We provide high-quality, Washington and Oregon estate planning forms and online questionnaires that seamlessly integrate into your practice— allowing you to deliver polished, customized documents in a fraction of the time.
SUBSCRIPTIONS START AT
$150/MONTH OR $1620/YEAR FOR THE FIRST USER!
IF YOU WANT TO SUBSCRIBE TO TWO STATES, IT'S $175/MONTH or $1,890/YEAR FOR THE FIRST USER!
With no contracts or set up fees, we are the best choice for solo practitioners and small firms who need an estate planning forms system.
Unlock the power of productivity with our software designed to generate high-quality estate planning forms in minutes, not hours. Say goodbye to the tedious and time-consuming task of document creation and hello to more time for your high-value activities. Our intuitive and efficient document automation tool ensures precision, professionalism, and speed, enabling you to focus on what truly matters in your practice.
Embrace the future with our modern digital approach and leave a lasting impression on both clients and staff. Our software not only streamlines your workflow but also showcases your commitment to innovation and efficiency. Deliver high-quality results quickly, enhancing client satisfaction and boosting team morale. Stay ahead of the competition and demonstrate your dedication to excellence with our advanced digital solutions.
Our online questionnaires empower attorneys to include links to educational topics, helping clients provide better, more informed answers. By integrating these resources, you ensure clients understand the context and importance of each question, leading to more accurate and comprehensive responses. This innovative approach not only improves the quality of the information gathered, but also demonstrates your commitment to client education and engagement.
Our mission is to provide up-to-date estate planning forms tailored to each jurisdiction's customs, style, and laws. We understand the importance of accuracy and relevance, which is why our forms are designed to meet specific local requirements, rather than offering a national, cookie-cutter set of documents. By automating updates and customization, we save you valuable time and money, allowing you to focus on delivering exceptional service to your clients.
Agile Estate Planning
Seattle, Washington
© 2024 Agile Estate Planning, LLC
Agile Estate Planning is NOT a law firm.