California Estate Planning Blog

Estate Planning Online: It's Not Just DIY Wills and Trusts Anymore

Making a will or trust with an online Do-it-Yourself program can be confusing and has inherent risks.  No one without legal training can be expected to fully understand the legal language these important documents contain.  Also, since many online services are based on standard downloadable forms, they may not address your personal concerns and individual objectives.   

In other words, with DIY wills or trusts, you may not know what you’re missing.  Ultimately, your loved ones could be the ones to pay for mistakes you didn’t even know you were making.  Luckily, LifeLadder offers a modern, holistic approach to estate planning that fuses the convenience of estate planning online with a personal attorney relationship and a custom comprehensive estate plan.

How does LifeLadder Estate Planning work?

LifeLadder is estate planning that comes to you.  Instead of fighting traffic to meet your attorney in person, all of your attorney meetings will be held via Zoom videoconference, from the comfort of your home or office.  You will have three, one-hour meetings with your attorney, during which she will help you design your plan, lead you through the official signing, and finally deliver your completed custom estate plan binder. 

Throughout the whole planning period, you will have access to an online portal, where you can confidently share sensitive documents, receive secure emails and stay up-to-date on the status of your plan.  For the Signing Meeting, a mobile notary will be sent to a place of your choosing to authenticate all the necessary signatures, while the attorney guides you through each document via videoconference.

With LifeLadder, you will receive a fully personalized estate planning experience with the modern convenience of remote meetings.  It’s that simple.

How much does an estate plan cost with LifeLadder?

LifeLadder Estate Planning uses a flat-rate, package-based fee structure.  Once you choose your package and design your plan, you will know the exact total cost to you – no surprise follow-up fees or extra billable hours to pay for. 

How do I get started?

Watch the 10-minute introductory webinar below.  You will briefly hear about the difference between LifeLadder and traditional estate planning firms.  You will learn about the contents of our estate plan packages and their costs, and then revisit the steps of the planning process before gaining access to our online scheduler.  If you own a home, have minor children, beloved family pets, or a desire to safeguard your legacy, it's a good moment for estate planning.

California Estate Planning


Legal Disclaimer: The legal information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer or attorney client relationship. Any results set forth herein are based upon the facts of that particular case and do not represent a promise or guarantee. Please contact LifeLadder Estate Planning for a consultation on your particular legal matter. This web site is not intended to solicit clients for matters outside of California.

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