How It Works
Step 1 – Scheduling your appointment
Select a convenient date and time for your personal consultation with one of our trained legal document specialists. Once you have scheduled a date and time you will also select how you want the consultation to be performed (Home, Office, Phone or Google Hangout). Finally, once you have selected how you want to work with us you will get an email confirmation about your scheduled appointment and additional information to help you be prepared for the appointment.
Step 2- The Meeting (Your Personal Consultation)
At the time of the meeting, a qualified professional will review how the process works, answer your questions, and assist in gathering information to assist in helping you make the important decisions that are necessary so your heirs (loved ones) can receive your house, cars and life savings without any government involvement (court process). Once the meeting is over our trained legal document specialist will take all of the important paperwork and start the steps to finalize the documents and get them ready for delivery.
Step 3 – Delivery (Your finished estate planning documents)
Our team will prepare the documents within 4 business days and deliver them by your preferred method (email or US mail). If you prefer to have us walk through your legal documents we have a delivery service for an additional $99 where we will come to your home or office and review the prepared documents. A binder is included to keep all of your legal documents for safe keeping.