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Agile EP Announcements

• EP Software Updates

  • August 20, 2026
    Created on Thu, 20 Aug at 3:23 AM by Bethany Keaveny
  • August 17, 2026 - New engagement documents, Document Selection redesign, document accuracy fixes
    Created on Mon, 17 Aug at 2:29 PM by Bethany Keaveny
  • August 8, 2026 - Trust document proofing pass, Estate Plan Summary cleanup
    Created on Fri, 7 Aug at 4:34 AM by Bethany Keaveny
  • August 5, 2026 New Templates: Irrevocable Gift Trust, Notice of Withdrawal Right, and Status of Property Agreement
    Created on Wed, 5 Aug at 3:22 AM by Bethany Keaveny
  • June 16th - New Plan Summary Review Templates Launched
    Created on Wed, 5 Aug at 3:19 AM by Bethany Keaveny
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• Probate Software Updates

  • August 20, 2026
    Created on Thu, 20 Aug at 4:07 AM by Bethany Keaveny
  • June 2026 Update — Guardian ad Litem, EHB 2445 Compliance, and Package Review Sheets
    Created on Wed, 5 Aug at 3:25 AM by Bethany Keaveny

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

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• Choosing a Template for for Married Clients Planning Separately

  Created on Mon, 9 Feb at 1:24 PM by Katie Groblewski
• February 9, 2026 Updates - EP Questionnaire Updates

  Created on Mon, 9 Feb at 2:13 PM by Katie Groblewski
• Remove "required" status from email entry for parties

  Created on Mon, 9 Feb at 2:19 PM by Katie Groblewski