A full year's access to The Estate Patch's automated estate planning document system where you pick the documents, strategy, and people you want without having to go through an attorney. We can bring you this through our strategic relationship with a licensed software specialty company in conjunction with select Plain English Attorney® educational courses and materials to help create and maintain your own estate plan.
What you'll get:
- Document Creation System: Access to the estate planning document system where you can create and update your own state-specific revocable living trust, last will and testament, power of attorney, and advance health care directive without an attorney.
- Vault System Access: An online storage center for copies of your documents and other important estate and financial information so you have secure access at your fingertips, or that of a trusted person in the event of a crisis.
- Free Asset Evaluation: A free 360 Estate Asset Fortification session with one of our Title and Asset Advisors to make sure that your accounts and other assets are titled properly or the beneficiaries set up correctly to work in conjunction with your plan.
- Ongoing Information: You will also be subscribed to the same e-newsletter sent to The Plain English Attorney(R)'s legal clients with updates, invitations to special events, and webinars. (You can cancel the e-newsletter at any time).
The Estate Patch is not a law firm charging you billable hours, nor is it providing legal advice. This system allows you to chose, modify, and update your estate plan on your own without an attorney but with educational materials to help you along. (If you have legal questions, please contact an attorney in your state or jurisdiction.) Open only to residents of the United States. This offer is automatically renewed and your credit card will be charged annually. PLEASE CLICK HERE FOR FULL TERMS AND CONDITIONS.