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Estate Planning Simplified

Preparing your family's estate planning documents is more important than ever. Get an estate plan customized for your unique circumstance, approved by a qualified attorney.

For a limited time BrightPlan members receive an additional 10% off your custom estate plan.

Use Promo Code BrightPlan1

Why Now?

  • None of us know what tomorrow will bring

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

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

  • Ensures your wishes are fulfilled after death

  • Minimizes and/or eliminates the costly and time consuming probate process

  • Establishes guardianship for minor children

  • Provides peace of mind and reduces stress on your family

Common Myths Of Estate Planning

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Myth:
It won't effect me while I'm alive

Without the right documents it can be very difficult for your loved ones to make medical or financial decisions for you if you become incapacitated. Even if it’s just temporary.

Myth:
It's strictly for older people
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The truth is no one knows when or what kind of challenges life will bring us. Just have a quick look at the news.

Estate Plan Navigator’s technology paired with qualified attorney’s means the process is now simple and affordable.

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Myth:
It's complex and expensive

Rich or not so rich, it doesn’t matter. Every person and estate can be subject to probate. Both “living probate” and "death probate."

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Myth:
It's only for the wealthy

Once your estate plan documents are in place life goes on as normal. Most people will go years before needing to make any adjustments.

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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.

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What you'll Get

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

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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

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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

"By failing to prepare, your are preparing to fail." -- Benjamin Franklin

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

Do something today that your future self will thank you for.

 

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.

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Where We Are Today

Gathering experts in the fields of technology, financial planning and estate planning law, we set our sites on building a revolutionary online estate planning platform that would bring the original vision into the 21st century. Enter, EP Navigator. The EP Navigator platform allows financial planners and other organizations 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 our clients along with first class customer service and support.

 

CONTACT US

727.220.5152
P.O. Box 1051
Dunedin, FL 34697
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Disclaimer Notice: Use of Third-Party Websites

 

EP Navigator is an unrelated, third party website and service. BrightPlan facilitates access to EP Navigator only as a convenience. While BrightPlan endeavors to connect to helpful, trustworthy resources, BrightPlan does not guarantee EP Navigator's services. BrightPlan is not responsible for the content or accuracy of any EP Navigator resource or for any loss or damage of any sort resulting from the use of, or for any failure of, products or services provided at or from EP Navigator. BrightPlan connects to these resources on an "as is" basis. Use of EP Navigator is subject to its terms and conditions and no longer protected by BrightPlan's privacy policy or security practices. Familiarize yourself with any use terms of, and the privacy policy and security practices of, EP Navigator.