Estate planning refers to the tools and strategies used to preserve your wealth and plan for its distribution upon your death. An estate plan sets forth the terms of the beneficiaries’ inheritance, reduces taxes, and avoids long and expensive probate process.
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Estate planning also answers such important questions of what medical decisions should be made if you are incapacitated and who will take care of your affairs if you are unable to do so yourself. In addition, it can address your special needs beneficiaries, take care of your pets, and provide gifts to your church or the charities you support.
1Contact us to get access to our digital estate planning system with bank-grade security.
2Complete the intake forms and get recommended plan strategies from the attorney.
3Select the service package that fits your needs and budget.
4Schedule Estate Plan Design Session by phone or video conference.
5Within 7-10 business days receive the document drafts in our secure and fully encrypted portal.
6Review the documents at your convenience or schedule a review meeting with your attorney.
7Finalize & Sign
START YOUR VIRTUAL ESTATE PLAN!
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