When you buy our Peace of Mind bundle of estate planning documents the process consists of the following steps.
Step 1 Submit the Peace of Mind bundle Questionnaire. Complete the Questionnaire and click on the Submit button at the end.
Step 2 Questionnaire is Emailed to You. We will send an email message to you that contains all the information you entered into the Questionnaire.
Step 3 You Review the Submitted Questionnaire. You review the contents of the email message that contains the Questionnaire and if you want to change anything you click on the reply button and send us an email message in which you tell us what you want to change.
Step 4 You Pay. You pay us for your estate plan with your major credit card. The fee is $497 for one bundle or $647 (a $347 discount) for two bundles. You can pay with a major credit card on our $497 payment page or on our $647 payment page.
Step 5 Your Questions Answered. If you have any questions call Richard C. Keyt at 480-664-7472 to get the answers over the phone or send him an email at [email protected]
Step 6 Documents Prepared. We prepare your documents.
Step 7 We Give You the Documents. We will send you an email with all of your documents attached as pdf files. The email will contain instructions on how to sign and notarize the documents.
Step 8 You Arrange to Sign the Documents in Front of a Notary. You print the documents and arrange to sign and have them notarized.
Step 9 Review Period. If you want to make any changes to any of your documents we do not charge for changes made within ninety days after we email the unsigned documents to you.