You can now engage us to draft a comprehensive estate plan from the convenience of your home or even while relaxing at the beach. We understand that you may find it difficult to visit our office due to your busy schedule. As a result, we have developed this secure and user-friendly online service to ensure you will obtain an estate plan that is equally comprehensive and tailored as the one you would receive at our physical location.
There are many advantages to developing an estate plan virtually. Here are just a few reasons why our firm’s Virtual Estate Planning Service might be the right decision for you and your family:
Convenience: Our Virtual Estate Planning Service enables our clients to create their estate plan from any location equipped with an internet connection. You have the flexibility to access our secure online client portal and diligently work on your estate plan from any location, at your own speed.
Timesaving: Traditionally, creating an estate plan requires traveling to our office, scheduling appointments, and waiting for documents to be prepared, all of which are time-consuming processes. By utilizing our Virtual Estate Planning Service, you can save time and effort by completing the procedure more swiftly and efficiently.
Cost-Savings: You will save on travel expenses and your time away from work will be reduced.
Personalized Service: Even though you are meeting us virtually, you will receive the identical level of personalized care and attention that would expect from meeting us in our physical office. Our team of seasoned estate planning attorneys will collaborate closely with you to determine your specific needs and objectives to develop an estate plan that is tailored to your needs.
Secure and Confidential: We recognize the critical nature of maintaining the confidentiality and security of your estate planning documents. Our online platform is designed to ensure the confidentiality of your information and the security of your documents.
Flexibility: Greater flexibility is provided through our Virtual Estate Planning Service, especially with regard to communication and scheduling. By offering communication through email, phone, or video conference, we aim to assist you in incorporating estate planning into your hectic schedule.
It is essential to develop an estate plan to ensure that your desires are honored and that your loved ones are provided for. You can create your estate plan from anywhere with the flexibility and convenience of our Virtual Estate Planning Service, while continuing to receive the same level of expertise and superior service that you would receive in person.
What does the virtual estate planning process look like?
The virtual estate planning process follows the same guidelines as our in-person estate planning. One of our estate planning attorneys will meet with you over the phone or via Zoom for the initial consultation. After the initial consultation, we securely email you the fee agreement and an estate planning questionnaire. You get to choose how to best stay in touch with your attorney via email, phone, or Zoom. However, our design meeting (done after the first draft is completed) must be done over Zoom so that we can guide you through the documents in the same manner we would in person.
How will I know who is preparing my documents?
The attorney that you meet with during your initial consultation will be preparing your estate plan. To establish and maintain this trust during the virtual estate planning process, we can meet over Zoom. You can speak to your attorney face-to-face and review your documents together. Meet the team below.
Will virtual estate planning be difficult for me if I am not tech-savvy?
No. For each meeting, our team will send you a link via email that takes you directly to the Zoom virtual meeting room. The meeting can be done on your computer, tablet, or smartphone.
How do I review the documents electronically?
You will have an account in our client portal, which makes it easy and simple to review documents digitally or to print them. We can also arrange for the documents to be delivered to your home for review.
Schedule a Consultation with our team today!
No matter how simple or complicated your legal needs may be, Filippi Law Firm, P.C. is here to help. The future is inherently uncertain. Planning your estate can provide you and your family with much-needed peace of mind, financial security, and control. Understanding your life and end of life goals will allow us to provide you with a comprehensive estate plan that fits your needs while meeting California Estate Planning laws.
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At Filippi Law Firm, P.C., we are committed to helping Rocklin, California, families plan for their future. Your loved ones deserve to feel protected—today, tomorrow, and beyond. Don’t just take our word for it; see what our clients have to say about us.
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Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same:
The team of Filippi Law are kind, sincere and thorough in their work. They helped us work through our trust administration of our family member, to create our own trust, and any other issues that came up along the way. We appreciate their time and their willingness to explain the process in the detail. They also helped us with needed referrals for anything else. We would highly recommend their insight to anyone.
Jen helped us figure out the nuances of the different state laws to help with setting up the will and distribution to family members. She found issues with our previous will/trust that were corrected and offered updates to the new laws. We are very pleased with the final product and my mother feels that her wishes have been heard and met.
I worked with a few different people throughout the trust distribution process and everyone was very helpful and pleasant to work with.
Best firm I’ve ever had represent me both personally and professionally. Jim and the team lead the way!
We found the Filippi Law Firm in Yelp and we were so lucky to have found them. Both Jen and Jim were kind and patient, explaining the process and addressing our concerns with a cost we felt was appropriate for the quality of the work. At all times we felt supported in the process and it could not have gone better. If you need this kind of work do yourself a favor and reach out to these folks for help. You won’t regret it.
Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .
