Optional one-on-one meeting to discuss your goals and answer any preliminary questions.
Complete a comprehensive questionnaire about your assets, family structure, and estate planning goals.
Meet with your attorney to discuss how to structure your plan, answer questions, and design your custom estate plan.
Our attorneys draft your estate planning documents based on your unique needs and preferences.
Review your documents on your own or in collaboration with your attorney to ensure everything meets your expectations.
Sign and notarize your documents either online or via mobile notarization where a notary comes to your location.
We show you which assets belong in the trust and how to retitle each one, and we draft and record the deed for your real estate. You complete the account transfers with your institutions.
Receive your physical estate planning portfolio by mail and digital copies via email.
Optional meeting to discuss the probate process, answer questions, and review the estate situation.
Complete a questionnaire with details about the deceased, their assets, debts, and beneficiaries.
We draft and file the initial petition with the probate court. The court automatically assigns an initial court date.
The case is officially opened with the court system and the representative of the estate receives Letters of Office.
We publish notice in a local newspaper. Creditors have 6 months to file claims. During this time, the representative can open estate bank accounts, list real estate, and marshal assets.
We prepare a final accounting detailing all assets, expenses, and debts within the estate. Heirs and legatees begin receiving their shares.
Final court appearance where the estate is officially closed and the representative is discharged from their duties.
Brief consultation to understand your deed transfer needs and property details.
Complete a brief questionnaire with property information and transfer details.
We draft your deed based on the information provided and send it to you for review.
Conveniently sign and notarize your deed online from anywhere.
We send your deed to the county recorder to officially record the transfer.
We make the process simple, transparent, and stress-free. Schedule your consultation today to begin protecting your legacy or administering an estate.
