Join Our Webinar...
Want to learn all about Estate Planning in a friendly, educational environment? Sign up for one of our upcoming FREE VIRTUAL WORKSHOPS, presented by attorney Ryan Duffy.
...and Plan With Confidence.
Estate planning isn’t just for the wealthy. If you want to make sure your family is protected and your wishes honored, you need an estate plan. In our webinar hosted by attorney Ryan Duffy, we’ll break down complex legal concepts into simple, actionable steps, so you leave with a clear understanding of how to secure your legacy.
Whether you’re a new parent, a homeowner, or someone looking to update an existing plan, this webinar will give you the tools to make informed decisions.
No pressure. No legal jargon. Just practical advice to help you take the next step with confidence.
How It Works
Step 1: Attend a Virtual Educational Workshop OR a Peace of Mind Planning Session
Attend one of our FREE Virtual Workshops where we will teach you everything you need to know about Estate Planning. Alternatively, you can schedule a FREE Peace of Mind Planning Session with Attorney Ryan Duffyto know each other, review your goals and objectives, and talk about your options and our packages and fees.
Step 2: Estate Plan Design Meeting
Your second meeting with us is vour Estate Plan Design Meeting. We'll roll up our sleeves and design your estate planning documents. Nothing vou decide in this meeting is set in stone: vou'll have lots of chances to make changes throughout the process. This meeting will happen via Microsoft Teams.
Step 3: Document Review
After vour Estate Plan Design Meeting, we'll draft vour estate planning documents. This will take us about 2- 4 weeks. Once vour documents are ready, we'll email them to you for your review (it will be dozens of pages!). Along with vour documents, we'll send a video reviewing the documents in detail, along with frequently asked questions so you feel comfortable signing. If you need to, we can schedule an additional virtual meeting.
Step 4: Document Signing
Since we are a 100% virtual law firm, we do not host signing ceremonies. However, we arrange for a mobile notary to come to your home, along with witnesses (if needed), and sign the estate planning documents. Once the documents have been signed, notarized, and witnessed, they are official! Your family and assets are now protected. Congratulations!
Step 5: Binder Delivery
After vou have signed vour documents, we will prepare vour Estate Planning Binder, which will hold your signed estate planning documents. You'll get your Binder via Fed Ex about 10 days after your Signing Ceremony. If you decided on a Revocable Living Trust, now you can start moving vour assets into vour trust- aka "Trust Funding"!
Complimentary Annual Review
Estate Planning is not something you do once and never think about again. Your life, your assets, and the law will all change. Your plan needs to keep up! We reach out once a vear to see if there have been any major changes in vour life that might require a tweak to vour documents. This annual review is complimentary. Any changes will be billed at our then- current rates.
