DOCUMENT PREPARATION PROCESS

Congratulations on your decision to complete your documents.  You are taking a major step in protecting you, your family and your assets.

Affordable Legal Documents has made the process as friendly as possible.  Below is the step-by-step description of how to proceed.  So, let’s get started.

EVERYONE needs certain important legal documents to protect their family and their assets.  Affordable Legal Documents has revolutionized and refined the document preparation process.  Now these universally critical documents are available to everyone at an affordable price without sacrificing quality.  All our documents are still reviewed by attorneys with specialized knowledge and experience in the appropriate areas of the law.

Affordable Legal Documents has streamlined the document preparation process in order to make certain essential documents affordable and understandable to the broad population, not just the more affluent.  Even if someone follows the traditional path by directly employing an attorney, these critical documents are still, for the most part, produced on a word processor by a legal assistant.

One way Affordable Legal Documents is able to bring the cost of these critical documents down so low is to eliminate most of the expensive attorney-time along with the fancy office and overhead.  You also take a more active roll in the process.  First you self-educate with the support of the extensive library available on www.affordable-legal-documents.com and seminars presented online and live.  Next, instead of having a lengthy live interview with an expensive attorney, you go online to www.affordable-legal-documents.com and complete the Estate Planning Interview by entering your pertinent data yourself in a secure online user-friendly format.

Step 1:  Get Started.  At www.affordable-legal-documents.com click on the “Get Started” button and the welcome page will appear.

Step 2:  Select Documents.  Click the desired documents, e.g. Trust and Estate Documents Package.  This will take you to the flow chart.

Step 3:  Flow chart.  The flow chart will show you the various steps in the document preparation process.  Click “Next.”

Step 4:  Pictures.  Here you will see pictures of what your finished document package will look like.  Click “Next.”

Step 5:  Important Information.  Here you will be asked to read and agree to the following:

1.        Privacy Disclosure Statement

2.        Internet Security Statement

3.        Document Preparation Process

4.        Letter of Engagement

5.        Guarantee

6.        Legal Disclosure - Non-Traditional Attorney/Client Relationship

7.        Consent to Joint Representation (multiple party documents only)

8.        Compensations Disclosure

After checking the boxes indicating your agreement, click “Next.”

Step 6:  Guarantee.  Read our guarantee policy, then click “Continue to PayPal.”

Step 7:  Payment.  You will be brought to PayPal where you will pay for your documents in a completely secure environment.  You may choose to pay by credit card or by electronic check.  Select one and follow the instructions.  When you are finished, you will automatically be advanced to Step 8.

Step 8:  Secure Mail Box.  Here is where you setup your secure online mail box by creating a unique “user name” and “password.”  You will also enter your email address. This secure mail box is where we will communicate with you in a secure and private environment.  Click “Continue.”

Step 9:  Interview.  In your mail box will be an interview form.  This is where you enter all the information we need to prepare your documents.  There are “Helps” provided along the way to clarify what information is needed in each blank.  You can also refer to the educational resources on the www.affordable-legal-documents.com to remind and prompt you.  Completing the interview may take more than one session, so you can logout and then return to the site later to continue.  You may also want click on “Interview Entries” and print it.  Note those items of information you have completed.  It will also become a checklist of information you need to finish.  You may do this as many times as you need to by logging-in using your “user name” and “password.”  When you have completed the interview, click “Finished” and an email will notify us.

Step 10:  “DRAFT” Documents.  From your interview information we will prepare a set of “DRAFT” documents, place them in your mail box, and notify you by email that they are waiting for your review.  We encourage you to print them off so you can make notes as you read them.

Step 11:  Live Coaching Session.  You are not left alone.  The Affordable Legal Documents legal professional who drafted your documents will call you for a telephone meeting.  The purpose of this phone meeting is to (1) make sure that Affordable Legal Documents and you correctly understood what you want, (2) answer questions that you were unable to resolve using the educational resources on www.affordable-legal-documents.com, and (3) to get any changes or corrections.

This coaching interview raises Affordable Legal Documents above all other internet-base document sites.  In order to get the best results for you, we believe that live conversations with a live, knowledgeable professional are essential.

Step 12:  FINAL Documents.  Once we have made any changes or correction arising out of the telephone meeting, your final documents will be prepared.  Your document package will be sent to you via US Mail “Priority Mail.”

Step 13:  Executing Your Documents.  Contained in your document package are instructions for executing (signing) them.  Once signed, please go back into your secure mail box at www.affordable-legal-documents.com and fill in the “Executions Information” form so that we know that you have completed this step.

Step 14:  Funding Your Trust.  Now you must transfer your assets to the trust (“fund the trust”) and change the beneficiary designations on you life insurance policies, IRAs, etc.  Return to the www.affordable-legal-documents.com and click the “Funding” button for instructions and forms. You will receive a follow-up call from your coach to answer questions and prod you along. 

Affordable Legal Documents can prepare deeds, and other documents for an additional charge if you need us to.

Step 15:  The Rest of Your Life.  We encourage you to review what you have done at least annually.  Life is dynamic and changing all the time.  You need to make sure that what you did is still what you want.  As you buy and sell assets, you need to make sure that everything is put in the trust.