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
No “boiler plate” documents here. Each estate plan is customized for your client and attorney approved.
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.
Each case is assigned to a licensed attorney in that state. That attorney electronically recommends, reviews and approves each set of documents.
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.
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.