Want to make sure your estate is in order?

We offer estate planning made simple through our partnership with EP Navigator. Price, quality, and accessibility are all key considerations in the estate planning process. We offer the highest quality documents at an affordable price.

History of Estate Plan Navigator

Like so many things, our journey started with the statement “there’s got to be a better way”. That statement was made in 1989 by a father and son team of financial planners looking for a better estate planning solution for their clients. By late 1990 Legacy Legal Plan was born. The idea was to do away with inadequate “boilerplate” documents, cumbersome and expensive meetings with attorneys and exorbitant fees for updates. Through a network of hundreds of financial advisors, their business was able to deliver affordable, high quality, attorney approved estate planning documents to the public. 25 years and thousands of estate plans later, the founders realized that new technologies had created the opportunity to make a good thing even better.