EZ Online
The simple solution.
What is EZ Online?
EZ Online is a fast and simple way for individuals and families with simple estates to start their estate planning without the inconvenience of meeting with an attorney in person but allows clients to retain the expertise and professional relationship a traditional client expects from hiring an attorney. EZ Online is NOT an online form doc creator. You will have real attorneys assigned to your case, available to talk to over email or phone if you have any questions during the estate planning process.
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*Please note that EZ Online is mainly intended to be for simple estates. We recommend that individuals and families with complex estates contact us for an in person meeting. Not sure whether your estate is simple or complex? We have you covered. Fill out our EZ Online form and you will receive a prompt if your estate requires an in person meeting, the information you will enter will be .
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The process of EZ Online
1. QUESTIONNAIRE
1. QUESTIONNAIRE
We have created an interactive and easy to use questionnaire that will walk you through the process.
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Give it a try!
2. FOLLOW UP
2. FOLLOW UP
Once we have your submission, we will review it and reach out to you. You will receive an email with a copy of your answers for your review as well as a confirmation of the cost of the services.
3. DRAFT REVIEW
3. DRAFT REVIEW
After the follow up conversation, we will begin work on your documents. Once finished, we will send you drafts of all your documents for your review.
4. ASSEMBLY AND
EXECUTION
4. ASSEMBLY AND
EXECUTION
Once we have reviewed all of your estate documents with you and you are satisfied with your estate plan, we will assemble your documents and send them your way.
48 Years of Accumulated Practice
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