ESTATE PLAN NAVIGATOR | ESTATE PLANNING

New to EP Navigator? Start here to get familiar with estate planning terminology and the EP Navigator Portal

9 articles in this collection
Written by Nancy Hall

Estate Planning 101

A Comprehensive Guide to Estate Planning

Written by Nancy Hall
Updated over a week ago

Estate Plan Navigator Overview

A brief overview of Estate Plan Navigator, features and functionality.

Written by Nancy Hall
Updated over a week ago

Estate Planning Terminology

Definitions to commonly used terms used during estate planning

Written by Nancy Hall
Updated over a week ago

Revocable Living Trusts and Probate

What is a revocable living trust and how they can help avoid probate.

Written by Nancy Hall
Updated over a week ago

Wills and Trusts - How are they different?

Understanding the Difference Between Wills and Trusts

Written by Nancy Hall
Updated over a week ago

EP Navigator Living Trust - Key Provisions

Learn why EP Navigator Trust Documents outshine other providers

Written by Nancy Hall
Updated over a week ago

EP Navigator Document Packages

What's included with our estate planning document packages?

Written by Nancy Hall
Updated over a week ago

What is a Power of Attorney?

Appoint a person to manage your financial and medical affairs if you are unable to do so

Written by Nancy Hall
Updated over a week ago

Health Care Documents

The following documents are included with your Healthcare Power of Attorney

Written by Nancy Hall
Updated over a week ago