Wills & estates
Trusts & estate planning
Discuss estate planning goals, trust structures and succession.
Start this service requestHow it works
Open each step for guidance from your first request through completion.
1. Choose and save your request
Read this service guide and create a named request. You can return to it from your dashboard.
2. Complete your questionnaire and documents
Provide the requested information, upload relevant identity and supporting records, and save your draft.
3. Review fees and pay
Review the USD invoice, including any separately quoted government charges. Verified payment is required before submission for review.
4. Submit for professional review
After payment, submit your questionnaire. The firm checks conflicts, documents and suitability and confirms the written engagement.
5. Preparation and agreed work
Review objectives and proposed beneficiaries, then prepare the agreed estate-planning advice or documents.
6. Completion and ongoing support
Receive approved documents and updates. Filing, signing and third-party actions are tracked where included in your engagement.
What happens at completion?
Review objectives and proposed beneficiaries, then prepare the agreed estate-planning advice or documents.
Timing and costs
Your attorney will confirm an estimate after reviewing the request. Signing, registry processing, court schedules and third-party responses may affect completion.
Review the service fee and its displayed currency and pay before submitting your questionnaire for review. An invoice separates professional fees, government charges and applicable tax. Starting a request does not charge your card.