VIRTUAL ESTATE PLANNING
Virtual Estate Planning, Start to Finish
Your complete estate plan by phone and email.
VIRTUAL REPRESENTATION
Your entire plan, without the office visit
Virtual representation means I handle your entire estate plan by phone, email, and mail, without requiring you to come into an office. The same professional obligations apply to every plan I prepare.
WHY CLIENTS CHOOSE IT
Built around your schedule
01
Time
No drive, no traffic, no parking. You work with me from your home or office, on your schedule, and documents move back and forth quickly.
02
Cost
Without the overhead of a traditional office, I can offer a flat fee for your estate plan.
03
Security
Sensitive documents move through email and digital portals instead of being carried between offices.
04
Your preference
Phone or email: I work the way you are comfortable.
YOUR ATTORNEY, ONLINE
Every call and email is with me
Your plan is handled by me, a California licensed attorney. Many of my clients complete their entire plan without ever coming into an office.
Direct communication
Every call, email, and strategy session is with me. Virtual does not mean automated.
Responsiveness
Your questions come to me, and I answer them directly.
Funding guidance
You receive a step-by-step guide to retitling your accounts into your trust.
HOW IT WORKS
Four steps, one flat fee
01
Free Design Session
I learn about your family, your assets, and what you want to happen. You leave knowing which plan fits and what it costs.
02
Design and Drafts
Your documents are drafted to the design we agreed on. I walk you through them in plain English and make any changes.
03
Review and Sign
Once you approve the drafts, I walk you through signing so everything is executed correctly.
04
Deed and Funding
You receive your complete package, including the deed for your home and a step-by-step guide to funding your trust.
KEEP READING
More about working with me
YOUR NEXT STEP
Start with a free design session
I walk through your family and your goals with you. You leave with a clear plan and a flat fee, with no obligation.