Estate Planning Forms

Estate Planning Forms: Streamline Your Practice with Fast, High-Quality, State-Specific Documents

Generate High-Quality Documents in Minutes, Not Hours

We understand that efficient document creation is essential for a successful practice. With Agile Estate Planning, you can create accurate, state-specific documents in just minutes, not hours, giving you back valuable time to focus on your clients and growing your practice. Plus, we’re the only solution specifically focused on providing estate planning content tailored for Washington and Oregon.
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I think this software creates a final product that is exceptional.

Why Are Our Forms Better?

Our forms are designed for speed, accuracy, and flexibility. With state-specific customization, plain language, and a user-friendly interface, we make estate planning faster and easier—while ensuring compliance and client satisfaction.

Without Agile EP

  • Cut and Paste Forms Banks
  • National, Cookie-Cutter Documents
  • Obtuse 100-Page Documents
  • Manual Rewrites for Non-Traditional Plans
  • Sparse or Non-Existent Plan Summaries

With Agile EP

  • Consistent, High-Quality Forms
  • State-Specific Customs, Styles and Laws
  • Simpler, Readable Documents
  • Complete Options for Unmarried Couples
  • Narrative Summary In Every Plan
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What Forms Are Included?

Your subscription includes estate plan options that range in complexity from simple nontaxable plans to taxable,  disclaimer, and GST-tax plans. Our system provides for single clients, married clients, unmarried partners and widows and widowers , all specific to Washington and Oregon laws.

Estate Planning Software Interface – A computer screen displays estate planning document selection options from Agile Estate Planning.

View Our Complete Forms List

We understand how important a good set of forms are to a drafting-focused practice. Our philosophy is to provide you with the best forms that are core to your practice.

See Our Complete List Of Forms

Key Features of Our Estate Planning System

Our intuitive platform offers powerful tools to streamline your practice. From easy-to-use online questionnaires to customizable documents and flexible distribution options, we help you create accurate, client-friendly estate plans quickly and efficiently.
Online Client Questionnaire

Easily gather client info and draft complete estate plans with our online questionnaire.

Plain Language Documents

Clear, easy-to-read templates with modern fonts and non-binary pronouns, typically 35 pages long.

Flexible Distribution Options

Customizable asset distribution for couples and individuals with flexible trust terms.

User-Friendly Design

Create estate plans quickly, store client data securely, and update plans with ease.

Client-Friendly Summaries

Generate simple summaries to help clients understand their estate plan.

Simplify Your Estate Planning Process

Generate polished, state-specific documents in minutes. Start creating today!

Start Your Free Trial

Frequently Asked Questions

Please contact us at support@agile-ep.com if you cannot find an answer to your question.

We pride ourselves on designing complex documents that are easier to read and feel custom to your clients. We want you to feel proud delivering your work product to your clients. The longest, most complex form we have (e.g., with GST Tax, full dynasty planning, with closely held business  issues is about 35 pages). Our simplest Will (e.g., all outright to a spouse with disposition to children via UTMA accounts at the second death) is about 10 pages.

Unfortunately, no. Only Agile can add forms to a library. We are always adding more options and forms so if there is a particular option or form that you would for us to consider, please send it to us at support@agile-ep.com.

However, if you would like to create your own firm templates, you will need to purchase a separate license for XpressDox and build your own forms library. We can help you build your own custom forms library if you need it.

All of our forms, whether in the client intake package or the complete library, were created by estate planning attorneys, developed over decades of practice. We aim to maintain these forms as laws change and notify our users when updates are made (typically once a month).

You can edit a form just like any other word document AFTER it has been assembled and downloaded from the cloud. If instead you have suggestions, revisions, or a wish list document for our library, please contact our support team – we would love to coordinate with you!

Our software provides comprehensive document drafting for Washington and Oregon attorneys. Our platform includes Wills, Revocable Trusts—both joint and individual—Financial and Healthcare Powers of Attorney, Advance Directives, Trust Funding Instructions, comprehensive Plan Summaries nd even real estate deeds. See our complete list on above on this page.

Our founding attorney is Katie Groblewski. Katie has been an trusts & estates lawyer for going on 23 years. She is an ACTEC fellow and has spent a career in big law firms working on cases that range from the simple to the very complex. In the last four years, Katie started my own small firm and this software company, Agile Estate Planning.

Our founding tech partner is Bethany Keaveny. Bethany has over 25 years of experience in document automation consulting and has built hundreds of estate planning forms systems for her clients.

Our document templates use a plain language approach by eliminating legalese like “heretofore” and we use modern font, legal numbering, and non-binary pronouns when wanted. We believe that estate planning works better when clients can read and follow the flow of their documents whenever possible.

