Living Trusts

As you are approaching retirement, you are at a point in your life that you have accumulated substantial assets. These are your life’s savings and it took years of work and effort to now own the things you value. Some day you wish to pass on valuables to your heirs, maybe donate to charity or your church or synagogue, gift something to a close friend, etc. How do you do this? What will happen if I have not prepared my documents correctly? Will it cost me more for not preparing properly?

Why Now?
It’s not always easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don’t leave these important decisions to the government. Start your estate plan today.

7 REASONS TO HAVE AN ESTATE PLAN

1. None of us know what tomorrow will bring
2. Identify who oversees your finances if you’re sick or disabled
3. Identify who makes medical decisions for you if you’re sick or disabled
4. Ensures your wishes are fulfilled after death
5. Minimizes and/or eliminates the costly and time consuming probate process
6. Establishes guardianship for minor children
7. Provides peace of mind and reduces stress on your family

Common Myths of Estate Planning

Myth:
It won't affect me while I'm alive 

Myth:
It's strictly for older people

Myth:
It's complex and expensive

Myth:
It requires constant maintenance

Myth:
It's only for the wealthy

Why EP Navigator?

Estate planning should be simple, convenient and affordable.
​With EP Navigator, it is.
Our online solution, paired with a nationwide network of attorneys means you'll get the highest quality documents at a fraction of the cost.

We guide you every step of the way, working with the attorney to create a secure estate plan to protect you and your loved ones.

Create

Create, execute, and fund your estate plan specific to your needs

Share

Track and share documents with those you name in your estate plan

Maintain

Helping you know how and when to amend your estate plan as life circumstances change

Settle

Helping ensure your wishes are accurately carried out when the time comes

​Rather than hiring expensive lawyers to create your documents,
or trying to muddle through the tedious task yourself, EP Navigator asks you simple questions you already know the answer. From there the attorney can help you create high quality documents that ensure that your wishes are accurately carried out.

Create the secure documents you need to protect you, your assets, and your loved ones
We’re with you no matter what life throws your way. When you sign up with EP Navigator, you are building a lifelong relationship, one where we guide you through the process of changes in life both big and small.

What You'll Get

Based on your unique circumstances, you attorney will recommend either a Will Package or a Trust Package.

Will Package Includes:

• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will/Advanced Directive
• Attorney assigned to file
• Cloud Storing and Sharing
• 100% Money Back Guarantee

Revocable Living Trust Package Includes:

• Revocable Living Trust
• Certification of Trust
• Pour-over Wills
• Financial Power of Attorney(s)
• Healthcare Power of Attorney(s)
• Living Will/Advanced Directives(s)
• Attorney assigned to file
• Cloud Storing and Sharing
• 100% Money Back Guarantee

How It Works

Navigate these simple steps using the EP Navigator platform to create custom estate plans in real time.