Agile Estate Planning Overview

Agile Estate Planning is an advanced document generation software designed to simplify the creation of estate planning documents, including wills, trusts, power of attorney, and healthcare directives. The software offers an intuitive, step-by-step interface that guides users through the estate planning process, ensuring that all necessary documents are generated accurately and according to legal standards. Agile Estate Planning automates the document creation process by using customizable templates, allowing users to tailor their estate plans to their specific needs. The platform also includes features for storing and organizing documents securely, with easy access for clients, legal professionals, or family members. With built-in compliance checks, Agile Estate Planning ensures that all documents adhere to local, state, and federal regulations, minimizing the risk of errors or omissions. Additionally, the software allows for collaboration between estate planners, attorneys, and clients, providing a seamless workflow for creating, reviewing, and finalizing documents. By automating document generation and improving workflow efficiency, Agile Estate Planning helps individuals and professionals streamline the estate planning process.

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Contact Details

  • Vendor Name Agile Estate Planning
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Consumer Goods, Higher Education, Information Technology & Services, Law Practice, Legal Services

Agile Estate Planning Features

  • Arrow Icon Multiple Output Formats
  • Arrow Icon Batch Processing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Digital Signature
  • Arrow Icon Templates

Agile Estate Planning Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Agile Estate Planning FAQs

Agile Estate Planning is an advanced document generation software designed to simplify the creation of estate planning documents, including wills, trusts, power of attorney, and healthcare directives. The software offers an intuitive, step-by-step interface that guides users through the estate planning process, ensuring that all necessary documents are generated accurately and according to legal standards. Agile Estate Planning automates the document creation process by using customizable templates, allowing users to tailor their estate plans to their specific needs. The platform also includes features for storing and organizing documents securely, with easy access for clients, legal professionals, or family members. With built-in compliance checks, Agile Estate Planning ensures that all documents adhere to local, state, and federal regulations, minimizing the risk of errors or omissions. Additionally, the software allows for collaboration between estate planners, attorneys, and clients, providing a seamless workflow for creating, reviewing, and finalizing documents. By automating document generation and improving workflow efficiency, Agile Estate Planning helps individuals and professionals streamline the estate planning process.

  • No, Agile Estate Planning does not offer a free version.

  • Yes, Agile Estate Planning offers a free trial.

  • No, Credit Card details are not required for the Agile Estate Planning trial.

  • No, Agile Estate Planning does not offer an API.

  • Agile Estate Planning supports the following languages:
    • English

  • Following are the typical users of the Agile Estate Planning:
    • Self-Employed , Small-Business , Midsize-Business

  • Agile Estate Planning supports the following deployment:
    • Cloud Hosted

  • Agile Estate Planning supports the following devices and operating systems:
    • Web-Based