GK EP Docs | Estate Planning Document Studio

Tell us about the client.

Start with the facts used in most documents.

File name First name Middle name Last name Name they like to use Date of birth Marital status Street address City State ZIP code County Email Phone

Tell us about the family.

Skip anything that does not apply.

Spouse or partner's full legal name Name they like to use Date of birth

Children

Who should help?

These people can be changed later for each document.

First personal representative Backup personal representative First trustee Backup trustee Financial agent Backup financial agent Health care agent Backup health care agent

Which documents should we prepare?

Pick any documents. DocStudio shows how much of each one is already answered.

What do you want to do?

Template library

Tell us about the client.

Tell us about the family.

Children

Who should help?

Which documents should we prepare?

Pick a client file.

Document questions

All selected documents are answered.

Test every document before anyone uses it.

Optional: add attorney comparison documents

Generate and test all documents

Attorney approval

Pick the section. Change it once.

Show DocStudio what the new document should become.

Name the new document

Add up to 20 examples

Explain exactly what to build

DocStudio is studying the examples.

DocStudio keeps it simple.

Enter the DocStudio password.

Add or remove documents