estate planning simplified.

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

Power your business with a smarter estate planning solution

Want more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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2018 By Estate Plan Navigator