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Using the Agile Platform

Drafting Documents

Step-by-step guidance for generating and managing estate planning documents within the Agile platform.

Help Center
Help Topics
Using the Agile Platform

Drafting Documents

Step-by-step guidance for generating and managing estate planning documents within the Agile platform.

Overview: How to draft a document in Agile EP
What Is an Answer File?
Saving and Managing Client Data in Answer Files
Using Answer Files for Drafting
Using Sample Data to Explore Drafting Scenarios
How do I assemble documents after drafting is complete?

Streamlining estate planning with state-specific forms and powerful automation tools to save you time and enhance client satisfaction.

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