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*
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User Portal
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EP Navigator Advisor Account
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Attorney Network Access
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Phone/Email Support
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Advisor Resource Center
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Smart Start Program
* Sample Documents available at additional charge.
Enterprise
Call For
Custom Pricing
Everything in the Team plan +
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Unlimited Users
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Volume Discounts
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User/Seat Management
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White-label solutions**
**Additional fees may apply
Document Packages
Please call for current pricing
Complete
Will Package
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Last Will and Testament
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Financial Power of Attorney
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Healthcare Power of Attorney
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Attorney Assigned to File
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Cloud Storing and Sharing
Package Includes:
Complete
Trust Package
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Revocable Living Trust
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Certification of Trust
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Pour-Over Wills
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Financial Power of Attorney(s)
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Healthcare Power of Attorney(s)
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Attorney assigned to file
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Cloud Storing/Sharing
Package Includes:
Complete
Trust Package PLUS
Package Includes:
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Everything in the Trust Package
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EP Navigator Guided
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Funding Guide
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Post Plan Training
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Platform Training
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Client Set-Up in Your Portal