made Simple

By guiding you through the estate planning process, EP Navigator helps you create high quality documents that ensure your wishes are accurately carried out.

Guiding you every step...

EP Navigator is more than a stack of documents... it's a tool that guides you through every important step of your estate plan.

every-step-background.jpg
Estate Plan Navigator - Facebook - Alter
icon-share_edited.jpg
icon-create_edited.jpg
icon-settle_edited.jpg
icon-maintain_edited.jpg

Create

Create, execute, and fund your estate plan specific to your needs

Share

Track and communicate with those you name in your estate plan

Settle

Ensuring your wishes are carried out when the time comes

Maintain

Helping you know how and when to amend your estate plan as life circumstances change

needs-trust-hover_edited.png

Help your loved ones distribute your assets according to your wishes privately while avoiding court overview.

Living Trust

 Learn More >

needs-trust-hover.png

Help your loved ones distribute your assets according to your wishes privately while avoiding court overview.

Living Trust

 Learn More >

Determine Your Estate Planning Needs

 Learn More >

Healthcare Directives

Set in stone your medical wishes for when you can no longer make them known.

needs-healthcare-hover_edited.png
needs-healthcare-hover.png

Set in stone your medical wishes for when you can no longer make them known.

Healthcare Directives

 Learn More >

needs-power-of-attorney-hover_edited.png

Put your financial decisions in
the hands of someone you trust should
circumstances leave you unable to make them.

Power of Attorney

 Learn More >

needs-power-of-attorney-hover.png

Put your financial decisions in
the hands of someone you trust should
circumstances leave you unable to make them.

Power of Attorney

 Learn More >

The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.

needs-will-hover_edited.png

Last Will & Testament

 Learn More >

The most common first step is to name a guardian for your minor children and ensure your wishes are fulfilled after your passing.

needs-will-hover.png

Last Will & Testament

 Learn More >

EP Navigator helps determine your actual needs.

Estate Plan Navigator - Facebook - Alter

Why is EP Navigator the Smarter Choice?

Price, quality, and accessibility are all key considerations in the estate planning process. We offer the highest quality documents at an affordable price for everyone by:

Estate Plan Navigator - Facebook - Alter
icon-cost.png
icon-attorney.png
icon-tailored.png
icon-living.png
icon-call.png

Tailoring each document to you.

An attorney is responsible for your file.

Our documents are living, easy to change as your life does.

No suits required! Spend a fraction of the cost of a traditional lawyer.

If your situation is too complex, a qualified attorney will call you.

icon-simple-questions@2x.png

Simple Questions

Answer simple questions that will allow EP Navigator to advise you on the documents you need and seamlessly create them for you.

icon-secure@2x.png

Secure Cloud Storage

Access your documents on our secure cloud storage.

icon-update@2x.png

Easily Update

Easily update, keeping your estate planning documents relevant to you.

icon-with-you@2x.png

We're with you

We will be there every step of the way, helping you update your documents as your life changes.

How We've Made It Simple

We have taken the estate planning process and made it simpler and more affordable. With our service you will be able to: