The only drafting software built specifically for Washington and Oregon practice, with integrated client questionnaires, documents that update when the law changes, and pricing that makes sense.
Agile EP is the only drafting system built specifically for Washington and Oregon estate planning and Washington probate.
You shouldn’t have to hand-tailor a 150-page trust for a straightforward Washington or Oregon client. From intake through your signing meeting, Agile EP structures the entire estate planning workflow around client education, coordinated drafting, readable documents, and the practical needs of Washington and Oregon practice.
Available for Washington and Oregon practice
Washington probate administration involves four distinct phases, dozens of documents, and the same party information entered over and over. Agile EP structures the entire lifecycle into coordinated packages — enter your parties once, and every pleading, notice, and correspondence updates automatically from opening through closing.
Currently available for Washington practice
Both products include integrated client questionnaires tailored to each workflow. See how they work →
$150/month per state · Both states for $175/month · 14-day free trial · No credit card required
Stay current with Washington and Oregon estate planning and probate law using forms and workflows designed specifically for local practice.
No generic national templates. No manual patching.
Give clients and families clear, readable estate planning documents and probate correspondence that help them understand the process and next steps.
Clearer documents. Better client understanding.
Generate trust funding deeds, temporary guardian appointments, title-holding trusts, engagement letters, and other practical drafting components included in estate planning and probate workflows.
No separate drafting systems. No duplicate entry.
Help clients better understand estate planning and probate with built-in guidance and a client education library integrated throughout the workflows.
Better prepared clients. More productive meetings.
From Seattle to Spokane to Ashland, firms are moving away from generic drafting systems and adopting workflows built specifically for Washington and Oregon estate planning and probate practice.
Issaquah, WA Attorney
A solo estate planning attorney in Washington previously used Clio’s templates to self-program questionnaires and documents, but she struggled with formatting, manual edits and integrating law updates.
Seattle, WA Attorney
A solo trusts and estates attorney previously used FormTool and found it difficult to update, cumbersome to train staff on, and lacking a secure, integrated questionnaire.
Spokane, WA Attorney
A solo estate planning attorney needed drafting software that was more reliable, accurate and efficient than her old one. Agile EP’s questionnaire and drafting system allows her to handle more cases in less time while maintaining the accuracy and quality.
Seattle, WA Practice Assistant
A practice assistant found that while transitioning to Agile EP required an adjustment, it ultimately streamlined the firm’s workflow, simplified client intake, and made estate planning document creation faster, more reliable, and easier to manage long-term.
Monmouth, OR Attorney
A solo attorney balancing a busy tax and estate planning practice found national drafting software frustrating, overly complex for Oregon clients, and visually unappealing. Switching to Agile EP provided a user-friendly, locally-tailored solution that streamlined the drafting process and made estate planning a more enjoyable part of the practice.
Seattle, WA Attorney
A solo estate planning attorney found that WealthCounsel’s software created overly complicated, lengthy documents that confused his clients. Agile EP’s refreshing approach provided plain language documents that his clients could understand, improving overall client (and attorney) satisfaction.
Co-Founder, ACTEC Fellow, and practicing trusts and estates attorney in Washington since 2003 and Oregon since 2006. Katie helped build Agile EP to create drafting workflows and documents specifically designed for Washington and Oregon practice, informed by ongoing collaboration with experienced practitioners across the region.
Co-Founder and document automation specialist with nearly 30 years of experience in building legal drafting systems for both national and boutique law firms. Bethany leads Agile EP’s automation and backend development team, translating sophisticated legal workflows into streamlined drafting systems attorneys can rely on every day.
Agile EP was co-founded by Katie Groblewski, an ACTEC Fellow and Washington trusts and estates attorney, to support the way Washington and Oregon attorneys actually practice estate planning and probate.
If you’d like to talk through your workflow, your current drafting process, or whether Agile EP is the right fit for your estate planning or probate practice, Katie is happy to help.
Click on her calendar to pick a time that works for you.
Better documents, streamlined workflows, happier clients. Everything you need is here.
Explore the full Washington and Oregon drafting library with no credit card required. Take time to see how the workflows, questionnaires, and documents fit your practice.
Use the guides in our help center to get started at your own pace. Or, you can also schedule a free onboarding session with Bethany.
Have questions about drafting, probate workflows, or how Agile EP fits into your practice? Schedule time with Katie to talk through your workflow and current drafting process.
Start with Washington or Oregon estate planning for $150/month, both states for $175/month, or Washington probate separately for $150/month. Review our full pricing and subscription options.
Stay current with Washington and Oregon law changes that affect your practice.
Issaquah, WA Attorney
I’m an attorney and the owner of my solo law firm, handling estate planning and probate matters. When I started using Agile EP, I was looking for a way to be more efficient in my drafting process. I had been using my own intake form, entering the information into Clio, and then programming my own documents for automation. While this worked, every time I made a change—whether it was a law update or just reorganizing provisions—I had to manually adjust article numbers and formatting. It didn’t “move” with my changes, which became time-consuming.
I chose Agile EP because it was specific to Washington, which I appreciated. It was detailed without being overly long, like WealthCounsel, and I loved that I could use a digital intake form where clients’ answers aligned directly with the drafting documents. With Clio, I tried using a custom online intake form, but the formatting made it difficult to review before meetings, so I stuck with my own system. Agile EP, however, made the intake and drafting process seamless.
One of the features I really enjoy is that client intake answers can be saved, modified, and directly used in the drafting process, which saves me a lot of time. I also love that I can trust the software to comply with Washington state law—having that assurance is invaluable.
Beyond the software itself, the customer support is fantastic. I feel very supported, and I’m never directed to a call center or a website that takes days to resolve an issue. Agile EP is straightforward, easy to use, and backed by a responsive team. It has truly streamlined my workflow and made drafting so much faster.
Seattle, WA Attorney
As an estate planning attorney handling probate, trust administration, charitable planning, and marital agreements, efficiency and security are critical in my practice. Before using Agile EP, I relied on FormTool for drafting documents, but making changes was cumbersome, and training any new staff on it would have been a steep learning curve. I needed something more secure, user-friendly, and efficient—especially when it came to integrating an online questionnaire for clients.
I chose Agile EP because it was developed by someone I trust, and I wasn’t comfortable with larger, out-of-state providers. Since becoming a beta tester for the questionnaire, I’ve been impressed with how easy the platform is to use. Now, after meeting with a client, my practice assistant inputs everything into Agile, I review the interview responses, and we generate the documents in MS Word for finalization. The ability to create a complete set of estate planning documents quickly—without having to rely on complex programming—has been a game changer.
The software has significantly improved our efficiency. My practice assistant can now create a set of estate planning documents in about half the time it took using FormTool. I also appreciate the variety of options for both Wills and Trusts, as well as the helpful document summaries.
Overall, Agile EP has streamlined our workflow, made document creation much more efficient, and provided a secure and easy-to-use solution for our practice.
Spokane, WA Attorney
As a solo estate planning attorney with a practice focused primarily on Wills and Trusts, efficiency and accuracy are essential. Before using Agile EP, I relied on another software program, AdaptDocs, that contained frequent grammatical errors and poor merging capabilities. I spent too much time correcting mistakes, which not only slowed down my workflow but also raised concerns about the reliability of the documents it produced. I needed a more efficient and dependable solution.
I chose Agile EP because it was developed by a Washington attorney, and I appreciated the opportunity to support a woman-owned business in my state. I have been very happy with the quality of the product and the level of customer support I have received.
Since incorporating Agile EP into my practice, I have seen a significant improvement in overall efficiency. The digital intake form has streamlined my process by allowing clients to input their own information, reducing errors and eliminating the need for manual data entry by me or my staff. The templates are well-structured, easy for clients to understand, and require fewer modifications.
Ultimately, Agile EP has allowed me to handle more cases in less time while maintaining the accuracy and quality my clients expect. It has been a valuable addition to my practice.
Seattle, WA Practice Assistant
As a practice assistant, I keep our firm’s calendar running smoothly, handle billing, assist with signings, and draft and edit estate planning documents. I’m usually the first person a new client speaks with, so having a system that keeps everything organized and efficient is important.
Before Agile EP, we used FormTool to program our forms. It worked, but making updates was cumbersome, and every time we noticed a small mistake or a law changed, we had to go through everything manually. I came into this job with a lot of editing experience, and I enjoy that kind of work—but it doesn’t come naturally to everyone. And when things get busy (which seems to be happening more and more), keeping up with all the different Wills and Trusts felt like running uphill on a treadmill. We needed something more secure, more efficient, and easier to manage long-term.
It was daunting to step away from the system we had used for years. Agile requires a different workflow than what we were used to, but the more I explored it, the more it seemed like a no-brainer. It offers a kind of streamlining that we never had before. I remember one of the attorneys asking me if I thought it was the right choice, and I told them, ‘It will be once we’re good at it.’
Now that we’ve implemented it, Agile has been a big time-saver. The questionnaires are easy to use, and the documents come out looking great. The formatting and paragraph numbering make printing for signings a breeze, and I don’t have to worry about pagination issues. For simpler estate plans, it’s made our process so much faster and more reliable. For more complex clients, our old way of doing things sometimes still feels easier to me—but I don’t want to let fear of change hold us back. Agile has made things run more smoothly, and I know it’s the right move for our firm.
Monmouth, OR Attorney
My business is part tax firm and part law firm. On the tax side, I specialize in trust and estate taxation—both fiduciary income tax and the Oregon estate tax return—along with enough individual returns to be really busy at tax time. My law practice consists of estate planning and a small amount of taxpayer representation. I’m admitted to the U.S. Tax Court as well as Oregon.
Before using Agile EP, I detested drafting estate planning documents so much that I would put it off and end up over-stressed. I was using a national, template-based product designed for higher-net-worth individuals than most of my Oregon clients. It was robust, but it took me a long time to draft documents because I had to constantly revisit issues that don’t affect most of my clients. In Oregon, we need estate tax planning at a much lower level of wealth than in much of the country, and that affects the ideal choices. The other software just wasn’t built for that. I also didn’t enjoy looking at it.
