A revolutionary new way to collaborate. 

Advisor - Client - Attorney

Why?

 Because most estate planning should be simple, convenient and affordable.

With EP Navigator, it is

Our online analytics guide you and your client every step of the way, helping create a secure estate plan to protect your client and their loved ones.

Create

Share

Maintain

Settle

Create, execute, and fund estate plans specific to your clients needs

Know how and when to amend your clients estate plan as life circumstances change

Help ensure your clients wishes are accurately carried out when the time comes

Track, access, and share documents with those named in your clients estate plan

Customized 

No “boiler plate” documents here. Each estate plan is customized for your client and attorney approved. 

Increased Revenue

Because of our “unbundled” process you finally have the option of being compensated for your time and role in helping your client complete their estate plan.

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Attorney Approved

Each case is assigned to a licensed attorney in that state. That attorney electronically recommends, reviews and approves each set of documents.

Solidify Relationships

Gain a more in depth understanding of your client, their family and their assets by playing a role in getting this important task checked off their list. 

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Simple, Safe and Secure

Rest assured, knowing all sensitive information is protected and stored using bank level encryption technology.

Save Time and Money

Most estate planning documents are ready to generate in under an hour. Simply print and execute documents or ship for delivery in 5-7 business days.

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