Our Process
estate planning simplified
How it works
Experience seamless estate planning from the comfort of your living room! Follow these easy steps:
01.
Schedule a Consultation:
Arrange a convenient time to meet with one of our attorneys via phone call or video conference.
02.
Complete the Questionnaire:
Fill out our simple, proprietary estate planning questionnaire.
03.
Document Drafting and Review
Our attorneys will draft and review your estate documents, then send them to you for approval.
04.
Sign and Notarize
Sign the documents, which will be notarized by our online notary.