An Estate Plan for the Digital Age

Call us at (888) 376-5952 or click the button to get started with your Digital Estate Planning Portfolio

As uncomfortable as it is to think about your own death, you know you need a last will and testament. Maybe you need a complete estate plan. You probably have shopped around on the internet and are faced with a bewildering array of cheap do-it-yourself documents, maybe even “free” ones. You might be skeptical of their claims, and rightly so. You don’t have anywhere to turn if they don’t work. And do those legal documents that “work in every state” really work in Louisiana? Maybe not.

But, hiring a lawyer doesn’t seem easy, either. Not only are you looking at paying out a lot of money, but you may have to take off of work; and spending an afternoon in a lawyer’s office is only a little more pleasant than a dentist’s.

On the road to narrowing my legal practice to estate planning, I explored the world of online legal document solutions like Legal Zoom and Rocket Lawyer. I examined the documents and the claims of the big providers that claimed to have a very cheap and painless solution. Supposedly, I could just fill out some online forms and, for a few dollars, have most of the legal documents I would need.

Those promises are very enticing, I know. I’d love to have my legal issues addressed in just a few minutes without having to actually interact with a human being. I’m a big computer geek, and pretty much anything I can possibly do by computer, I do. But they all had one or more serious flaws. The most obvious of which was that when it comes to estate planning, you don’t know what you don’t know. You don’t know what questions need to be asked or if the one-size-fits-all automated solution really fits you. Those “free” documents can end up being very expensive, indeed.

Still, it seemed to me there had to be a way to make at least some of the promises of digital technology come true: There had to be a way to bring the benefits of expert legal advice together with the convenience of the digital age and at a reasonable cost. I am happy to say I have found the solution:

The Digital Estate Planning Portfolio

We offer an estate planning portfolio that includes two full sets (for a married couple) of the essential estate planning documents:

  • Last Will and Testament
  • Durable General Power of Attorney
  • Healthcare Power of Attorney
  • Living Will Declaration

Our fee to prepare these documents in the traditional way is $750. However, by leveraging digital technology to its fullest, we can offer this complete estate planning portfolio at a reduced price: $495.

Special Offer: $395 until February 1, 2017.

Call us at (888) 376-5952 or click the button to get started with your Digital Estate Planning Portfolio

Features of the Digital Estate Planning Portfolio

This complete estate planning portfolio includes all of the legal documents mentioned above, plus

  • Cloud-based access to your documents available with just a phone call
  • Unlimited free revisions for 90 days
  • Free periodic reviews for life

Legal Documents

The legal documents provided in this complete estate plan are intended to protect your wishes and needs through disability, death, incapacity, or sudden emergency.

Last Will and Testament

Without a will, your assets will pass through an intestate succession when you pass away. That is almost never ideal. A will can make the disposition of your assets much easier by appointing an executor and allowing for a private administration. If you have a trust such as a living trust or a special needs trust, you absolutely need a will to ensure that assets “pour over” into the trust and are managed effectively.

Durable General Power of Attorney

This power of attorney lets you, among other things, avoid being the subject of an interdiction should you become unable to manage your own affairs. It also helps to ensure that you are taken care of in the way you want, according to your own terms.

Health-Care Power of Attorney

If you become sick, suffer a trauma or a deteriorating mental condition, this document makes sure that only the people you choose are making medical decisions for you when you can’t.

Living Will Declaration

This is also known as a “Do Not Resuscitate” Order. It relieves your family from having to make a very difficult and painful call. This is completely optional, though, just as all the other documents and potential features of the portfolio.

Our Step-By-Step Process of Delivering a “Digital” Portfolio:

  1. After paying the fee online by credit card, you will receive a full set of instructions and a detailed questionnaire. There will be information to gather and decisions you will have to make concerning your plan.
  2. When you are ready, you can either fax the filled-out questionnaire to us or call our office and have an oral interview.
  3. Either way, a friendly paralegal will schedule a phone consultation with me.
  4. Our paralegal will prepare an initial draft of your estate planning portfolio documents.
  5. I, or an equally capable attorney, will review your information and the documents and prepare for the phone meeting.
  6. When we meet, I may have some questions for you to clarify your wishes and may have some alternatives for you to consider.
  7. While we are talking on the phone, you can sit at a computer and follow along on the screen as I show you, live, my notes and documents to help walk you through your decisions.
  8. When you are satisfied with the plan we discuss, I will begin work on finalizing the estate plan documents.
  9. Your estate plan documents will be delivered digitally to a nearby notary public’s office, who will print out the documents and notarize your signatures. The notary will charge separately for this service, and we don’t have any control over their fees.
  10. After the documents are notarized, they are faxed or scanned back to us, and we prepare them to be stored digitally for you.
  11. Once we have digitally stored your documents, we will send you a digital copy on DVD and also emergency cards for your wallet so that your documents can be accessed by medical providers or others if needed.
  12. It doesn’t end there! We will continue to support your estate plan by reviewing it periodically to meet changes in your life or in the law.

With a Digital Estate Plan Portfolio, You Won’t:

  • have to travel to a lawyer’s office
  • need to take time off of work to meet with a lawyer
  • worry about documents that don’t really fit your needs
  • be surprised with unexpected attorney fees and costs
  • worry about future changes making your plan obsolete

The Digital Estate Planning Portfolio Isn’t for Everyone

I admit it: the method of delivering these very important legal documents is a bit unorthodox. It requires that you be comfortable dealing with a legal professional remotely and skipping the usual trappings of a traditional law firm.

This is something new we are trying out. We don’t know if there will be enough demand for us to continue. So, to test the waters, so to speak, we are offering this service at the reduced price of $395 for a limited time. This offer is good until February 1, 2017.

Call us at (888) 376-5952 or click the button to get started with your Digital Estate Planning Portfolio

Frequently Asked Questions

What if there is a mistake on my documents or I change my mind about what I want in them?

For 90 days after we deliver your documents to you, we will make any changes you want at no additional charge.

If I’m not happy with my portfolio and I decide to go with a different lawyer, can I get my money back?

Absolutely! We offer a 100% Satisfaction Guarantee. If, for any reason, you are not satisfied with your documents or our professional service, we will refund the full price. This guarantee lasts for up to 30 days after the delivery of your documents.

What if I don’t feel comfortable using the internet, don’t have a high-speed connection, or don’t have a printer?

We can actually handle everything over the telephone. When your documents are ready, we will deliver them electronically to a nearby notary’s office who will handle the printing and signing. You don’t need to fill out any online forms or do anything that requires a high-speed internet connection if you can’t or don’t want to.

What if it is hard to leave my house? Is there a home delivery option?

Yes, there is! There will be an additional fee, usually between $100 and $200, but we can have a notary deliver your documents to you anywhere state-wide and execute them with you. You will need to provide two witnesses, though.

What if I decide later that I really need something more complex — something with sophisticated tax planning or trust language?

For up to a year after your purchase, you can upgrade your estate planning portfolio by getting full credit towards a different package. If you think you might need something more sophisticated than this portfolio, there is no risk in starting with it, and then building on it later on.

We offer this unique, complete estate plan for the flat fee of $495. But, until February 1, 2017, you can get $100 off and pay only $395.

Call us at (888) 376-5952 or click the button to get started with your Digital Estate Planning Portfolio