Agile EP Announcements
Official product announcements and updates, including feature highlights.
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EP Software Updates
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Engagement Letter - Custom Letterhead
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Joint Trust Summary, Execution and Funding Instructions
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Oregon: Durable Power of Attorney updates
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STOP — Confirm Client warning on the questionnaire Setup tab
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September 11, 2026 - Questionnaire fixes for Widows and WA HCD pregnancy provision
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Engagement Letter - Custom Letterhead
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Probate Software Updates
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Minor Formatting Updates September 16, 2026
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Signed-at venue lines now honor your firm's state - Important Dates and Deadlines Chart Fixes
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September 1, 2026 - Package Review: mark-up tools on every sheet
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August 31, 2026 - Mark Up Your Review Sheets, Plus Letter and Mailing Corrections
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August 20, 2026
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Minor Formatting Updates September 16, 2026