Unlike the national online document mills that are not run by legal professionals, I am a local, full-service Florida estate planning lawyer. Your estate planning documents are tailored to your online questionnaire responses. Most online companies provide you with only generic, boilerplate documents that may or may not be valid in Florida. Moreover, online companies’ documents are not flexible for future changes in the law and your life. You may pay less now, but it will cost your family more later.

I provide you with the ability to receive basic estate planning services (day or night) with the knowledge and assurance that your documents will be fully reviewed and prepared by a licensed Florida estate planning lawyer. Streamlining the legal workflow allows me to offer these services at significantly lower cost, and allows you to know, in advance, exactly what that cost will be.

APPROX. 1-3 DAYS for a single document

APPROX. 1 WEEK for planning packages

Most clients are able to complete their estate planning Inventory & Assessment questionnaire in a single 30 minute setting. Once you have completed and submitted your intake form, it will take up to seven (7) business days to draft your estate planning documents.

After you have reviewed and approved the initial draft of your estate planning documents, it will take approximately 2 days to finalize, and then provide you, via secure electronic delivery, your final documents for signing.

After you fill out your Inventory & Assessment, you and I will conduct an initial virtual meeting. I will review your intake form and make certain recommendations based on your responses and your ultimate needs and goals. With your approval, I will then move forward to the drafting stage. After drafting, you will have a chance to review and approve the documents, and request any last revisions before the final documents are prepared and drafted.

Not sure where to start? Here is a good place.

You will need a mobile phone, tablet or computer. Videoconferencing capabilities will make the virtual process go much quicker and smoother; however, we can still conduct your initial consultation over the phone. Please contact me for more information.

My virtual estate planning services are billed on a flat fee basis. There are no hourly charges and no hidden fees. Because every estate plan is unique and individualized for each client’s needs and goals, there is no one standard fee for my services. Generally, Virtual Estate Plans range from $750-$5,000.

I am able to keep my virtual estate planning fees low by unbundling my traditional estate planning packages and charging you only for the legal advice you are receiving. As such, my fee includes our design sessions and time drafting your documents.

After your documents are finalized, they are sent to you securely online.  In order to validate your documents, they will need to be signed, witnessed and notarized. Every virtual estate plan comes with signing and funding instructions to ensure proper completion.

I can refer you to a mobile notary or you can visit a post office, local pack and ship store, or UPS Store to have your documents notarized. In addition, most Florida banks offer free notary services to clients who bank with them.