Your subscription will allow you to produce a narrative summary of each estate plan you’ve drafted. The summaries track the documents and endeavor to explain complex plans in simple prose to help your clients feel at ease with what they’re signing. They hit the highlights of what clients care about the most, but they also aim to cover important topics that should be explained.

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Agile Estate Planning- Complete Library Forms List

Last Updated February 9, 2025

Agile Estate Planning has a full suite of forms for use by estate planning attorneys. The best way to check out the options is to try the software using our 14-day free trial. We know that choosing a forms software is difficult, but look at our list below to see that we have what you need to draft documents for your practice. We are also continuously adding forms, so if you don’t see something you need, email us at support@agile-ep.com and see if we’re building it now!

OUR FORMS LIST

Wills and Revocable Trusts (for Washington and Oregon)
  • Documents for Married and Unmarried Clients (including unmarried joint clients doing planning together or separately)
  • Prepare Mirror-Image Documents or Different Documents for each joint client
  • Prepare joint revocable trusts or singular revocable trusts for each spouse or partner
  • Co-Fiduciaries allowed (with succession language on each level that co-fiduciaries are named)
  • Binary and Non-Binary pronouns for all people in documents
  • Specific Bequest Provisions (Specific dollar amounts, specific assets and more)
  • Personal Property Bequests (Stand-alone gift lists, disposition inside of Will, tax and expense allocation)
  • Pet care provisions
  • Residuary distributions that allow for a distribution of the complete residue in equal shares or different shares to different beneficiaries

Options to Provide for a Surviving Spouse or Partner

Multiple choices for disposition to a surviving client via trust

  • Credit Trusts, Disclaimer Trusts, Marital Trusts, Various Tax Formulas including GST formulas
  • Outright distribution
  • “Skip the Spouse” option where no portion of the residue of the estate passes to the spouse or partner. Specific bequests to spouse or partner are still available.

Residuary Distributions – Outright Options
  • Distribute assets outright to beneficiaries without any restriction or condition
  • Distribute assets outright to beneficiaries, but if any beneficiary is under age 25, distribute the beneficiary’s assets to a custodian to manage the assets under UTMA
  • Distribute assets outright to beneficiaries, but if any beneficiary is under an age that you choose, distribute the beneficiary’s assets to a Trustee to manage the assets in a discretionary trust until that chosen age.

Residuary Distributions – Testamentary Trust Options
  • Co-Trustees allowed (with succession language on each level that co-trustees are named)
  • Pot Trust for children of client
  • Separate Trusts for Beneficiaries (created initially or after division of the Pot Trust for children)
  • Dynasty Planning – full GST planning for the perpetuities period
  • Age-Specific Distributions – distribute the trusts “in stages at ages”
  • Three types of Powers of Appointment – benefit descendants, descendants and charities or the broadest type of special power of appointment appointees
  • Include choices to add ability to maintain residence in trust, divert trust income to charity, withhold distributions for various reasons

Financial Powers of Attorney (for Washington and Oregon)
  • Effective upon incapacity or immediately with post-death effectiveness for HIPAA
  • An option to make a spouse’s designation immediate with other agents effective only upon incapacity
  • Full suite of options for the Agent’s powers – you can select the types of powers
  • Optional provisions for closely-held businesses – with diversification waivers and conflicts of interest addressed
  • Optional provisions to allow Agent to make gifts, to whom and under what circumstances
  • Optional provisions to manages 529 plans and donor advised funds for the principal
  • Coordination with Healthcare Agent to enable payment for healthcare needs
Health Care Powers of Attorney (for Washington)
  • Effective immediately with post-death effectiveness for HIPAA
  • Various intent options for client intent for healthcare
  • Choices regarding organ donation (including prohibiting Agent to override desire to NOT donate organs)
  • Choices regarding disposition of remains (including burial, cremation and human composting)
Health Care Directives (for Washington)
  • Choices to keep or withdraw life sustaining treatment
  • Choices regarding organ donation intent
Advanced Directives (for Oregon)
  • Effective immediately with post-death effectiveness for HIPAA
  • Various intent options for client intent for healthcare
  • Choices regarding organ donation
  • Ability to appoint Representative to care for minors’ healthcare needs
Disposition of Remains (for Oregon)
  • Appointment of Agent to manage disposing of client’s bodily remains
  • Choices regarding disposition of remains (including burial, cremation and human composting)
  • Coordination with Directive to honor organ donation wishes
HIPAA Authorizations (for Washington and Oregon)
  • Separate authorization for access to personal health information under HIPAA to determine incapacity
Community Property Agreements (for Washington)
  • Conversion of all property to community property (2-Prong)
  • Exceptions of some property from community conversion
  • Vesting of community property at death in survivor (3-prong)
  • Vesting of community property at death with disclaimer provisions

