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.
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We are here to bridge the gap between your traditional law firm and the services of the future.
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See below to see a rough outline of how our virtual 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. SETUP A VIRTUAL APPOINTMENT
*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.
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2. WE WILL DISCUSS YOUR OPTIONS AND FORMULATE A PLAN.
3. DRAFT YOUR DOCUMENTS AND PROVIDE DRAFT COPIES FOR REVIEW.
4. ONCE WE CONFIRM THE DRAFT, WE WILL THEN ASSEMBLE AND PROVIDE A DOWNLOAD PDF OR SHIP YOUR ESTATE PLANNING BINDER.*
5. YOUR DOCUMENTS WILL INCLUDE DETAILED INSTRUCTIONS TO ASSIST YOU IN SIGNING AND NOTARIZING YOUR DOCUMENTS.
*Shipped Binders available at an additional cost. Talk to your lead attorney for more information.
Want to begin?
Contact us below.
