We offer a very optimized and streamlined process for preparing a Will or Living Trust Estate Plan, which consists of the following steps:
- Free telephone consultation with our office, after which you we will provide a written quote.
- 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.
- Work with your attorney and our staff to gather information and design your plan.
- Complete our simple to use, web-based questionnaire, and asks us as many questions as you have along the way.
- Your attorney drafts your Estate Plan.
- You receive your Estate Plan via email within 4-6 weeks of submitting your questionnaire.
- Print the full plan, sign and notarize the documents.
- You “fund” your Trust, with instructions and guidance from your attorney.