EZ ONLINE

PROCESS

Why choose our EZ Online virtual Estate Planning service?

CONVENIENT & AFFORDABLE. Our EZ Online service simply removes the in-person consultations that take place in traditional estate planning and replaces it with online communications. This allows us to bring our Florida Estate Planning service to our clients at an affordable price, to be completed on your own schedule in the comfort of your own home or office.

REAL ATTORNEYS. This is not an "online document creator" with computer generated templates and no attorney input. Instead, our attorneys draft all the documents and communicate one-on-one with every client; but instead of sitting down with you to talk, we have you fill out the information using our custom questionnaire and communicate with you by phone, email, or text. The method of communication with your assigned attorney is completely up to you.

CONFIDENTIAL. Please note that we take confidentiality very seriously and all of your information is securely stored using the same techniques banks and financial institutions use.

For those who are less tech savvy, have moderately intricate or complex estate plans, or just prefer in-person meetings, we offer the additional service of a traditional in-person consultation in a location that is most convenient for you (i.e., your home, your office, a coffee shop, etc.). We currently only service in-person consultations in the South Florida area. Click Here for more information on in-person consultations.

QUESTIONNAIRE

We have created a comprehensive, simple, and interactive form that will assist you in providing us with all the information we need to start working on your estate plan*.

This form is solely for the use of the EZ-Online service which is a fully virtual product and requires no in-person meeting. For an in-person consultation, Click Here.

CLICK HERE TO BEGIN

* No Attorney-Client Relationship Created by Use of this Website:

Neither your receipt of information from this website, nor your use of this website to contact Life & Legacy Law Firm, PA or one of its attorneys creates an attorney-client relationship between you and Life & Legacy Law Firm. As a matter of policy, Life & Legacy Law Firm, PA does not accept a new client without first investigating for possible conflicts of interests and obtaining a signed engagement letter.

FOLLOW UP

Once we receive your submission, we will reach out to you with a copy of your answers to confirm your information.

This follow up email will also include a customized client engagement letter confirming the cost and scope of our services, which you will be able to electronically sign and return to us through our Secure Client Portal. After the engagement letter is returned, creating a formal attorney-client relationship, and your answers have been verified, the process of creating your documents begins!

DRAFT REVIEW

Once we have completed your documents, we will send you draft copies for your review. We want to make sure that your estate reflects your every wish.

ASSEMBLY

When you are confident the drafts represent your goals and wishes for your estate, we will then proceed to the final stage of the process which is assembly of your documents. We will assemble your documents into an organized and helpful package and upload it for you to download straight via your client portal.

START NOW

Ready to jump in? You don't have to be. With estate planning, there is truly no time like the present! We will make sure the process is as simple and stress free as possible.