Introduction
Welcome to the Essential Documents guide. This section explains how our drafting app simplifies the creation of vital legal documents by leveraging client input through an online form. With our proprietary legal algorithm, these inputs are transformed into variables that determine one of seven planning profiles. Each profile dictates the necessary legal documents and provisions, ensuring a tailored estate plan.
How It Works
Step 1: Client Input
The process begins with the prospective client filling out an online form. This form collects essential information about their assets, family situation, and estate planning goals. Key questions might include:
- Details about assets and liabilities
- Family members and their roles
- Specific wishes for asset distribution
- Preferences for healthcare and financial decision-makers
Step 2: Legal Algorithm
Once the form is submitted, our proprietary legal algorithm kicks in. This algorithm:
- Analyzes Responses: It converts the client’s answers into a set of variables.
- Identifies Planning Profile: Based on these variables, the algorithm identifies one of seven predefined planning profiles that best matches the client’s needs.
Step 3: Document Creation
Each planning profile corresponds to a specific set of legal documents and provisions. The documents typically include:
- Wills: Outlining the distribution of assets.
- Trusts: Managing assets during and after the client’s lifetime.
- Powers of Attorney: Designating individuals for financial or medical decisions.
- Healthcare Directives: Specifying medical treatment preferences.
These documents are instantly created, fully customized to the client’s profile, before the attorney is even hired.
Attorney’s Role
Reviewing and Customizing
After the initial document creation, the drafting attorney reviews the documents through a user-friendly interface. This stage is characterized by the ease and efficiency of creating the work product. Key features include:
- Profile Override: The attorney can override the automatically selected profile by toggling options. This flexibility ensures that the final documents perfectly align with the client’s needs.
- Provisions Adjustment: The attorney can make adjustments to specific provisions within the documents, adding a layer of customization and professional judgment.
Effortless Creation
The essential documents stage is designed to make the creation of legal documents effortless. By automating the initial draft based on client inputs and providing an intuitive interface for attorneys to make final adjustments, the process becomes seamless and efficient.
Benefits
For Clients
- Quick Turnaround: Essential legal documents are created instantly upon form submission.
- Tailored Plans: Documents are customized based on detailed client input, ensuring a personalized estate plan.
For Attorneys
- Efficiency: The automated drafting process saves time, allowing attorneys to focus on fine-tuning the documents.
- Control: Attorneys have full control over the final output, with the ability to override profiles and adjust provisions as needed.
Conclusion
The Essential Documents stage leverages technology to streamline the creation of critical estate planning documents. By converting client inputs into tailored legal documents through our proprietary algorithm, we ensure that clients receive personalized plans quickly and efficiently. Attorneys benefit from a system that enhances their productivity and allows for professional customization.
With our drafting app, the creation of essential documents becomes a seamless process, setting a strong foundation for comprehensive estate planning.
