top of page
Virtual Estate Planning Consultation
VIRTUAL ESTATE PLANNING IN 7 SIMPLE STEPS!!
Review, and E-sign your Client Attorney Retainer Agreement.
Access your Client Portal, Pay Retainer, and Fill-Out Questionnaire.
Review Draft of documents sent by Attorney.
Follow-up video consultations with Attorney
-Sign the documents during a recorded video zoom remote consultation.
Copies are placed in our encrypted client cloud storage for 7 years.
bottom of page