Remote Online Estate Planning
Not Local? No Problem.
Davis Wills & Trusts PC is now serving all California residents.
You can complete your estate planning remotely in four steps:
Review our estate planning process.
Review your family situation, your assets and your goals.
Discuss planning options.
Introduce design packet.
Engage Attorney.
Schedule next remote meeting.
Use your design packet to consider and discuss your decisions before your next meeting in the comfort of your own home.
Step 1: Initial Meeting Over Zoom
Step 2: Design Meeting Over Zoom
Begin formal design of your estate plan using your at-home design packet as a guide. Work with your attorney to carefully choose the following:
Successor Trustees and Executors
Beneficiaries + a distribution plan for each beneficiary, which may include a trust fund or special needs trust
Guardians for children
A re-adoption plan for pets
Charitable contributions and other gifts
A plan for any special circumstances such as the use or transfer of your home or cabin
Financial and medical representatives in case you have a serious illness or accident
End-of-life care and memorial services
Schedule document review meeting.
Review each document thoroughly with your attorney and make final decisions.
Work with our team to schedule your signing meeting with a mobile notary at your home or office (included in your flat fee).
Step 3: Document Review Over Zoom
Step 4: Signing Meeting
We securely mail your trust and estate plan package to you (see below!).
You and the mobile notary sit down and sign each document according to our careful instructions.
The mobile notary sends us photo scans of your signed documents so we can do a final review to make sure they have been properly signed and notarized.
The notary returns to us any original documents that need to be recorded, such as trust transfer deeds needed to place your home or other real estate into your trust.
You keep your estate plan binder with the original signed documents. We create digital copies for you, and we retain a fully executed digital set of copies in our secure archive.
Celebrate the completion of your estate planning!
Trust and Estate Plan Package
Trust and Estate Plan Package
Includes:
Estate Plan
Binder
with trust
documents
Storage Box | Canvas Bag
Notebook with sticky
notes and flags | Pens
EDUCATIONAL WEBINAR SCHEDULE
A complimentary estate planning webinar where we guide you through our estate planning process. You will learn the difference between a trust and a will and why thousands of families in the region have worked with us to establish a comprehensive estate plan.
If you own a home or business, or you have children, this seminar will give you crucial information and action items you can take immediately.
You owe it to yourself and your family to learn the facts on estate planning to protect yourself, your assets, and the people you love.
Webinar Agenda:
What is estate planning and why do it?
What is the difference between a trust and a will?
What is probate?
What are the benefits of a trust?
What are the other parts of a comprehensive estate plan?
How does my estate get settled when I have a trust?
What steps can I take immediately?
Feel free to share this link with your friends and family.All About
Estate Planning
FREE
June 18th @ 12:00 PM
DISCLAIMER: These webinars are made available by Davis Wills & Trusts PC for educational purposes only, and not to provide specific legal advice. Informationlearned from these webinars should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. Get Started Today
Contact us using the digital contact sheet at the bottom of the page or give us a call at (530) 753-9266.
Jennie Bretschneider
Our founding attorney, Jennie Bretschneider, established Davis Wills & Trusts PC because she truly enjoys helping other people.
JOIN US FOR A COMPLIMENTARY IN-PERSON OR VIRTUAL EDUCATIONAL EVENT!
~ WEBINARS AND SEMINARS ~
