Last Updated February 9, 2025

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Agile Estate Planning has a full suite of forms for use by estate planning attorneys. The best way to check out the options is to try the software using our 14-day free trial. We know that choosing a forms software is difficult, but look at our list below to see that we have what you need to draft documents for your practice. We are also continuously adding forms, so if you don’t see something you need, email us at support@agile-ep.com and see if we’re building it now!

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A snapshot of how we organize the forms in our system.

OUR FORMS LIST

Wills and Revocable Trusts (for Washington and Oregon)

• Documents for Married and Unmarried Clients (including unmarried joint clients doing planning together or separately)

• Prepare Mirror-Image Documents or Different Documents for each joint client

• Prepare joint revocable trusts or singular revocable trusts for each spouse or partner

• Co-Fiduciaries allowed (with succession language on each level that co-fiduciaries are named)

• Binary and Non-Binary pronouns for all people in documents

• Specific Bequest Provisions (Specific dollar amounts, specific assets and more)

• Personal Property Bequests (Stand-alone gift lists, disposition inside of Will, tax and expense allocation)

• Pet care provisions

• Residuary distributions that allow for a distribution of the complete residue in equal shares or different shares to different beneficiaries

  Options to Provide for a Surviving Spouse or Partner

  Residuary Distributions - Testamentary Trust Options

  Residuary Distributions - Outright Options

Financial Powers of Attorney (for Washington and Oregon)

• Effective upon incapacity or immediately with post-death effectiveness for HIPAA
• An option to make a spouse’s designation immediate with other agents effective only upon incapacity
• Full suite of options for the Agent’s powers - you can select the types of powers