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Agile EP Announcements

• EP Software Updates

  • Engagement Letter - Custom Letterhead
    Created on Mon, 28 Sep at 8:29 AM by Bethany Keaveny
  • Joint Trust Summary, Execution and Funding Instructions
    Created on Mon, 28 Sep at 8:27 AM by Bethany Keaveny
  • Oregon: Durable Power of Attorney updates
    Created on Mon, 28 Sep at 8:25 AM by Bethany Keaveny
  • STOP — Confirm Client warning on the questionnaire Setup tab
    Created on Mon, 14 Sep at 3:26 AM by Bethany Keaveny
  • September 11, 2026 - Questionnaire fixes for Widows and WA HCD pregnancy provision
    Created on Fri, 11 Sep at 4:15 AM by Bethany Keaveny
  See all topics (15)

• Probate Software Updates

  • Minor Formatting Updates September 16, 2026
    Created on Wed, 16 Sep at 7:45 AM by Bethany Keaveny
  • Signed-at venue lines now honor your firm's state - Important Dates and Deadlines Chart Fixes
    Created on Mon, 14 Sep at 4:27 AM by Bethany Keaveny
  • September 1, 2026 - Package Review: mark-up tools on every sheet
    Created on Tue, 1 Sep at 5:05 AM by Bethany Keaveny
  • August 31, 2026 - Mark Up Your Review Sheets, Plus Letter and Mailing Corrections
    Created on Mon, 31 Aug at 7:58 AM by Bethany Keaveny
  • August 20, 2026
    Created on Thu, 20 Aug at 4:07 AM by Bethany Keaveny
  See all topics (6)

Tips & Tricks

• Drafting Tips

  • Choosing a Template for for Married Clients Planning Separately
    Created on Mon, 9 Feb at 1:24 PM by Katie Groblewski

• User Q&A

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Community Ideas

• Washington Estate Planning Ideas

  • Remove "required" status from email entry for parties
    Created on Mon, 9 Feb at 2:19 PM by Katie Groblewski

• Oregon Estate Planning Ideas

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• Washington Probate

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Trending topics

Showing recently popular topics

• STOP — Confirm Client warning on the questionnaire Setup tab

  Created on Mon, 14 Sep at 3:26 AM by Bethany Keaveny
• Oregon: Durable Power of Attorney updates

  Created on Mon, 28 Sep at 8:25 AM by Bethany Keaveny
• Engagement Letter - Custom Letterhead

  Created on Mon, 28 Sep at 8:29 AM by Bethany Keaveny