A revolutionary new way to collaborate.
Advisor - Client - Attorney
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, 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