The Law Offices of Brenton C. McWilliams can help you create a complete estate plan without ever stepping foot in a law office. Through Zoom and phone meetings, we bring the same thoughtful, personalized planning process to you — wherever you are in Alabama.
This isn’t a DIY online form. You’ll work directly with an experienced Alabama estate planning attorney who will listen to your goals, answer your questions, and build a plan around your family’s needs.
How It Works
Our virtual process follows the same proven structure as our in-person meetings. The only difference is convenience — you choose when and where to meet.
Step 1: Start the Process
Fill out a short contact form with your basic information. We’ll reply with a link to our online estate planning questionnaire along with educational materials that will likely answer many of your initial questions.
If you’d like to talk with someone at the firm before getting started, you can schedule a quick introductory call to learn more about our process and pricing.
Step 2: Planning Meeting Over Zoom
Once we receive your completed questionnaire, we’ll set up a virtual planning meeting with the attorney. During this meeting — typically an hour to an hour and a half — we’ll discuss your goals, your family’s situation, and everything needed to build your estate plan.
At the end of the meeting, we’ll provide a flat-fee price quote. If you’d like to move forward, you’ll e-sign our agreement and submit an online payment to get started. If you decide it’s not the right time, there’s no obligation.
Step 3: Review Meeting Over Zoom
After we’ve drafted your documents, we’ll meet again over Zoom to review and explain each one. If you’d like any changes, we’ll make revisions during this meeting. You’ll know exactly what each document does and why it matters before you sign anything.
If fitting another meeting into your schedule is difficult, we also have the option to record the review so you can watch it at a time that works for you.
Step 4: Signing Your Documents
We have flexible options to make the signing process simple. Depending on your location, we may be able to provide a virtual notary over videoconference. We can also help you find a mobile notary in your area, or mail your documents so you can sign them at a local notary’s office.
After signing, we’ll ask you to send us a scanned copy so we can confirm everything is accurate and keep a record copy on file for you.
If I Live Outside of Baldwin County, Can You Still Help Me?
Why Families Choose Virtual Estate Planning
Same Quality, More Comfort
Our clients often tell us they feel more relaxed having these conversations from home. Estate planning is personal, and being in a familiar space — your living room, your kitchen table, wherever you’re comfortable — can make a real difference. Many of our virtual clients say they feel more at ease asking questions and sharing their concerns than they might in a law office setting.
Fits Your Schedule
No commute, no time off work, no rearranging your day. Virtual meetings can happen early morning, at lunch, or in the evening — whenever works best for you. For busy professionals and families juggling a lot, this flexibility makes it easier to get estate planning done without putting everything else on hold.
Built-In Privacy
When you meet with your attorney from a private location, no one else needs to know. This can be helpful in situations that involve sensitive family dynamics or when you simply prefer to keep your planning private.
Available Statewide
We’re licensed to practice throughout Alabama, so you don’t need to live near one of our Baldwin County offices to work with us. Whether you’re in Birmingham, Huntsville, Montgomery, Mobile, or anywhere in between, we can help.
What Can You Prepare Through Virtual Estate Planning?
Everything we offer in person is available virtually. This includes:
Not sure which documents are right for your situation? That’s exactly what the planning meeting is for. We’ll help you figure out what makes sense for your family and build your plan from there. You can learn more about what an estate planning attorney does to get a sense of how we can help.
Ready to Get Started?
Getting your estate plan done doesn’t need to be complicated or time-consuming. Call our law firm at (251) 215-9275 to start a conversation, or fill out our intake form to begin the process today. We’ll take it from there.
This page is for informational purposes only and does not constitute legal advice. Every family’s situation is different. Please call our law firm to discuss your specific needs.
