Estate Planning Solutions for Everyone
Protect your families assets easily, fast, and securely with
Estate Planning Architects "Virtual Estate Planning Interview."
Step 1: On-Line and Secure Interview
Create a secure, online account and login to answer a series of questions about your personal situation. The interview can be completed in one or more sessions as needed. The information you provide will be used to develop your estate plan.
Step 2: Consultation (Phone, Video or In-Person)
We will schedule a telephone consultation to answer any of your questions and ensure your estate plan is tailored to fit your specific situation.
Step 3: Receive Your Documents
When you are finished, your attorney drafted estate planning documents will be available for download, emailed or they may be signed & notarized at an associated advisor's office. You decide how to execute the documents.
Living Revocable Trusts
Durable Power of Attorney
Healthcare Power of Attorney
Transfer on Death for Real Estate
Estate Planning 101