Frequently Asked Questions

---

A 2019 report from a leading consumer researcher found that 54% of people polled said they would always choose an automated option over human interaction if it saved them 10 minutes. Using online tools became even more popular during the pandemic.

An online questionnaire allows clients to enter their information on their own time, at their own pace.

Our software system runs on an XpressDox Publisher platform, which provides you with access to the XpressDox technology without having to pay for an XpressDox license - saving you $59 a month per user!  Therefore, you only need to subscribe to our platform.  You will, however, need to use Microsoft Word to be able to download and use the assembled documents.

Because our products are accessed and assembled in the cloud, you can access it using a Mac or a PC.  You will need access to the internet and Microsoft Word (for Mac or PC) to download and use the assembled documents. 

Unfortunately, no.  Only Agile can add forms to a library.  If you would like to create your own templates, you will need to purchase a separate license for XpressDox and build your own forms library.  Agile can help you build your own library if you need it.

All data related to a client is saved in an "answer file" tied to that client's name for easy identification.  The Answer file is saved in XpressDox Cloud-hosted servers and is only available to those related to your firm's subscription.  You can also download any client's answer file and save it onto your local hard drive if you wish.  XpressDox Servers are securely hosted with Azure in the USA, Canada, Germany, and Australia. All XpressDox Cloud-hosted servers are managed, with full backup and geo-redundancy.  If you decide to terminate your subscription, we will get you a copy of your client data stored in the Agile cloud.

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 will notify our users when updates are made.

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! 

No, you can use either product as many times as you want during your subscription period.

You can find our how-to videos for the Questionnaire and Estate Planning Forms HERE.