Virtual Estate Planning: Let’s Get Your Alabama Will or Trust Prepared from (Almost) Anywhere

We’ve developed a process to make it easier than ever for you to meet with an attorney and prepare your estate plan.

How It Works

We bring you access to an estate planning attorney in the convenience of your home, office or anywhere you have a phone or internet connection. You can prepare your estate planning documents without ever stepping foot into a law firm, with appointments that fit into your schedule.

01

You start the process by filling out a form with your contact information here.

We will reply with a link for you to fill out our online estate planning questionnaire.

If you would like to talk with someone at the firm about our process, estimated costs or other non-legal questions, you may schedule a quick introductory appointment here.

02

When we receive your completed estate planning questionnaire, we will contact you to setup your virtual planning meeting with the attorney.

03

The planning meeting with the attorney will take place over Zoom.

During the planning meeting we will discuss your estate planning needs and everything necessary to prepare your estate plan. Expect the planning meeting to take between an hour to an hour and a half. At the end of the planning meeting, we will provide a price quote for our services. We will ask you to e-sign our agreement and submit an online credit card payment of at least half the price quote to get us started working for you. After we receive the signed agreement and the online payment, we will contact you to setup the review meeting.

Final Step

The review meeting will take place over Zoom. During the review meeting we will review and explain your estate planning documents.

If you request any revisions, we will make them during this meeting. At the end of the review meeting, we will ask you to pay the remaining balance of your price quote. After we receive full payment, we will release your final documents to you for the signing.

Depending on your location and other circumstances, we may be able to provide a virtual notary for the signing. If not, we will recommend an alternate signing method. After your documents are signed, we ask that you send us a copy (preferably a scanned copy) so that we can review the documents for accuracy and keep a record copy for your file.

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Quality

We bring you access to an experienced estate planning attorney anywhere in Alabama. This is not an online form software. You will meet virtually with an experienced Alabama estate planning attorney.

Efficiency

A streamlined, efficient process to get it done quickly with minimal time and effort on your part. We can offer a very fast turnaround on the finished product.

Convenience

You meet with your attorney when and where you want with appointments that fit into your schedule instead of ours.

Privacy

You can meet from a location of your choosing where no one needs to know you’re meeting with your attorney.

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Now preparing your will or trust is more convenient than ever.

Our virtual estate planning is very similar to our celebrated in-person estate planning process. The key difference is convenience for you. You can meet with your attorney from whatever location is convenient for you. Depending on your location, we may be able to provide a virtual notary for your document signing or recommend a mobile notary who will come to you.