Our process is designed to be efficient and accessible, so you can check this off your list and get back to enjoying life.
The estate planning process (and any legal matter, really) can be intimidating to many, but at Estana we strive to make it accessible – empowering our clients to be a substantial part of the process along the way.
The following is a quick summary of the step-by-step process for the completion of a typical estate plan at Estana Law.
Virtual Estate Planning
A key belief at Estana Law Group is that we must utilize technology to make our practice more convenient and cost-effective for our clients. We utilize a secure client portal for document sharing and secure communications. We also offer secure phone and video conferencing so that clients can access our team at their convenience, on their schedule and in the comfort of their own home. For those who prefer the “virtual” experience, the entire estate planning process up until the signing meeting (which is most often handled in our office) can take place via our portal, email communication and phone/video conferencing. Of course, some matters are more complex and will benefit from in-person meetings, but in this ever changing world the team at Estana is prepared to be flexible to meet our clients’ needs in the best way possible. Probate and trust administration matters can also be handled entirely virtually, at the client’s convenience.