Create a New Client Account

Learn how to create a new client account and begin the estate planning process.

Log into your estate planning portal, then click "Create New Client"
 

EP Navigator_Create New Client-1

EP Navigator_Create New Client-1
Click Create Account.

Continue by answering the following questions:
  • Date of birth and gender 
  • Marital / relationship status
  • Children outside this relationship
  • Assets over $3 million not jointly owned
  • Any other estate plan documents in place
  • Do you own real estate?
  • Approx. value of all assets
 
Once you have completed the questions the state attorney will give you a recommend estate plan