[WSBAPT] Oregon Estate Planning Software - Request for Beta Testers

[Katie Groblewski]

Hi everyone -

I am a 20+ year estate planner and as some of you may know, in addition to my law practice, I am working on various legal tech projects with a focus on Oregon and Washington State practice.  At Agile Estate Planning, we're currently seeking beta testers for our Oregon estate planning drafting software.

If you are interested, please CLICK HERE<https://try.agile-ep.com/learn-more-oregon-beta106944> for more information and a sign-up form.

Our Current Product.  Our Estate Planning BETA includes the ability to draft Revocable Trusts, Wills, Financial Powers of Attorney, Advance Directives, HIPAA Authorizations, Dispositions of Remains, and an estate planning summary, all custom to Oregon State Law. We are also including our online client-facing questionnaires and our client-facing handouts in this BETA, so check them out too!

Our Request of You.  We are conducting this user research for our own internal purposes, to improve the product for our users before we fully launch the software. We would like your comments, redlines and thoughts on the concepts included or omitted, the document language, and the user interface design and questions.  We'd like to be clear that our BETA may not have our fully realized functionality at this time. If you sign up for our BETA, test the software and complete the final feedback survey, we are offering $75 off your first month's subscription.

Thank you,
Katie Groblewski
Co-Founder, Agile Estate Planning, LLC
Shareholder at Eidos Legacy PS
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