WHY GO VIRTUAL?
We can now provide you the same high quality Estate Planning at a lower price with the added convenience of not having to leave your home.
Virtual appointments can be scheduled after-hours or on the weekend to give you more flexibility.
Save your time and protect your family for a flat rate fee.
Virtual Process:
Step 1:
Step 1:
Complimentary Virtual phone or video consultation to get to know us and schedule your first planning session
Step 2:
Step 2:
First virtual consultation to address your needs and protect your future
Step 3:
Step 3:
Second virtual consultation to review and approve documents
Step 4:
Step 4:
Documents sent for signature and funding with phone support through process if requested.
To better accommodate our busy clients, we now also offer the convenience of virtual appointments. Schedule after-hours or on weekends for a simple flat-rate fee. Click here to learn.