overview

in-depth

• Begin with a secure, simple questionnaire completed at your leisure, in one session or in as many sessions as you need, to ensure that all of your pertinent information is included in the decision-making process.

• Once this questionnaire is completed, an estate planning attorney will analyze your situation to make an initial determination regarding how your individual and family needs should be addressed in your estate plan.

• Final estate planning documents will be emailed to you with detailed instructions on how to proceed with signing or executing your documents.

• Many people obtain living trusts from purely online services, but then do not “fund” their living trust. Only those assets formally transferred into the living trust (funding) will enjoy its benefits – for example, avoiding probate. Establishing a living trust and then failing to fund it is a waste of time and money, leaving your assets exposed to expensive and lengthy probate, as well as potential threats from creditors and others.

• Digi Lawyer will send you instructions to transfer your assets to your living trust, wrapping up the process of ensuring your estate plan really does become effective, protecting your loved ones.