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.