Virtual Estate Planning Services in San Diego

Planning for the future is essential, and now, it's more convenient than ever. With our Virtual Estate Planning Services, you can create a comprehensive estate plan from the comfort of your home—no need for in-person meetings or office visits.

Why Choose Virtual Estate Planning?

• Convenience: Meet with our experienced attorneys via phone or video conference, eliminating the need to travel.

• Security: All your documents and information are exchanged through our encrypted, bank-grade secure portal.

• Flexibility: Schedule meetings at times that work best for you, accommodating your busy lifestyle.

Our Simple 7-Step Process

1. Initial Contact: Reach out to us via phone or email to begin the process.

2. Access Our Secure Portal: We'll provide you with access to our digital estate planning system.

3. Complete Intake Forms: Fill out a straightforward form detailing your assets and family situation.

4. Consultation: Discuss your needs and options with your attorney during a scheduled meeting.

5. Design Your Plan: Work with your attorney to customize your estate plan to fit your goals.

6. Review Drafts: Receive and review your estate plan drafts securely online.

7. Finalize & Sign: Once you're satisfied, we'll arrange for notarization and final signing.

Services We Offer

• Wills & Trusts: Tailored to your specific needs and wishes.

• Powers of Attorney: For healthcare and financial decisions.

• Guardianship Designations: Ensure your children are cared for by trusted individuals.

• Estate Plan Maintenance: Keep your plan up to date with life changes

Ready to Get Started?

Contact us today to schedule your initial consultation. Our team is here to guide you through every step of the estate planning process, ensuring your peace of mind for the future.