I chose Agile EP because I like the interface, and I like that it’s tailored to Oregon and Washington clients. It also matters to me that people in the Oregon Bar know the founders and speak highly of them. And I like that the support team is in my time zone.
I’m still learning my way around, but it’s getting easier. I’m a solo attorney with a part-time office assistant who mostly helps tax clients. I’m in my 60s and hope to retire from my law practice at some point—though tax practitioners in this state are in such demand, I can’t imagine ever retiring completely. So I appreciate the flexibility of a monthly subscription. If I hire an additional attorney to assist with drafting, I won’t have to commit to another full-year subscription for them.
The client questionnaire is easy to set up and send to new clients. I usually send it after I’ve spoken with them because I don’t always want them to spend time filling in asset details yet. I often tell them to skip those parts. But it’s a good way for them to double-check the names and contact information I’ve entered.
Honestly, I enjoy working on estate plans now—maybe not as much as tax, but enough to keep doing it for a while. The look and feel of the product really matter, and Agile EP gets that right. I also think the client-facing educational materials are well done, and I’m proud to present them to clients. I haven’t always felt that way about other ‘canned’ materials.
Seattle, WA Attorney
As an estate planner working with young families, I needed a drafting platform that was Washington-specific and easy to use. The platform I had before wasn’t localized, and it generated overly complex, massive documents that just didn’t fit my typical client base. I was looking for a solution that would work for 95% of my clients without unnecessary complications—and that’s when I found Agile Estate Planning.
Agile Estate Planning is exactly what I needed. The documents are in plain language, making them much more client-friendly, and the software itself is simple to use. Now, after meeting with my clients and discussing their options, I use Agile Estate Planning to generate drafts that I can download and customize based on any unique details we’ve covered. The process is smooth and efficient.
The impact has been huge. My clients are much happier with the output, and I rarely get the ‘Why is this so long?’ feedback I used to hear. More importantly, conversations about the documents go much more smoothly because clients actually understand the language.
What I appreciate most about Agile Estate Planning is its focus on simplicity. Some platforms try to account for every possible scenario with endless options, but I prefer a tool that efficiently handles 95% of the drafting process, allowing me to fine-tune the rest. Agile Estate Planning strikes that balance perfectly, and I highly recommend it to estate planners looking for a practical, client-friendly solution.
This Privacy Policy (“Policy”) describes how Agile Estate Planning, LLC, a Washington limited liability company (“Agile”, “we”, “us” or “our”) collects, uses and discloses your personal information when you interact with us, as set out in the Scope section below.
We may change this Policy from time to time. If we make changes, we will notify you by revising the date above and, in some cases, we may provide you with additional notice, such as adding a statement to our homepage or sending you a notification.
This Policy describes our practices in connection with personal information that we collect, use, and disclose:
Collectively, we refer to all of the above as the “Services.”
The personal information we collect about you depends on how you interact with us or use our Services. We describe below the categories of personal information we collect and the sources of this information.
++Information You Provide to Us. We collect personal information you provide directly to us including when you subscribe to receive our emails, access or use any collaboration tools, participate in any interactive features of the Websites and Online Services, send us an email, fill out a form, respond to a survey, comment on a blog, register for or participate in a webinar or event, interact with us on social media, or otherwise communicate with us. The types of personal information we may collect include:
++Information We Collection Automatically. We may also automatically collect information about you when you use or access the Websites and Services, including:
++Information We Collect from Other Sources. We may also collect personal information about you from other sources, including:
++Personal Information We Derive. We may derive information or draw inferences about you based on other types of personal information we collect. For example, we may infer your location based on your IP address, or that you are interested in participating in an event based on your browsing behavior on our Websites and Online Services.
++Data about Others. Users of our Services may have the opportunity to refer friends or other contacts to us and share their contact information with us. Please do not refer someone to us or share their contact information with us unless you have their permission to do so.
We use the personal information we collect from and about you for the following purposes:
We may disclose your personal information as follows or as otherwise described in this Policy:
We may also share aggregated or de-identified information, including user feedback, which cannot reasonably be used to identify you for external marketing purposes to highlight user experiences and promote our services.
You have the following choices with respect to your personal information:
To determine the length of time that Agile retains personal information, we consider numerous factors, including legal, ethical, and regulatory obligations or whether retention of personal information is needed to resolve disputes, make and defend legal claims, conduct audits, pursue legitimate business purposes, and/or enforce agreements.
We take reasonable measures to protect your personal information in an effort to prevent loss, misuse, and unauthorized access, disclosure, alteration, and destruction. However, like other companies, Agile cannot guarantee 100% the security or confidentiality of the information you provide to us. If you have reason to believe that your interaction with us is no longer secure, please notify us by sending an email with the subject line “Security Concern” and a description of the concern to the email address below or by calling our office.
Additional information about miscellaneous privacy-related practices includes the following:
If you have any questions, comments, or concerns about this Policy or about our privacy practices, please contact us at info@agile-ep.com.
You may also send your privacy-related comments or questions to the following address:
Agile Estate Planning, LLC
Attention: Privacy Policy Compliance
600 1st Ave, Suite 330, PMB 25952
Seattle, Washington 98104
