Broker Check
16 April
INNOVATIVE HR & BENEFITS SOLUTIONS: ELEGACY VIRTUAL ESTATE PLANNING

Description

Join us for a bite-sized demonstration of this new virtual estate planning service.

Appetizer

Estate planning is the process of preserving and protecting your assets and providing an orderly means for them to be passed on to the next generation. Estate planning brings the comfort of knowing that you and your loved ones are provided for and that your hard-earned property will go to the people you want, the way you want. Estate planning also helps maximize the value of your estate by eliminating or reducing taxes, professional fees, and court costs.

Main Course

Planning for the ones you love is a priority, and with eLegacy now you can do it all online with an expert estate planning attorney via a videoconferencing-enabled website. A team consisting of an Attorney, Paralegal and Client Relations Coordinator will stay with you throughout the process. And, you will have access to a robust library of videos and articles to inform you about estate planning topics.

The 5-step process is simple and serves to efficiently guide in the development of your custom estate plan.

  1. Complimentary Consultation
  2. Design Meeting
  3. Drafting and Review
  4. Signing and Review
  5. Funding

Dessert

The flat-fee pricing model alleviates concerns and the unknowns of hourly billing. After an initial screening process, you will videoconference with a paralegal who learns about your needs and covers estate planning fundamentals. At the conclusion of the initial consult, you are quoted a flat fee for a customized estate planning solution.


Dietary Restrictions:
Will-based and Trust-based plans are offered and the comprehensive eLegacy Plans include the following:

  • Revocable Living Trust

  • Pour-Over Will

  • General Durable Power of Attorney (for finances) Healthcare Power of Attorney with Healthcare Directives Deed for primary residence

  • Guidance and follow-up on titling financial accounts and assets in trust name

Additionally, eLegacy Plans include: unlimited meetings with your team; drafts and revisions of all plan documents; funding of the Trust (this is an important step that other law firms fail to do); and a professional portfolio with the signed documents, an electronic zip drive and access to a dedicated document vault within the client portal.

Reviews on this Dish

“This was an excellent service and a great company to work with. We’ve since recommended eLegacy to several of our friends.” Craig and Teresa from Bothell, WA

“We had wills done several years ago and needed to update our plan to a trust. We thought the online process worked out great. Even though we’re not very techy savvy, it was easy to figure out.” Gerald and Sandy from Spokane, WA

“A great product, and it didn’t feel like I was sacrificing anything in terms of quality. My attorney obviously had a lot of experience with estate planning and recommended several solutions that I hadn’t considered but will work well for my family.” Todd from Moses Lake, WA

Innovative HR & Benefits Bite-Sized Webinar Series

highlights new and innovative solutions to enhance your HR and benefits programs. The webinars are bite-sized - 45-minute presentations with the remaining 15 minutes for Q & A, so you can quickly stay up to date on the latest and greatest tools available to your HR program. Three of the northwest’s leading benefit brokerages: Advanced Benefits, CSNW Benefits, and Diversified Insurance Group, have partnered to produce this series.

Date and Time

Fri, Apr 16, 2021

9:30a - 10:30a PST

Location

Online

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