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 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.
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.Â
Set up your own account to see your estate plan progress.
Complete our questionnaire so we know exactly what your needs are.
EP Navigator will help us make your custom estate plan.
Your estate plan gets sent to a licensed attorney in almost any state. You can even sign your documents electronically.
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.
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.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
