The Process

The estate planning process consists of three simple steps:

  1. Review the Select a Plan page and determine which Plan is right for you.
  2. Proceed to the Get Started page and click on the Questionnaire for the Plan which you have chosen.
  3. Complete and submit the Questionnaire with payment.

Once the Questionnaire responses and payment are received, The Will Shoppe will prepare and email to the clients drafts of estate planning documents based upon such responses. Prior to doing so, The Will Shoppe may contact the client to seek clarification or confirmation concerning the clients’ wishes, especially where any responses are incomplete or uncertain.

Following the clients’ review and any corrections, and any further communications with the clients, The Will Shoppe will prepare all documents in final form for execution and mail them to the clients with execution instructions.