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.
You start the process by filling out a form with your contact information here.
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.
When we receive your completed estate planning questionnaire, we will contact you to setup your virtual planning meeting with the attorney.
The planning meeting with the attorney will take place over Zoom.
The review meeting will take place over Zoom. During the review meeting we will review and explain your estate planning documents.
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.
You can meet from a location of your choosing where no one needs to know you’re meeting with your attorney.