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 genderĀ 
  • 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.

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