Use the Downloadable File here to send these instructions to your clients.
We will print and ship your client's estate plan binder. You can expect to receive it within 7-10 business days via USPS Priority Mail.
Once you receive the documents, please follow the steps below:
STEP 1: Set up your client's account.
- The client should have an invitation to set up their user account in their email. Please have them check spam if they don't immediately see it.
- Use the Document Options icon to view or download documents. PLEASE DO NOT CLICK THE DOCUMENT OPTIONS ICON TO CHANGE YOUR DOCUMENTS unless that is your intention.
- You can send invitations to other people mentioned in the documents from the People Tab.
- Sign and notarize the signature pages. (Instructions are included in the estate plan binder.)
- Scan the original signature pages and upload them into your client's dashboard.
- Complete the portal prompt to enter the date the Revocable Living Trust signature page was signed.
STEP 3: Read this article on Funding the Living Trust. If you did not already order the new deed, you can log into your client's dashboard, click on the Deed tile and order the deed(s).
The cost is $199 and typically takes 7-10 business days for the deed to be delivered via email. (Deed order service is not available in the following states: NY, MD, LA, OH, AL, NJ, SC, VA, & District of Columbia. For those states, you can work directly with one of our attorneys or a title company.)
Note: Once the new deed is emailed to you/the client, the client will need to sign it and have it recorded at the county recorder's office in which the property is located.