Virtual Estate Planning

Protect your family from the comfort of your home.

Virtual estate planning

I understand how hard it can be to find the time to take care of important "chores" like making a Will. I make it easy. Meet with me virtually at your convenience. My goal is to make the planning process as easy as possible. That's why I now offer virtual estate planning by video.

I currently offer ZOOM, Skype, Facetime or Google Meet for video conferences. My preference is Google Meet. It is very easy to use. Once we schedule our meeting, I'll send you a link. Most of the time you don't need to download or install any special software. Just click the link and go. 

My virtual estate planning clients receive the same high-quality, customized advice in the planning and drafting of all their estate documents but without the need to physically visit my office (until the signing when we must meet in person).

Flexible scheduling.

We can your virtual estate planning meeting during regular business hours and I also offer a limited number of off-hour appointments as I know everyone's schedule is different.

Virtual estate planning that is convenient for YOU.

Whether we meet via phone or video conference, whether you are calling me from from home, work or abroad, I make your important choices easy. Meeting with your lawyer should not be the hardest part of protecting your family's future.

Virtual estatate planning won't work for everybody or every situation - please read my FAQ below or contact me to ask if it's the right fit.


Responsive service

I live by the Golden Rule - treat others how you want to be treated. I return every email and phone call, usually right away, but absolutely no later than next day! And you will always get me, not a clerk.

Expert advice

Wills and estates are all I do. I don't dabble. I've drafted a lot of Wills and know what questions to ask so we don't miss anything.

Clear pricing

Pricing is all-in — there are no nickel-and-dime charges, no ticking clocks and no deposits.

Virtual Estate Planning Pricing


Please refer to my PRICING PAGE for details. 

Pricing from $995 per couple (or $795 for individual).

All packages include:

  • Wills and Powers of Attorney tailored to your needs, written in plain English
  • 1-2 hour virtual planning meeting on your schedule
  • Unlimited phone calls & emails
  • Easy-to-read document guide with drafts
  • Review and signing of final documents
  • Fast response time to all communications

How virtual estate planning works


1. Contact me

Use the form below or click here to tell me what you're looking for and we can schedule an intro phone call.

2. Schedule an intro phone call 

I will ask a few background questions about your circumstances, explain my process and make sure we're a good fit and the virtual planning is right for you. I'll also tell you exactly how much it will cost.

3. Schedule a virtual estate planning meeting

We will schedule a time for a comprehensive 1-2hr virtual estate planning meeting. I will also send you a welcome package that explains what kind of information to have on-hand along with a biographical info form I'll need to complete and an engagement letter for your to sign

4. Review drafts

I'll send you drafts within 2-3 weeks of our virtual estate planning meeting along with a document guide to explain some of the unavoidable legalese.

5.  Questions or changes

Email or schedule a call to address any questions or changes you might request.

6. Sign documents

The best option is to come to my home office in the Beaches. I will arrange a witness.

A worse option is for you to arrange your own 2 independent witnesses (not associated in the documents). I will provide a detailed checklist to follow and ask that you video or phone call me into the meeting so I can make sure it's done properly. Please note that I won't be able to have the witness swear an affidavit using this method which means when the Will needs to be probated on your death the witnesses will have to be tracked down.

7. Scan & finalize (optional)

I will scan the documents on the spot and return the originals to you with storage instructions. 

If you are signing your documents with your own witnesses, you will need to scan and send me copies of them along with the signing checklist and a release.

Virtual Estate Planning FAQ


Is this for everyone?

What tech do I need?

How long does it take?

What does the flat fee include?

Are there any extra charges?

Do you have a real office for signing the documents?

Can I set this up for my parents or another family member?

Testimonials


"We had a wonderful experience"

We had a wonderful experience working with Blake. The whole process was very professional, easy to understand, and very clear. Blake was punctual (which was important to our schedule with a new baby) and very accommodating not only to our schedule but also when we had various questions. I would highly recommend him!

Nicole

"Professional, pleasant, punctual, easy to confide in"

Professional, pleasant, punctual, easy to confide in, Blake stickhandled a sometimes difficult process with care and understanding, offering some solid legal advice along the way. His fee is competitive and it sure helps that he comes to you, at your convenience. Highly recommended.

Antonia

"The entire process was smooth and easy."

Blake was clear, succinct, and friendly. We appreciated his eagerness to accommodate our schedules and location. When we had questions, Blake responded promptly, and the entire process was smooth and easy.

Erik

"Professional, punctual and pleasant."

Blake was professional, punctual and pleasant. He answered all of my questions and made sure I was comfortable with what I was signing. The fact that he does house calls is convenient especially since we have a young child. Thank you, Blake!

Ameera

"I'm not sure it gets any easier"

I'm not certain it gets any easier when it comes to Wills and Estates. Blake goes out of his way to make the entire process convenient, transparent and affordable. I highly recommend Blake for your Life Planning needs.

Alok

"Made things easy to understand"

Blake was a pleasure to work with. He was professional, efficient and made things easy to understand. Our family would highly recommend Blake!

Kelly

See my other 5-star reviews HERE or on GOOGLE

Start your virtual estate planning today


** Contacting me does not mean I am your lawyer. Please do not send me confidential information.