OUR DIGITAL PROCESS

Starts with you.

Step 1: You get informed Read Our Educational Materials Our educational materials will help you begin to understand what the documents are, why the documents are important, and how the documents work. We will even tell you what the important words mean. Last Will and Testament

Durable Power of Attorney

Medical Power of Attorney

Advanced Directive to Physicians

HIPAA Release

Declaration of Guardian

Appointment of Guardian for Minor Children

Step 2: You share information Complete Our Questionnaire Our questionnaire will gather all of the necessary information we will need to complete your digital legal documents. Typically, the entire questionnaire takes between 15-20 minutes to complete. If you have any questions while you complete the questionnaire, just ask us. Engagement Agreement

Secure Information Sharing

Secure Payment Processing

Step 3: Document delivery Use Our Secure Client Portal Our secure client portal is designed with you in mind. Your documents are available for you to download at your convenience for 30 days. We use the same security as banks and brokerages. If you need more time, let us know. Secured Document Delivery

256-bit SSL & TLS

ISO 9001 & 27001 Certified

SOC 2 Compliant and Certified
Execute Your Documents Our Detailed Instructions for Signing, which is included with every package, will walk you through the entire process of signing and executing your documents. Your documents are not valid if you do not properly sign and execute your documents. If you need some help with the process, we can help. Detailed Instructions

Formal Signing Process

Document Validity

Your Finish Line
  • My experience with Steve and Paul has been top notch! They are highly knowledgeable and make it easy to work with them. They handled my business with the utmost of care. I highly recommend them!

    Stephanie Cuningkin, CPA
    S. Cuningkin
    Certified Public Accountant
  • Steve and Paul are a pleasure to work with. They are incredibly knowledgeable and professional. From beginning to end, their digital legal services make the planning process simple and efficient. I would recommend them to anyone!

    McKinney Headshot 2016
    S. McKinney
    Director of Financial Planning
  • We love Paul and trust him Implicitly!! He will do the job well for you.

    MJ Pinkley
    Educator
  • N. Wood
    Salon Owner
  • T. Chapman
    Administrative Assistant