Our Virtual Estate Planning Process

5 simple steps to protect your family — all online, all convenient, all flat-fee

Estate Planning Without the Hassle

We’ve designed our entire process around one goal: make estate planning as simple, stress-free, and transparent as possible. No office visits. No endless meetings. No confusing paperwork. Just a clear 5-step process that takes 4-6 weeks from start to finish.

Here’s exactly how it works:

Our 5-Step Process

Step 1: Watch the Free Webinar

Start here. Our free webinar covers estate planning basics — what documents you need, why they matter, and how trusts compare to wills. Takes 30 minutes, no obligation. This gets you up to speed before we talk.

Step 2: Schedule Your Design Meeting

We’ll have a 45-60 minute conversation (virtual, at your convenience) to discuss your family, your assets, your goals, and your concerns. This is where we learn what matters to you and what “protection” means in your situation.

Step 3: We Draft Your Documents

Based on your design meeting, our attorney drafts your custom will, trust, powers of attorney, healthcare directive, or whatever documents fit your plan. You’re not getting a template — this is tailored to you.

Step 4: You Review Everything

Access your completed documents online, review at your own pace, and send us questions via email. We’ll clarify any sections, make revisions if needed, and ensure you understand and approve everything before signing.

Step 5: Mobile Notary Signing

Our mobile notary comes to your home (or location of your choice) with witnesses and completes the signing in 15-30 minutes. We file the documents, provide you certified copies, and you’re done.

From free webinar to signed documents: 4-6 weeks. Full transparency. One flat fee.

Why Virtual Estate Planning Works Better

Traditional estate planning requires office visits, rigid schedules, and time away from your family. Here’s why our virtual model is better:

No office visits. We meet you where you are — home, office, or coffee shop. Convenience matters.
Flexible scheduling. Meetings at 7am? 7pm? Weekends? No problem. Your schedule, not ours.
Lower overhead = lower cost. No office rent to pay, so we pass the savings to you with our flat-fee pricing model.
Statewide coverage. Whether you’re in Charlotte, Greenville, Wilmington, or anywhere in NC and SC, we serve you the same way.
Transparent communication. Email, phone, video — whatever works for you. We’re accessible and responsive.

What You Get From Our Virtual Process

100% Custom Documents

Not a template. Not a form. Your will, trust, or POA is drafted specifically for your family and situation.

Flat-Fee Pricing

Know the cost upfront. No hourly billing. No surprise invoices. Simple, transparent pricing.

Legal Expertise

Licensed in NC and SC. Specializes in estate planning. Your documents are legally solid.

Peace of Mind

When documents are signed and in place, you can finally stop worrying about “what if.”

Responsive Communication

Questions answered within 24 hours. Calls returned same business day. We’re here to help.

Certified Copies & Filing

We handle document filing, recording where needed, and provide you certified copies to keep.

The Timeline Breakdown

Week 1

Free webinar or consultation (30-60 min) → Schedule design meeting

Week 2–3

Design meeting (60 min) → Attorney begins drafting documents

Week 3–5

You receive draft documents → Review and ask questions → Attorney revises as needed

Week 5–6

Mobile notary appointment → Documents signed and filed → You’re done

Actual timeline depends on document complexity, how quickly you review, and notary availability. We’ll give you a realistic estimate after your design meeting.

Ready to Get Started?

Here’s how simple it is to begin your virtual estate planning journey:

1.
Watch the free webinar — 30 minutes, no commitment. Access it here to learn estate planning fundamentals.
2.
Schedule your design meeting — contact us or call 704-741-3114 to pick a time that works for you.
3.
Sit back and let us handle it — we’ll draft custom documents, you’ll review them at your pace, and we’ll manage the signing process. Done in 4-6 weeks.

That’s it. No office visits. No confusing processes. Just straightforward estate planning.

Common Questions About Our Process

Can we do everything virtually?

Almost everything. Design meetings are virtual video calls. Document review is online. Signing is in-person with our mobile notary (required by law), but we come to you. See our detailed signing process to learn exactly what to expect.

What if I have questions after signing?

You can reach out anytime via email or phone. We typically respond within 24 hours. Your estate plan is an ongoing thing — we’re here if you need changes or have questions later.

What if I need revisions before signing?

No problem. That’s what the review phase is for. Send us your questions and requests for changes, and we’ll revise. There’s no extra charge — revisions are included in our flat-fee pricing.

Do we need to work together if we’re in different states?

If you and your spouse are in different NC/SC locations, we can still work with you. Our mobile notary can coordinate signing separately or at the same time — whatever works.

What’s included in the flat fee?

Design meeting, document drafting, unlimited revisions, virtual review, mobile notary signing, filing, and certified copies. One price. No surprises. Learn why our flat-fee approach benefits you compared to hourly billing.

Ready to Protect Your Family?

Our virtual process makes estate planning simple, affordable, and stress-free. Let’s get your documents in place so you can stop worrying and start living.

Start Your Free Consultation

Or call us at 704-741-3114

Our Virtual Process