Creating An Estate Plan Has Never Been Easier
As the founding attorney at JoAnne Larson Daudt, P.A., I am excited to offer virtual services to my clients. Through my client center, you can conveniently select the estate planning tools that are best for you from the comfort and safety of your home while utilizing my 30 years of experience as your guide.
I have made this tool user-friendly with three simple steps.
Step One: Complete The Appropriate Form
The first step in using the client center is to complete a simple questionnaire that will provide me with the information necessary to beginning your estate planning. There are a variety of forms to choose from to suit your individual needs. Simply select the form that aligns with your goals and circumstances. For example, if you are a married couple without children, locate the form on the page titled “Married Couple: No children or adult children” and select it by clicking on the link.
Once you have made your selection, you simply enter the requested information into fields online. There is no paperwork to print during this step. All forms are completed entirely online.
Step Two: Check Out
Once you have completed the appropriate questionnaire and clicked “submit,” the site will redirect you to the checkout page. All payments process through our secure website.
Step Three: Receive Your Documents For Signature
After you have completed steps one and two, your documents will be processed and emailed or mailed to you. You will receive your documents quickly. Many of these documents are sent to your email immediately after you’ve submitted payment.
Once these three easy steps are complete, you can sign the documents and return them to our office. Your documents can be returned by email, through the U.S. Postal Service or by dropping them off at our office.
Your Personalized Estate Plan Is Just A Click Away
If you are looking for a convenient option for creating an estate plan, my virtual services are just what you need. Follow this link to select the appropriate option that suits your needs. If you have any questions, I am here to talk with you. Contact my Fort Lauderdale office by calling 954-546-7861 or by completing my online contact form.