1. Home
  2. Knowledge Base
  3. Wills & Trusts
  4. What is the process to complete an Estate Plan?

What is the process to complete an Estate Plan?

We offer a very optimized and streamlined process for preparing a Will or Living Trust Estate Plan, which consists of the following steps:

  1. Free telephone consultation with our office, after which you we will provide a written quote.
  2. Sign our online Engagement Agreement and pay the flat fee via credit card. All of this is secured with bank-grade technology to ensure your online privacy.
  3. Work with your attorney and our staff to gather information and design your plan.
  4. Complete our simple to use, web-based questionnaire, and asks us as many questions as you have along the way.
  5. Your attorney drafts your Estate Plan.
  6. You receive your Estate Plan via email within 4-6 weeks of submitting your questionnaire.
  7. Print the full plan, sign and notarize the documents.
  8. You “fund” your Trust, with instructions and guidance from your attorney.
Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support

REQUEST A FREE CONSULTATION

Fill out the form below to receive a free and confidential consultation.

10 + 15 =

"You will not be disappointed" John M.R. - Harrison, NY
"You will not be disappointed"
John M.R. - Harrison, NY