Online Estate Planning Service

Step 1: Complete a Client Worksheet

Please complete a Client Worksheet prior to scheduling your consultation.  The Client Worksheet allows us to assess your estate planning needs, and to prepare for our telephone conference with you. 

Step 2: Schedule a Telephone Conference

Select the button below or call our office to schedule a telephone conference with John Tamboer.  He will discuss the Client Worksheet and your estate plan during the call, which will take approximately 30 minutes.  It is helpful to write your questions down so that you don't forget to ask them.  If you are married, both spouses must be available for the consultation.  We will conduct a 3-way conference call if both spouses are not in the same location at the scheduled time. 

Step 3: Sign Your Documents

We will draft your documents and send them to you by email for review and signature (password protected for security).  You may request changes to the documents for up to 30 days after delivery.  Please select the button below for a step-by-step guide to properly sign your documents.  Finally, we will send instructions for you to change beneficiaries of your accounts, life insurance, or retirement plans as necessary to fully implement your estate plan.