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Everyone needs to have their basic estate Planning documents in place!

Why Now?

  1. None of us know what tomorrow will bring

  2. Identify who oversees your finances if you’re sick or disabled

  3. Identify who makes medical decisions for you if you’re sick or disabled

  4. Ensures your wishes are fulfilled after death

  5. Minimizes and/or eliminates the costly and time consuming probate process

  6. Establishes guardianship for minor children

  7. Provides peace of mind and reduces stress on your family

Common Myths Of Estate Planning

Myth:
It won't effect me while I'm alive
Myth:
It's strictly for older people
Myth:
It's complex and expensive
Myth:
It's only for the wealthy
Myth:
It requires constant maintenance

Why EP Navigator?

Unlike typical DIY estate planning, our qualified attorneys will recommend the estate planning documents you need, based on your unique circumstances

Create

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

Maintain

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

Store & Share 

Store, track and share documents with those you name in your estate plan

Settle

Helping ensure your wishes are accurately carried out when the time comes

How It Works

Estate Planning is finally simple, convenient and affordable. Our online analytics guide you every step of the way, ensuring you get the highest quality custom documents at a fraction of the cost.

What you'll Get

Based on your unique circumstances, your attorney will recommend either a Will Package or a Trust Package.

Will Package Includes:

  • Last Will and Testament

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will/Advance Directive

  • Attorney assigned to file

  • Cloud Storing and Sharing

  • 100% Money Back Guarantee

Revocable Living Trust Package Includes:

  • Revocable Living Trust

  • Certification of Trust

  • Pour-Over Wills

  • Financial Power of Attorney(s)

  • Healthcare Power of  Attorney(s)

  • Living Will(s)

  • Attorney assigned to file

  • Cloud Storing/Sharing

  • 100% Money Back Guarantee

If you don't make these decisions ahead of time the government will do it for you.
 

Our History

Like so many things, our journey started with the statement “there’s got to be a better way”. That statement was made in 1989 by a father and son team of financial planners looking for a better estate planning solution for their clients.  By late 1990 Legacy Legal Plan was born. The idea was to do away with inadequate “boilerplate” documents, cumbersome and expensive meetings with attorneys and exorbitant fees for updates. Through a network of hundreds of financial advisors, their business was able to deliver affordable, high quality, attorney approved estate planning documents to the public. 25 years and thousands of estate plans later, the founders realized that new technologies had created the opportunity to make a good thing even better.

Where We Are Today

Gathering experts in the fields of technology, financial planning and estate planning law, they set their sites on building a revolutionary online estate planning platform that would bring their original vision into the 21st century. Enter, EP Navigator. The EP Navigator platform allows financial planners and other professionals to offer attorney approved estate planning documents in real time, wherever they do business. Estate planning documents created using the EP Navigator Platform are high quality custom plans unique to each client.

At EP Navigator our mission is to continue to offer quality affordable estate planning documents to the public through a network of professionals. Furthermore, we are committed to providing those professionals and their clients with first class customer service, training and support.

 

CONTACT US

727.220.5152
P.O. Box 1051
Dunedin, FL 34697