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Creating Documents With EP Navigator

EP Navigator FAQ's

This FAQ is designed to answer questions around completing a living trust. You can also email us at support@epnavigator.com.This FAQ is designed to specifically answer questions that may come up during the livi

Estate Planning Appointment Guide

Our guide will help you think about the decisions you'll be making as you complete your estate plan. The questions you'll answer to complete your estate plan are not difficult, but some require additional thoug

For Advisors: Create a New Client Account

Learn how to create a new client account and begin the estate planning process.Log into your EP navigator portal, then click "Create New Client" Then complete the next screen Click Create Account. Continue by a

Starting the Estate Plan

Once the attorney has made the estate plan recommendation, it's time to start your estate plan.Once you have completed the initial Needs Analysis questions the attorney will make a recommendation for the estate

Completing the Financial Powers of Attorney

Learn to complete the Financial Powers of Attorney Package To complete the financial powers of attorney, go to the dashboard and click "Get Started" under Financial Powers of Attorney Packages"2. You will com

Completing the Healthcare Powers of Attorney

Learn to complete the Healthcare Powers of Attorney Package To complete the healthcare powers of attorney, go to the dashboard and click "Get Started" under Healthcare Powers of Attorney Packages"2. You will

Completing the Living Trust

Learn to complete the Revocable Living Trust (The Will is very similar)A step by step guide to completing a Living Trust.Log into the EP Navigator Portal and click Create New Client AccountComplete the client's

Amending Your Estate Plan

If you need to change your Will or Trust, the amendment process is easy!As life changes, you may need to update or amend your Will or Trust. To make an amendment:Log into your accountClick on Reassess My Needs

For Advisors: Setting Up Client Users

Once the Estate Plan is Complete, Invite Clients to Set Up Their User AccountsGiving Your Clients Access to the Online Estate Planning DocumentsFrom your advisor account, click on the name of your client, then