How it works for you
Four simple steps from invitation to signed estate plan.
Connect with your attorney
Your attorney creates your matter on ePlanHub and invites you. No searching for a lawyer—they bring you onto the platform.
Complete your intake at your own pace
Answer a guided questionnaire about your assets, family, and wishes. Save and continue anytime—no deadline pressure.
Review your documents
Your attorney drafts your will, trust, or power of attorney. You review them online, request changes, and approve—all in the platform.
Sign from anywhere
Sign your legally binding estate planning documents electronically. No office visit, no printing, no notary trips required.
Built around your peace of mind
We handle the complexity so you can focus on what matters.
Bank-grade security
Your personal and financial information is encrypted and stored with the same security standards used by financial institutions.
Full visibility
Always know where your estate plan stands. Track every document, signature, and approval in real time.
Everything in one place
Your documents, communications, and attorney relationship—all organized in your private portal.
Direct attorney messaging
Communicate with your attorney directly through the platform. No phone tag, no lost emails.
Your information is safe with us
Estate planning involves sensitive personal and financial details. We take that seriously.
- Work with licensed estate planning attorneys
- Documents comply with your state's requirements
- Electronic signatures are legally binding
- Your data is never sold or shared
- Accessible from any device, any time