Create a New Client Account
Log into your EP navigator portal, then click "Create New Client"
Then complete the next screen
Click Create Account.
Continue by answering the following questions:
- Date of birth and gender
- Marital / relationship status
- Children outside this relationship
- Assets over $5 mil not joint owned
- Any other estate plan documents in place
- Do you own real estate
- Approx value of all assets
Once you have completed the questions the state attorney will give you a recommend estate plan.