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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
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
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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
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Package Includes:
Complete
Trust Package PLUS
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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
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