EP Nagivator

EP Navigator makes estate planning simple, affordable, and convenient.  As an rF Client, you can now try our new in-house tool that allows you to build comprehensive estate plans for a fraction of the cost.

EP navigator logo - estate planning service

Why EP Navigator?

Try a simple approach to estate planning with our NEW EP Navigator, allowing you to make estate plans quickly for a fraction of the cost. 

How does it work?


Create an account

Set up your own account to see your estate plan progress.


Fill out our questionnaire

Complete our questionnaire so we know exactly what your needs are.


Create your estate plan

EP Navigator will help us make your custom estate plan.


Attorney Approval

Your estate plan gets sent to a licensed attorney in almost any state. You can even sign your documents electronically.

Choose your Service

Pick an option that best suits your needs.

This option is perfect for individual planning.

This option is designed for couples managing their assets together.

Want to create an estate plan that includes a trust? This option is similar to the EPN Married option, including the option to create a trust for a bundled price.

Ready to Get Started?
Get your free quote.

Fill out the form below and see your quoted price estimate.

We will be in touch with you within 1-2 business days to get you started!

* Note: This additional services is only available to ongoing rF Clients. See our plans & pricing to get started.