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. You can complete the entire process without leaving home and be certain that you received top-notch legal advice.
I currently offer ZOOM, Skype, Facetime or Google Meet for video conferences. My preference is ZOOM. 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.
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 estate 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.
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.
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.
You need a professional - you don't know what your don't know!
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-hour virtual planning meeting on your schedule
- Unlimited phone calls & emails
- Easy-to-read document guide with drafts
- Review and signing of final documents by video conference
- 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-hr 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
We can do this by video (I will courier you the paper originals to sign) or you can come to my home office in the Beaches. I will arrange a witness in any case.
7. Store originals
I will return all original documents to you along with storage instructions and a list of life events to look for as to consider updating your documents.
Virtual Estate Planning FAQ
Is this for everyone?
No. It comes down to risk and technology.
If there's a high potential for a challenge or if your mental capacity may be at issue (evenly wrongly so), we should meet in person.
And you need to have some basic technological knowledge.
What tech do I need?
1. Access to a camera and microphone through your computer, tablet or cell phone
2. Internet access
3. A private setting (e.g. room in your house)
4. Valid government-issued photo ID (not a health card)
How long does it take?
The average time from first contact to signed documents is 4-6 weeks, but can be accelerated if needed (fees may apply).
If there's no particular rush, I will have you drafts in ~2 weeks after our virtual estate planning meeting.
What does the flat fee include?
- A virtual planning meeting as long as necessary to develop a plan that fits your life
- Follow-up emails or phone calls.
- Video signing meeting with two witnesses.
At the end you will have a professional custom-made Will and Powers of Attorney, written in plain English (as much as possible, I build my own wills, I don't use auto-generated content).
Are there any extra charges?
Not unless you choose optional complex planning as we go, such as a fancy trust which I will always tell you about in advance.
I do not charge for photocopies or regular mail.
I reserve the right to charge for personal courier service (if needed).
Do you have a real office for signing the documents?
I have a home office that we can meet at to sign your documents and I will arrange a witness.
Can I set this up for my parents or another family member?
I don't recommend it.
No one else should be involved in their estate planning process, so unless they can manage the technology side themselves, an in-person meeting with them may be best.
"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!
"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.
"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.
"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!
"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.
"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!