Virtual Estate Planning
Rilus Law is proud to offer virtual legal consultations. If you live in or around the cities of Mesa, North Scottsdale, and Scottsdale, Arizona, or Encinitas, California, we are happy to take a virtual consultation with you to discuss your legal needs and how we can help. Whether you have a busy schedule or mobility issues, our virtual meetings make it easier for you to get your estate plan done.
A virtual introduction is both efficient and convenient when it comes to asking for legal advice and looking for an attorney to help carry out your wishes.
Having a level of trust and comfort with your attorney is not only important, but it is also necessary to ensure a successful working relationship. Our virtual meetings allow you to see and connect with an attorney, as well as allow the attorney to demonstrate different estate planning or estate administration concepts to answer your questions.
What Can the Virtual Meeting Cover?
When it comes to legal matters, you need to have the confidence that you are in expert and trusted hands. At Rilus Law, our team of attorneys is well-versed in the following areas:
How Do Virtual Legal Consultations Work?
You will receive a confirmation with a link to join the meeting.
An option “Join from your Browser” may appear automatically. If it does not, select download and run Zoom.
You will be prompted to enter your name when it is time for our meeting.
Click “Join” to be taken into the meeting and you will speak to one of our experienced attorneys.
If you have any questions, please do not hesitate to reach out to us. We look forward to hearing from you.
Ready to Schedule Your Free Virtual Consultation?
Contact us today to schedule your free one-hour meeting with an attorney to assess your estate planning needs.
What are Our Other Virtual Estate Planning Solutions?
We live in a digital age, which means that your estate plan needs to be tech-savvy and have a digital component. Rilus Law offers a three-part Paperless Estate Planning Solution to inventory your digital assets, give access to digital assets to your successor trustee, and share your estate planning documents electronically.
Step One – Inventory
We include specific language in our trusts, wills, and powers of attorney allowing fiduciaries to request an inventory of all digital assets. The inventory contains the following limited information:
Type of account
Value of the account
Owner of the account
If there was a beneficiary named
This allows the fiduciary to access the information only and not the underlying assets. After they know what accounts exist, they can use the proper legal document that gives them authority over the account. If the account is owned by a trust, the fiduciary can provide the trust to show they have the authority. Or, if it is in the name of an individual, the fiduciary would provide the power of attorney if they needed to access the account.
Step Two – Digital Asset Trust (DAT)
A Digital Asset Trust, or DAT for short, is a type of trust that allows your successor trustee to have limited access to email and other important information that is stored electronically.
Step Three – Digital Vault
After your legal plan is complete, the legal documents need to be stored somewhere safe, where the right people can access them when they need to. Our legal plans include access to a “digital vault” that allows you to store all of your estate planning documents and important information electronically. It also gives you the ability to share the document with whom you want when you want. You can choose to share a copy of it immediately with your successor trustee, Certified Public Accountant, or financial advisor. Or, you can choose only to let them have access after you pass away.
This makes it possible for your family and trusted advisors to access your will, trust, and powers of attorney and important information at any time, from anywhere.
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