Estate

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It’s never too early to begin thinking about asset protection, estate planning and health care directives. To modernize those processes, we’ve created a flexible, easy-to-use online system that allows for comprehensive consultations and instrument drafting customized to your specific circumstances, needs and wishes. Our modern estate solutions include:

Wills

Trusts

Powers of Attorney

Health Care Directives

How It Works

1
Inquiry Form & Consultation
You will complete and submit our initial online inquiry form. Thereafter, we will contact you to schedule and conduct an initial web or phone conference.
Inquiry Form & Consultation
2
Questionnaire & Asset Schedules
Following the initial web or phone consultation, and as appropriate, you will proceed to complete a comprehensive online questionnaire so we can learn more about you and your financial and familial situations.
Questionnaire & Asset Schedules
3
Further Consultation
Upon completion of the comprehensive online questionnaire, we will schedule a further web or phone conference to go over your answers and to discuss potential estate solutions.
Further Consultation
4
Drafting & Instructions
Once you have selected one or more estate solutions, we will proceed to draft and finalize the relevant instruments. Upon completion of those instruments we will furnish detailed instructions for execution, further handling and safekeeping.
Drafting & Instructions

Interested?

Transactify Legal will be launching in the near future. Sign up using the form below to get notified!