How it works
From your first answer to signed documents, here is what happens at each step.
1. Choose your documents
Select a simple will or a living trust package. The questionnaire adjusts and skips questions that don't apply to you, such as children, guardians, or trust assets.
2. Answer one question at a time
Each screen asks a single question. A progress bar shows how far along you are. Where it helps, a short note explains what information the question is asking for, such as which name to use or what details to include. These notes describe the form. They are not advice about what you should choose.
3. Save & continue later
Your answers save automatically as you move from card to card. Select Save & continue later to get your private resume link. Open the link on any device to return to where you stopped. Keep the link private, because anyone who has it can view your answers.
4. Review and submit
A summary screen shows all of your answers. You can jump back to any question to change it. When everything is correct, confirm the acknowledgments, type your name as your electronic signature, and submit.
5. Written service contract
Before we prepare any document, we provide our written contract as California Business & Professions Code ยง6410 requires. The contract describes the services and their cost and includes the required notices. You may cancel the contract within 24 hours of signing it.
6. Document preparation and signing
We type your documents exactly as you directed and send them to you for review. Once you approve them, you sign them according to the included instructions, which may involve witnesses or a notary public.