START YOUR ESTATE PLAN TODAY
The following is our quick guide for what to expect using our Virtual Online Services. We provide the quality of having a personal attorney tailor your documents to your needs without the added costs that are associated with brick and mortar law firms.
No more missing work or having to take a moment out of your cherished weekend to pass by an office. With our virtual client portal, you can ask questions, view your documents, and pay your invoices from the comfort of your own home.
​
We are here to bridge the gap between your traditional law firm and the services of the future.
​
See below to see a rough outline of how our process works. Feel free to contact us for more info or if you would like to discuss how we can help you start your estate plan.
VIRTUAL PROCESS
Depending on the Client, certain processes may change. We strive to make this process as easy as possible from the comfort of your own home.
1. CONSULTATION AND INFORMATION GATHERING
*We cater to all sorts of clients.
Our initial consultation can be via a 30 minute phone call or, if you simply want to communicate via email or text, we can do that too. We know you are busy.
Please let us know your preferences.
​
​
2. FORMULATE A PLAN.
3. DRAFT YOUR DOCUMENTS AND PROVIDE DRAFT COPIES FOR REVIEW.
4. ASSEMBLE YOUR ESTATE PLANNING DOCUMENTS*
5. ONCE YOUR DOCUMENTS HAVE BEEN ASSEMBLED, WE’LL SCHEDULE A TIME TO EXECUTE THEM. YOU CAN SIGN IN THE COMFORT OF YOUR HOME OR MEET WITH US AT ONE OF OUR SHARED OFFICE LOCATIONS.**
*For clients executing their documents on their own, shipped binders and instructions are available. Talk to your lead attorney for more information.
**Clients normally appreciate being able to sign their documents at home but some prefer meeting with the attorney in another location. We have shared locations we commonly use to meet at the request of the client.
Want to begin?
Contact us below.
