VIRTUAL ESTATE PLANNING SERVICE
RJ Fichera and Associates provides you with the convenience and affordable fixed fee of an on-line estate planning service together with professional legal advice, if desired, and individually drafted estate planning documents to meet your unique needs.
The Best Time to Plan Your Estate is Now.
None of us really likes to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. Don’t wait. You can put something in place now and change it later…which is exactly the way Estate Planning should be done.
The Best Benefit is Peace of Mind.
Knowing you have a properly prepared plan in place - one that contains your instructions and will protect your family - will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love.
For a FREE Consultation Call
VIRTUAL ESTATE PLANNING SERVICE (VEPS)
RJ Fichera and Associates offers you experienced legal representation every step of the way. In most cases, you will find the process much more personalized and easier that you may have expected
You may simply request that an attorney review your completed document to assure you that it appears to meet your objectives. Or you may ask the attorney to discuss with you the various options, and have the attorney make changes to the documents based upon your discussion. The fee for either of these additional options is indicated on the pricing schedule.
RJ Fichera and Associates is available by telephone for mutually convenient telephone consultation, or to schedule a meeting.
FIXED FEE PRICING
RJ Fichera and Associates’ fixed fee pricing structure includes all of the documents which the vast majority of individuals need to protect their loved ones.
I. Here's an Overview of our Virtual Estate Planning Service:
Contact Us for a Free Consultation
Complete the Registration Process
Complete a Simple Questionnaire
Attorney Review of Your Questionnaire
Attorney Review of Your Draft Documents
Question and Answer Consultation
Receive Your Documents for Signing
II. Here is an In-depth Review of our Virtual Estate Planning Service:
Begin the process with an initial Free Consultation Call.
Then follow-up with the On-line secure, simple Registration Process.
Follow-up with the On-line secure, simple Questionnaire completed at your leisure in one session, or in as many sessions as you need, to ensure that all of your pertinent information is included in the decision-making process.
Once this Questionnaire is completed, we will analyze your situation to make an initial determination regarding how your individual and family needs should be addressed in your Estate Plan.
A second informative Consultation will be scheduled at a time convenient for you. Your options, questions and concerns will be addressed. The discussion will be used to devise an appropriate strategy for your individual and family situation.
After the Consultations, your draft Estate Planning Documents can be mailed or emailed to you. After you have reviewed your Draft Documents, a further Consultation will be scheduled, if needed.
After all your outstanding questions have been resolved and all the issues addressed, any necessary alterations will be made to your Estate Planning Documents.
Finally, Estate Planning Documents will be mailed or emailed to you with detailed instructions on how to proceed with signing or executing your Documents.
Many people consider and obtain Living Trusts from purely on-line services, but then do not “fund” their Living Trust. Only those assets formally transferred into the Living Trust will be available to the Beneficiaries and receive the benefit of avoiding Probate and certain Tax Savings. Establishing a Living Trust and then failing to fund it is a waste of time and money, leaving your assets exposed to expensive and lengthy probate, as well as, potential threats from creditors and others. We ensure your assets are all owned in the right way. You can have a fine set of Legal Documents, but if your assets are not owned and titled in the proper manner, the entire Estate Plan is basically useless.
RJ Fichera and Associates helps you complete the final stages and all aspects of the Estate Plan Process, ensuring your Estate Plan really does become effective, protecting you, your loved ones, your business, and your legacy.
We create an Electronic Record of all of your Legal Documents so you can easily access them at any time in the future and schedule a Legacy Meeting with you to review and update the Documents if necessary.
Legacy Planning. We meet with you at least every two (2) years to review your entire Estate Plan and keep it up-to-date. If that’s not included in the planning you are doing, the set of documents you get are very unlikely to work when your family needs them.
Isn’t it time to just take care of this? Get started today... For Free!
Working with an Estate Attorney.
Every person and every family have unique personal, financial and business situations. Choosing an Estate Planning Attorney and Advisor is a very important decision. That person should be an experienced attorney with knowledge of the law, as well as, business and financial matters. Just as importantly, he or she needs be sympathetic and empathetic so that you may feel at ease and be comfortable in sharing your most personal details.
Cost of an Estate Plan.