Estate Plan Navigator - Crunchbase Company Profile & Funding

Overview

Estate Plan Navigator

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Estate Plan Navigator

CB Rank

1612097

Estate Plan Navigator is an estate planning solution for financial professionals and their clients.

Founded

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Private

Tampa, Florida, United States

11-50

www.epnavigator.com

Business Development

Financial Services

Legal

Key People

Nancy Hall: Co-Founder | Customer Experience
Past Role: G5, VP Customer Obsession

Details

Operating Status

Active

Company Type

For Profit

About the Company

Estate Plan Navigator is an estate planning solution for financial professionals and their clients. It was founded in 2015 and is located in Tampa, Florida.

Phone Number

(727) 220-5152

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Will Package

A set of estate planning documents including Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will, tailored to individual needs and approved by an attorney.

Revocable Living Trust Package

A comprehensive estate planning package including a Revocable Living Trust, Certification of Trust, Pour-Over Wills, Financial and Healthcare Powers of Attorney, and Living Wills, managed with attorney oversight.