How LegacyWise’s estate-planning process gets your documents ready virtually.

Estate planning involves making important decisions about your children and your assets.

It’s a very personal experience, and one that benefits from step-by-step directions and insights.

LegacyWise is designed to guide and ensure that you make all these decisions—and complete the documents reflecting those decisions—in a fraction of the time and cost that traditional legal services typically take.

To help with this process LegacyWise’s uses plain language that avoids legal jargon through both the questions it poses to you as well as the documents it creates for you.

Additionally, LegacyWise accomplishes its Done in a Day℠ promise through live workshops to further guide you toward completion.

But, while a live workshop works for many, it may not work for everyone.

The location may not be accessible.

Or, someone may prefer more privacy, given the many types of decisions and deliberations estate planning involves.

That’s why LegacyWise offers virtual workshops.

 

What is a virtual workshop?

Virtual workshops allow people to have the directions, insights, and other benefits provided through an in-person LegacyWise workshop but experienced in the comfort of their home or office—and the privacy those settings afford.

LegacyWise can host a virtual workshop for people living in the states where it is active: New Hampshire, Maine, Massachusetts, New Jersey, New York, Pennsylvania, Virginia, North Carolina, South Carolina, Tennessee, Florida, and Texas (with Georgia and Arizona soon to join the ranks).

 

What can you expect?

If you prefer a virtual workshop, here’s what you can expect:

  • The same straightforward registration costs. You can register for a one-on-one virtual workshop ($100) or a group virtual workshop ($20 for individuals or $40 for couples).
  • The same document costs—1% of annual income (but registrants always pay only what they determine they can afford—ability to pay is never a barrier for someone to create documents).
  • A guided pre-workshop questionnaire that organizes the information needed to create valid documents.
  • A LegacyWise representative who attends the virtual workshop and offers live direction and guidance.
  • An interactive process that completes the information needed so that documents can be produced, and you can set a future date to execute them with signatures and witnesses; and,
  • An additional opportunity to use LegacyWise’s secure document storage service, DocuCare℠. DocuCare℠ involves a one-time fee of $99, then costs $39 per year. It gives you reliable lifetime access to your documents (physically and digitally) and the abilities to make changes as life develops.

Take advantage of LegacyWise’s expertise by creating documents through a virtual workshop—schedule your appointment today.  Start – LegacyWise