Virtual Estate Planning

Creating your Virtual Estate Plan

Evans & Evans offers a virtual estate planning service which may be suitable for those who prefer online delivery of legal services, who do not have the time or inclination to attend multiple meetings with lawyers, want to minimize legal fees, and who may have modest assets and have no estate plan in place (or an outdated estate plan).

Does a real lawyer help prepare my estate plan documents?

Yes. A Massachusetts licensed attorney will be involved in the customized drafting of your estate plan. Because of the streamlined process created by the Evans & Evans Virtual Estate Plan, services can be provided at a fraction of the cost.

What do the estate planning documents cost?

Because of the streamlined nature of the process, the “virtual estate plan” documents are available at a fraction of the cost you would pay for similar documents from a full service law firm.  See our menu of services and costs below.

How are you different than other online companies, like Legal Zoom?

When you hire Evans & Evans, you become a client. We are a local full service law firm, unlike the National “document mills”. The difference is that all documents are prepared online after the client answers a detailed questionnaire. The Documents are ordered, paid for and delivered online. We generally recommend that you come to our office in order to have the documents executed to ensure that the formalities of execution are properly performed. There is no additional charge for this service.

If I don’t have a lot of assets, do I still need a will?

Yes.  Everyone needs a will.  The Commonwealth of Massachusetts has drafted a plan for you, in case you neglected to do so. Often times this solution is not what you would have wanted. Most importantly, however, if you have minor children, you are setting up a fight between family members over who gets to serve as guardians.  Eliminate the controversy with a virtual estate plan.

How does the ‘Virtual Estate Plan’ work? Will I get billed immediately after I hit ‘Submit’?

Once you submit your information, Evans & Evans will generate a preliminary draft of your documents.  Once the documents are approved, you will be sent an online statement, which is paid directly on our website by means of electronic check or credit card.  Then, once payment is made, we prepare the final execution versions of your documents and deliver them to you online, or schedule an appointment for you to sign.

Here is a quick snap shot of the process:

  1. Submit your questionnaire online.
  2. You receive and return engagement correspondence. Upon receipt, Evans & Evans prepares draft documents tailored to the answers in your questionnaire.
  3. You review the documents and Evans & Evans makes any required changes to conform with your wishes.
  4. You make payment for our services at the prescribed rate through our secure online portal. For your convenience, you may pay directly from your bank account or with a major credit card.
  5. You receive your documents for your legal documents via our secure online portal. If you wish to schedule a signing appointment (recommended) you may do so directly on this site or contact us at 800-439-2166

Benefits of the Virtual Law Office

By integrating a virtual law office into our practice, you have the opportunity to request basic estate planning services (day or night) and start the process of preparing documents such as wills, trusts, health care proxies, and durable powers of attorney, but with the knowledge that these documents will be fully reviewed by a licensed attorney before being executed.  Streamlining the legal workflow allows us to offer these services at significantly lower cost, and allows you to know, in advance, exactly what that cost will be.

How To Use the Virtual Law Office

When using virtual law services from the Evans & Evans Law Firm,  you have access to your secure client account where you can request services, view your file and documents associated with your case, monitor updates and status changes, access invoices and pay legal bills, do this at any time convenient for you, and in any location where you have an internet connection.

After selecting your Estate Planning package and completing the registration/questionnaire process, you will review your draft documents on our secure online client portal. Once you approve the documents, you can purchase the plan online by credit card or electronic ACH payment from your bank account.

Estate Planning Service Cost
Single Person – Nontaxable Estate (under $1M) Basic Will Estate Plan
Basic Will, Durable Power of Attorney, Health Care Proxy, Living Will and HIPAA Release.
Married Couple – Nontaxable Estate (Under $1M) Basic Will Estate Plan
Basic Reciprocal Wills, Durable Powers of Attorney, Health Care, Proxies, Living Wills, Health Care Proxies and HIPAA Release.
Family Will Estate Plan – Nontaxable Estate (Under $1M)
Includes everything in Basic Will Estate Plan plus bequests for minor children and/or one trust provision for children/grandchildren.
Single Person – Revocable Trust Plan
Pourover Will, Revocable Trust for Single Person, Durable Power of Attorney, Health Care Proxy, Living Will, HIPAA Release.  (Deed and Recording Fees Not included. No Title Examination conducted)
Married Couple – Joint Revocable Trust Plan
Includes Pourover Wills, Single Joint Revocable Trust for married couples (with marital and bypass shares), Durable Powers of Attorney, Health Care Proxies, Living Wills, and HIPAA Releases. Deed Preparation and recording fees not included. No Title Examination Conducted.
Deed Preparation 
(Does not include recording fees)
With Homestead add $25.00

All Plans include a “signing appointment” in our office.

The foregoing Plans do not include tax planning, and assume gross estates of under $1,000.000.00 for each person.  Certain documents may include marital or bypass provisions which are typically included in tax planning estate documents. Fees are subject to change.

Other Estate Planning and Probate Services

Should your estate exceed that threshold, or should you have other specific needs such as planning for Special Needs beneficiaries, Irrevocable trusts, Medicaid Planning, or assistance with administration of a Probate estate or Trust, please schedule a consultation with our office to assist you in preparing a custom estate plan for your specific situation.