EP Software Updates
Official updates on new features, enhancements, bug fixes, and other improvements. This forum is the primary source for recent changes and releases, including release notes, feature overviews, timelines, and important notices.
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August 20, 2026
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August 17, 2026 - New engagement documents, Document Selection redesign, document accuracy fixes
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August 8, 2026 - Trust document proofing pass, Estate Plan Summary cleanup
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August 5, 2026 New Templates: Irrevocable Gift Trust, Notice of Withdrawal Right, and Status of Property Agreement
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June 16th - New Plan Summary Review Templates Launched
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February 9, 2026 Updates - EP Questionnaire Updates
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February 2, 2026 Update - Questionnaire Updates
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July 28, 2025 Update - Boilerplate Updates to Wills and Revocable Trusts
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November 10, 2025 Update - New Document Template - Title Holding Trusts