Pricing

Our pricing is broken down into two simple categories. What the professional pays for access to the EP Navigator SaaS platform and what the client/customer pays for their estate plan documents.

Advisors

Solo / Small Team

$39/MO

or $375 per year*

  • User Portal

  • EP Navigator Advisor Account

  • Attorney Network Access

  • Phone/Email Support

  • Advisor Resource Center

  • Smart Start Program

  * Sample Documents available at additional charge.

Enterprise

Call For

Custom Pricing

Everything in the Team plan +

  • Unlimited Users

  • Volume Discounts

  • User/Seat Management

  • White-label solutions**

**Additional fees may apply

Document Packages

Please call for current pricing

Complete

Will Package

  • Last Will and Testament

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Attorney Assigned to File

  • Cloud Storing and Sharing

 

Package Includes:

Complete

Trust Package

  • Revocable Living Trust

  • Certification of Trust

  • Pour-Over Wills

  • Financial Power of Attorney(s)

  • Healthcare Power of  Attorney(s)

  • Attorney assigned to file

  • Cloud Storing/Sharing

  

Package Includes:

Complete

Trust Package PLUS

Package Includes:
  • Everything in the Trust Package

  • EP Navigator Guided

  • Funding Guide

  • Post Plan Training

  • Platform Training

  • Client Set-Up in Your Portal

  

  • Black LinkedIn Icon

2018 By Estate Plan Navigator