Hot Deal

Offer Valid: 11/13/2018 - 12/20/2019
Smart Estate Planning - Made Simple
  • Offers estate planning education/review to existing and prospective clients
  • Educates client about general estate planning concepts
  • Client signs any necessary fee agreements
  • Collects fee for their role in the process
  • Assist client in completing attorney’s online questionnaire

Create - Attorney and Advanced Automation Recommend, Review and Draft Documents

  • Attorney and legal analytics review client data
  • Clarifies and collects additional Information as needed
  • Performs conflicts check
  • Determines documents to be included in client’s estate plan
  • Prepares necessary documents
  • Collects a fee for legal services rendered
  • Prepares estate planning documents

Sign - Advisor Helps Client Sign & Notarize Documents

  • Sign and notarize documents
  • Upload executed signature pages to attorney
  • Analysis and review of assets
  • Reach out and notify stakeholders

This Hot Deal is promoted by South Tampa Chamber of Commerce.