Online estate planning services for North Carolina, South Carolina, Tennessee.
Give us some basic info about yourself.
You’ll fill out a quick questionnaire to determine how we can help you best, then upload documents and keep track of your progress using your very own dashboard. And don’t worry, if you get busy you can save your incomplete profile and come back to finish it later.
Once you’re all set up we’ll invite you to sign an engagement letter through your personalized portal.
From there, you can upgrade your account to connect directly to an attorney. Remember, your engagement terms and pricing will depend on your specific legal needs.
Take a look at your attorney’s schedule and see which dates and times work best for you.
During your initial meeting, you and your counsel will figure out next steps together. You can holster that parking pass: our helm attorney meetings happen over phone or video chat to make things more convenient.