How HBLWT Estate Planning System Works!

THREE STEP PROCESS

The HBLWT Estate Planning System (HBLWT EPS) is a streamlined three-step process designed to ensure comprehensive and personalized estate planning for every client.

1. REMOTE ZOOM CONSULTATION

Step 1 involves a remote Zoom (or phone) consultation where Matt and you will discuss your unique circumstances, goals, and concerns. This serves as the foundation for tailoring your estate plan to your specific needs. You will schedule this consultation on our website below. Don’t worry, it is a simple process! Take advantage of our flexible 8am-8pm availability, and limited weekend availability. The consultation requires payment and Engagement Agreement execution. HBLWT will provide client instructions for accessing consultation. 

2. INVOLVED DOCUMENT DRAFTING

Step 2 encompasses the detailed drafting of your documents, utilizing advanced drafting software. HBLWT will stay in close communication to address any questions that arise during this phase, ensuring accuracy and alignment with your wishes. You agree to remain in contact with HBLWT to ensure timely completion of your planning. 

After documents are complete, HBLWT will provide electronic drafts of documents to you for review prior to signing to ensure accuracy with your wishes. 

3. DOCUMENT EXECUTION (REMOTE OR IN-PERSON)

In Step 3, HBLWT facilitates the seamless execution of your estate planning documents. This can be done remotely or in-person, based on your preference. HBLWT prioritizes your convenience and confidence throughout the process, ensuring that your estate plan reflects your desires and safeguards your legacy effectively. HBLWT employs a Florida Notary Public with remote online notarization capabilities, allowing documents to be signed either remotely or in-person for added convenience.

HBLWT guarantees accurate and timely completion of your legal documents. HBLWT’s commitment ensures your estate plan is accurate and completed within a reasonable time period.