Documents are a bi-product of the service that a professional provides you. Our lawyers sell trust and expertise. Plan with a lawyer, on your time, using 21st century technology.
Your time is valuable. That is why you are creating a plan. Receive the relevant information you need for your estate plan that is buried in google search to have more meaningful conversations with lawyers.
Most estate plans sit in file cabinets. Understand how your plan works with a dashboard that breaks down your plan. Visualize how your estate will be disbursed. Have no doubt of the assets within your estate, who owns them, and any tax liability.
Communicate and collaborate with an attorney on your plan. Reduce the back and forth with your lawyer and still learn more in the process to create a more meaningful plan.