Estate Plan Summary
  • Summary detailing documents and provisions in each document listed above, written in plain language for the client’s benefit.
Codicils and Trust Amendments
  • Forms built to draft codicils or revocable trust amendments that change one or more paragraphs or sentences in a document.
Certification of Agent Under Power of Attorney (for Washington)
  • Statutory document allowing Agent to certify their authority under a power of attorney
Temporary Delegation of Parental Powers (for Oregon and Washington)
  • Document authorizing a person to have custody of and care for a minor for a limited duration (often used when parents are vacationing without kids).
Real Estate Deeds
  • Warranty Deeds (For Oregon and Washington)
  • Quit Claim Deeds (For Oregon and Washington)
  • Bargain and Sale Deeds (For Oregon)
  • Transfer on Death Deed (For Washington)
Client Facing Handouts (for Oregon and Washington)

These are downloadable PDFs that you can brand with your firm name and name to give to clients in advance or as a follow up to meetings. The current options are meant to give clients more information to standard estate planning questions asked by new clients.

  • Choosing Your Minor’s Guardian
  • The Basics of Estate Planning
  • Choosing Your Fiduciaries
  • Need a Will or a Revocable Trust?

These are downloadable PDFs that you can brand with your firm name and name to give to clients in advance or as a follow up to meetings. The current options are meant to give clients more information to standard estate planning questions asked by new clients.

  • Choosing Your Minor’s Guardian (Click on the example below) Choosing a Guardian.pdf
  • The Basics of Estate Planning
  • Choosing Your Fiduciaries
  • Need a Will or a Revocable Trust?

Privacy Policy

Last Revised on November 24, 2024

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.

POLICY SCOPE

This Policy describes our practices in connection with personal information that we collect, use, and disclose:

  • When you access or use either of our websites (agile.xpressdox.com/Account/Login) and (agile-ep.com), and their respective subpages or subdomains, and other online services (collectively, the “Websites and Online Services”);
  • In connection with creating a user account, the information collected during signup and the information gathered from your account settings;
  • About individuals who communicate with Agile in a business capacity, such as vendors, professional service providers, adverse parties, and expert witnesses;
  • When you attend our events; 
  • When you apply for a job with us and, if your application is accepted, during the course of your employment with us; and
  • Through any other business interactions you may have with us.

Collectively, we refer to all of the above as the “Services.”

COLLECTION OF PERSONAL INFORMATION

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:

 

  • Contact information, such as your first and last name, firm name, email address, billing and mailing addresses, phone number and social media profiles; 
  • Profile data, such as your username and password that you may set to establish an online account with us, age, gender, social security number, biographical details, interests, preferences, information about your participation in our events, promotions, contests, or surveys, and any other information about you or your law firm that you add to your account profile. 
  • Payment and transactional data needed to complete your orders on or through the Services (including name and payment information), and your purchase history.
  • Government-issued identification numbers such as social security number, driver’s license number, alien number, or state-issued identification number in connection with a job application or to provide Services;
  • Communications that we exchange with you, including when you contact us with questions or feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum,  through email or otherwise. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Marketing data, such as your preferences for receiving our marketing communications and email lists and details about your engagement with them; 
  • Research data that you provide when you agree to participate in our surveys or research activities, such as your survey responses;
  • Feedback, comments, ideas, and forms edits or examples that you provide to us in any format or forum, including postings on the Website or communications with us. Agile will treat any such feedback you provide to us as non-confidential and non-proprietary.
  • Photos, videos, and audio files that contain images or voice recordings; and
  • Other data not specifically listed here, which you choose to provide.

++Information We Collection Automatically. We may also automatically collect information about you when you use or access the Websites and Services, including:

 

