Agile Estate Planning

Agile Estate Planning builds estate planning and probate software specific to Washington and Oregon. We offer a subscription-based platform for automated estate planning drafting that include high-quality client intake questionnaires, an expansive legal document library, and custom estate plan summaries.

Our system combines the power of XpressDox document assembly with the convenience of the cloud, so that users can generate custom legal documents based on information entered during an intuitive interview process. Users can then download the customized documents as Microsoft Word or PDF files, which can be edited, stored, and used like any other Word or PDF file.