Virtual Estate Planning - 7 Easy Steps!
From The Comfort of Your Home
- 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