  • Online Activity. Online activity data, such as pages or screens you viewed, how long you spent on a page or screen, the website you visited before browsing to the Website and Online Services, navigation paths between pages or screens, information about your activity on a page or screen, access times, and duration of access, and whether you have opened our marketing emails or clicked links within them.
  • Device Information. Device information such as your computer’s or mobile device’s operating system type and version, manufacturer and model, browser type, screen resolution, RAM and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique identifiers (including identifiers used for advertising purposes), language settings, mobile device carrier, radio/network information (e.g., WiFi, LTE, 3G), and general location information such as city, state, or geographic area.
  • Information Collected by Cookies and Other Tracking Technologies. We and our service providers may use various technologies to collect information about your use of the Services, including cookies, web beacons and other tracking technologies. Cookies are small data files stored on your hard drive or in device memory that help us to, among other things, improve the Websites and Online Services and your experience, see which areas and features of the Websites and Online Services are popular, and count visits. Web beacons (also known as “pixel tags” or “clear GIFs”) are electronic images that may be used on the Websites and Online Services or in our emails and help deliver cookies, count visits, understand usage and campaign effectiveness, and determine if an email has been opened and acted upon. For example, we use Google Analytics to help us understand user activity related to our Services. You can learn more about Google Analytics cookies at https://developers.google.com/analytics/resources/concepts/gaConceptsCookies and about how Google protects your data at https://support.google.com/analytics/answer/6004245.
  • For more information about removing or rejecting cookies, please see the Your Privacy Rights and Choices section, below. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of the Website and Online Services. 

 

++Information We Collect from Other Sources. We may also collect personal information about you from other sources, including:

 

  • Public sources, such as social media platforms, publications, and news sites, which we may combine that with information we collect through the Services. For example, we may use information from LinkedIn to update information about you in our contact database.
  • Data providers, such as information services and data licensors, that provide demographic and other information.
  • Marketing partners, such as companies that have entered into joint marketing relationships or other joint ventures with us.

 

++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.

HOW WE USE YOUR INFORMATION

We use the personal information we collect from and about you for the following purposes: 

 

  • Service delivery. We use your personal information to:
    • Provide, operate, and improve the Services and our business;
    • Process your payments and complete transactions with you;
    • Establish and maintain your user profile on the Services;
    • Enable security features of the Services, such as by sending you security codes via email, and remembering devices from which you have previously logged in;
    • Communicate with you about the Services, including by sending announcements, updates, security alerts, and support and administrative messages;
    • Provide support for the Services, and respond to your requests, questions and feedback.
  • Service improvement and analytics, such as to personalize and improve your experience on the Websites and Online Services; monitor and analyze usage, trends, and activities related to the Websites and Online Services, and identify, report, and repair errors that impair the functionality of the Websites and Online Services;
  • Marketing, such as promotional external messaging and marketing, to send newsletters, updates, and other communications we think will be of interest to you, including about our services, programming, and events unless you have opted out of such communications (see Opting Out of Marketing Communications for more information) and to administer surveys and promotional drawings. Additionally, we may use anonymized feedback content for external marketing purposes to highlight user experiences and promote our services;
  • Firm-sponsored events, such as to fulfill your event registration requests and provide services, including the provision of seminars and other events, and to facilitate any continuing legal education credits earned;
  • To manage our hiring and recruiting activities, such as to assess your skills, qualifications, and suitability for a particular role or opportunity, communicate with you about the recruitment and hiring process, respond to your requests, inquiries, and comments, verify your information, complete your reference and/or background checks (where applicable) if we offer you a position or other opportunity with us, and improve our recruitment and hiring process more generally;
  • Contractual purposes, such as to enter into or carry out contracts;
  • Communication purposes, such as communicating with you about professional services you provide to Agile and about the Services we provide, responding to your questions, comments, and requests when you contact us, and providing information or services you request and sending you related information;
  • Legal and compliance purposes, such as to implement internal policies, detect, investigate, and respond to suspected fraud, security incidents, or other activity that is illegal or violates our policies, exercise a legal claim, cooperate with law enforcement investigations, and comply with applicable laws, regulations, legal processes, or governmental requests; and
  • To enable solely internal uses in a lawful manner that are reasonably aligned with your expectations based on our interactions with you and that are compatible with the context in which the information was provided to us.
How We Share Your Personal Information

We may disclose your personal information as follows or as otherwise described in this Policy: 

 

  • To related entities, including our affiliates, subsidiaries, and other companies under common control and ownership.
  • To service providers that provide services on our behalf or help us operate our business, including web hosting, information technology, customer support, print and mail fulfillment, email delivery, marketing, website analytics and payment processors). These service providers and contractors may also include our support vendors, as well as experts, consultants, and other professionals that assist in connection with us providing Services. For example, the Website is hosted by XpressDox Publisher (https://publisher.xpressdox.com/) and utilizes XpressDox document automation software (https://xpressdox.com) in connection with the provision of Services accessed on the Website. You will therefore be subject to the privacy policy (https://xpressdox.com/policies/privacy/) and end-user license agreement (https://xpressdox.com/policies/eula/) of XpressDox when accessing the Website. 
  • To professional advisors, such as lawyers, auditors, bankers, and insurers, in the course of the professional services that they render to us.
  • To business and marketing co-sponsors, such as third parties with whom we co-sponsor events.
  • To authorities and others, when we believe disclosure is in accordance with, or required by, any applicable law or legal process, including lawful requests by public authorities to meet national security or law enforcement requirements.
  • Disclosures to enforce our agreements or policies, if we believe your actions are inconsistent with our agreements or policies, or to protect the rights, property, and safety of us or any third party.
  • To business transferees, such as in connection with, or during negotiations of any merger, financing, divestiture, restructuring, reorganization, dissolution, or other sale of Agile’ assets or acquisition of all or a portion of our business to another company (including in connection with a bankruptcy or similar proceedings).
  • With your consent or at your direction, including if we notify you that your personal information will be disclosed in a particular manner, and you provide such personal information.

