Check out our
services below and detailed overview of our process!
Please do not hesitate to contact us with any questions.
Last Will & Testament (including ancillary documents*)
Individual plans
Married/Partner plans
Revocable Living Trust (including ancillary documents*)
Individual Plans
Married/Partner Joint Trust
Married/Partner Separate Trust
Trust Amendments and Restatements
Pricing will be discussed with the law firm. We strive to keep our pricing fair and recognize that each amendment and restatement may vary in complexity.
Irrevocable Trust Plans (MAPT, VAPT, 3rd Party SNT, Asset Protection Trusts, 1st Party SNT, etc., including ancillary documents*)
Individual Plans
Married/Partner Joint Plans
Additional Service:
Deed Preparation (Deed to Trust)
*Will ancillary documents typically include the following: Healthcare documents (Living Will, Healthcare Power of Attorney, HIPAA), Durable Power of Attorney and Personal Property Memorandum.
*Trust ancillary documents typically include the following: Certificate of Trust, Assignment of Personal Property, Trust Summary, Name and Fiduciary Summary, Trust Overview, healthcare documents, including a Living Will, Healthcare Power of Attorney, HIPAA Authorization, Durable Power of Attorney, and Personal Property Memorandum.
Here’s How We Get Started:
We begin each engagement with a telephone or virtual consultation to understand your firm’s drafting needs, workflow, preferred software, and estate planning document requirements. During this process, we identify the forms, intake materials, and templates needed to begin drafting and can assist with selecting a design template if your firm does not already have one.
Client information and estate planning materials may be exchanged securely through Dropbox or your firm’s preferred platform, including CLIO, MyCase, BOX, Google Drive, Actionstep, or another approved system. Once all required materials and software access are received, drafts are typically completed within seven business days. Rush requests may be accommodated when clearly noted by email or text.
To support accuracy, we can provide client confirmation emails to verify names, fiduciaries, beneficiary designations, and distribution provisions before the signing meeting. Each document is reviewed and customized according to the client’s selected planning design.
Your firm will be notified by email when drafts are ready for review.
Our drafting experience includes WealthCounsel, ElderCounsel, Lawyers with Purpose, Westlaw Form Builder, ADAPT, and InterActive Legal, as well as firm-specific internal templates.
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