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Premium Guardianship Documents Package (Individual)

Premium Guardianship Documents Package (Individual)

Legal DIY is a package of “a la carte” legal help that we have developed to serve our communities and bring greater access to certain estate planning services. This package includes:

 

  • A toolkit of downloadable guardianship documents (Appointment of Guardian and Parents Delegation of Powers) for your use
  • An Instructional Guide, and
  • A 15-minute review meeting with member of the firm
  • A Signing Meeting at our office with a notary and witnesses provided
  • How does this work?

    1. Purchase documents: Add your preferred package to the cart and check out; you will be asked to read and acknowledge our Terms of Use before checking out
    2. Access your digital downloads: Once payment is submitted, you will be able to download the digital zip file.
    3. Complete the documents: In the file, we have included an instruction guide. Please read the guide CAREFULLY concerning the documents and their use and complete the documents as instructed
    4. Access your Client Portal: You will receive an invitation to create an account in our secure client portal. As part of this package, you will have lifetime access to this portal system. 
    5. Schedule your Review meeting: In the client portal, you will be able to schedule a Review meeting with one of our attorneys. Please note: this meeting is only available virtually and is scheduled for 15 minutes. 
    6. Upload your documents: Upon scheduling your Review meeting, you will be prompted to upload the documents into the portal system for our attorneys to review prior to the meeting. 
    7. Have your documents notarized/witnessed where advised: IT IS HIGHLY RECOMMENDED THAT EACH DOCUMENT BE WITNESSED AND/OR NOTARIZED FOR MAXIMUM EFFECTIVENESS. Please read the Instructions for more information. 
    8. Optional: Upload the final executed documents into the client portal for an additional storage option.
$435.00Price
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