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.

Your Privacy Rights and Choices

You have the following choices with respect to your personal information: 

 

  • Opt-out of marketing communications. You may opt-out of marketing-related emails, including newsletters, by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us. You may continue to receive service-related and other non-marketing emails.
  • Cookies. Most browser settings let you delete and reject cookies placed by websites. Many browsers accept cookies by default until you change your settings. If you do not accept cookies, you may not be able to use all functionality of the Service and it may not work properly. For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit www.allaboutcookies.org. You can prevent the use of Google Analytics relating to your use of our sites by downloading and installing a browser plugin available at https://tools.google.com/dlpage/gaoptout?hl=en.
  • Local storage. You may be able to limit use of HTML5 cookies in your browser settings. Unlike other cookies, Flash-based local storage cannot be removed or rejected via your browser settings, but you can adjust the settings of your Flash player to block it. Blocking Flash storage may impede the functionality of Flash applications, including those employed by our Services. For more information on Flash local storage visit https://helpx.adobe.com/flash-player/kb/disable-local-shared-objects-flash.html.
  • Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
  • Decline to provide information. We need to collect personal information to provide certain Services. If you do not provide the information we identify as required or mandatory, we may not be able to provide those Services.
Data Retention

  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.

SECURITY PROCEDURES

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

Additional information about miscellaneous privacy-related practices includes the following: 

 

  • Other sites and services. Our Services may contain links to websites, mobile applications, and other online services operated by third-parties. In addition, our content may be integrated into web pages or other online services that are not associated with us. These links and integrations are not an endorsement of, or representation that we are affiliated with, any third-party. We do not control websites, mobile applications or online services operated by third-parties, and we are not responsible for their actions.
  • Third-party features, advertising and websites. Third-parties interact with our Services in various ways. These third-parties are independent of us and this privacy policy does not apply to the information they may collect about you and your interaction with them through our Services. Our privacy policy does not apply to, and we are not responsible for, third-party cookies, web beacons or other tracking technologies. In addition, these third-party websites may solicit personal information from you and may provide your information to third-parties for uses that are different than the ways in which we use your information.
  • Social Media or sharing features. Our Services may offer social sharing features or other integrated tools (for example, Linked In), which let you share actions you take on our Services with other media, and vice versa. When you use these features and tools, you may share information with your friends or the public, depending on the settings you establish with the third-party that provides the social sharing feature. For more information about the purpose and scope of data collection and processing in connection with social sharing features, we encourage you to read the privacy policies of the third-parties that provide these features.
  • Location information. The settings of your Internet browser or mobile device may allow you to stop sharing your precise location with us or others. You can also stop our collection of location information in connection with mobile applications by following the standard uninstall process.
  • Children’s privacy. We do not intentionally or knowingly collect personal information from children under the age of 13 without verifiable parental consent. If we become aware that a visitor under the age of 13 has submitted personal information without verifiable parental consent, we will remove his or her information from our files. If you become aware that a child under the age of 13 has provided us with personal information without verifiable parental consent, please email us at the email address below.
  • United States law. We are based in the United States and the information we collect is governed by United States law and the states where our attorneys are licensed to practice law. By accessing or using our Services or otherwise providing information to us, you are consenting to the transfer, processing, usage and storage of your information in the United States.
  • California Privacy Rights. Under California’s Shine the Light law (California Civil Code Section 1798.83), California residents may ask companies with whom they have formed a business relationship primarily for personal, family or household purposes to provide the names of third parties to which they have disclosed certain personal information (as defined under the Shine the Light law) during the preceding calendar year for their own direct marketing purposes and the categories of personal information disclosed. You may send us requests for this information to info@agile-ep.com. In your request, you must include the statement “Shine the Light Request,” and provide your first and last name and mailing address and certify that you are a California resident. We reserve the right to request additional information to confirm your identity and California residency. Please note that we will not accept requests via telephone, mail, or facsimile, and we are not responsible for notices that are not labeled or sent properly, or that do not have complete information.
Contact 

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