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Gain peace of mind.

Protect the ones you love.


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.



  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


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It won't affect me while I'm alive
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It's strictly for older people
It's complex and expensive
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It's only for the wealthy
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It requires constant maintenance

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


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

Store & Share 

Store, track and share documents with those you name in your estate plan

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 to. 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, your attorney will recommend either a Will Package or a Trust Package.

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Will Package Includes:

  • Last Will and Testament

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will/Advance Directive

  • Attorney assigned to file

  • Cloud Storing and Sharing

  • 100% Money Back Guarantee

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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(s)

  • Attorney assigned to file

  • Cloud Storing/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.


Our History

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.

Where We Are Today

Gathering experts in the fields of technology, financial planning and estate planning law, they set their sites on building a revolutionary online estate planning platform that would bring their original vision into the 21st century. Enter, EP Navigator. The EP Navigator platform allows financial planners and other professionals to offer attorney approved estate planning documents in real time, wherever they do business. Estate planning documents created using the EP Navigator Platform are high quality custom plans unique to each client.

At EP Navigator our mission is to continue to offer quality affordable estate planning documents to the public through a network of professionals. Furthermore, we are committed to providing those professionals and their clients with first class customer service, training and support.


P.O. Box 1051
Dunedin, FL 34697
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