Please remember, this is a digital ONLY product. Once you complete the questionnaire, sign the legal services agreement, and pay your flat-fee invoice, you will book your virtual appointment with our Estate Planning Trust Advisor for your document review.
The finished documents will be uploaded to a secure client portal for you to download. You will be responsible for getting your documents printed, and signed by a notary public and witness.
ADD-ON OPTION – $250 Notary and Delivery
We do have an option for you to add-on notarization, printing. The cost of this add-on is $250. You do not need to add this on if you do not want to.