Agile Estate Planning is built around coordinated estate planning packages.
This reflects a core principle: an estate plan is not a single document. It is a coordinated set of instruments that work together to carry out a client’s intent.
A Will or Trust governs asset distribution.
Powers of Attorney govern incapacity.
Health care documents address medical decision-making.
Fiduciary appointments must align across all instruments.
Distribution provisions must remain internally consistent.
Because an estate plan functions as a system rather than a standalone document, Agile EP structures planning around coordinated packages rather than isolated forms.
At the same time, not every client engagement is structured the same way.
Some couples want identical plans.
Some require fully independent documents.
Some want a shared trust but individualized decision-makers.
To reflect how attorneys actually design estate plans, Agile EP provides four distinct drafting structures within its estate planning packages.
The structure you select determines:
Whether documents are drafted together or separately
Whether terms mirror or diverge
How fiduciaries are coordinated
How the interview workflow progresses
These structural choices exist across state products.
Why Structural Selection Comes First
Before selecting fiduciaries or drafting dispositive provisions, the first architectural decision is structural:
Are the two clients drafting coordinated plans or independent ones?
Will they share a trust?
Should ancillary documents mirror one another or differ?
The structure selected determines:
Whether documents are drafted together or separately
Whether terms mirror or diverge
How fiduciaries are coordinated
How the drafting workflow is organized
These structural options exist across state products and apply before detailed drafting begins. Once selected, the system configures the interview and document output to align with that framework.
The Four Structural Models
Mirrored Plans for Couples
When two clients are aligned in fiduciaries, dispositive provisions, and overall objectives, a Mirrored Plan provides structural symmetry and the fastest way to draft a complete estate plan for a couple.
Under this model:
Two legally distinct sets of documents are generated.
Terms intentionally match across both plans.
Fiduciaries and authorities mirror one another.
Drafting occurs simultaneously for efficiency.
This structure prioritizes consistency and streamlined workflow while maintaining two separate estate plans.
This model is available for married and unmarried couples planning together.
Separate Plans for Couples
When alignment is not desired — or not appropriate — Separate Plans allow each client’s estate plan to stand fully on its own.
Under this model:
Each person’s documents are drafted independently.
Fiduciaries and dispositive provisions may differ.
Drafting occurs sequentially.
Each plan remains structurally distinct within the system.
This structure prioritizes customization and clarity over symmetry.
This model is available for married and unmarried couples planning together or if only one spouse or partner is doing planning separately.
Joint Trust with Mirrored Ancillaries
Many married clients prefer a single joint revocable trust as the central planning instrument.
In this structure:
One joint trust governs both parties.
Each individual signs their own ancillary documents.
The ancillary documents mirror one another in fiduciary selection and authority.
This model maintains a unified trust structure while keeping incapacity documents coordinated.
Available for married couples only.
Joint Trust with Separate Ancillaries
Sometimes clients share a joint trust but differ in personal fiduciary preferences.
In this structure:
The joint trust remains the shared governing instrument.
Each person’s ancillary documents (powers of attorney, health care documents, etc.) are drafted independently.
Individual decision-makers and preferences are preserved.
This model balances a unified trust with individualized authority planning.
Available for married couples only.