We have incorporated a unique "Virtual Estate Planning System" (VEPS) that allows our clients to be involved with the drafting of their own Estate Planning Documents as part of a Customized Estate Planning Package that includes a personalized Will and related Trust Documents, as well as Durable Financial and Health Care Powers of Attorney, and Business Succession Documents if needed.
REGISTRATION & QUESTIONNAIRE:
Utilizing our Firm's online VEP System and the Questionnaire to complete your Customized Estate Planning Package will reduce the amount of time and cost typically associated with the Estate Planning Process.
Estate Planning inevitably requires documents, forms, statements, and records. We can help you keep this information organized and secure for your own Estate Planning needs and give it to your Executor. We can also ensure you are made aware of what you need for ongoing review, updates, and alternatives if life brings new changes or challenges. This allows you to have all the documentation at your fingertips.
Please fill out the questions on the Questionnaire to the best of your ability. We realize you may not have all the answers or the information readily available. During our meetings and telephone conversations, we will review and answer any additional questions you may have and help you determine the best Estate Plan for your situation.
You can navigate the online Questionnaire by clicking next at the bottom of each page. If you cannot finish or complete the questionnaire and need to return to it later, PLEASE DO NOT HIT THE SUBMIT BUTTON - SIMPLY LOG OUT, and you will be able to log back in at a later time. Once you hit the SUBMIT BUTTON, you cannot return to the Questionnaire to make any changes or provide additional information.
When you have completed the Questionnaire, click on the SUBMIT BUTTON. We will then have access to the answers you provided and be able to begin the creation of your Estate Plan Documents.
Click on the START BUTTON to Register and begin the process.
ATTORNEY/CLIENT RELATIONSHIP POLICY:
You are advised that any legal information posted on the Ronald J. Fichera Law Firm website is written to conform to general applicability and is not tailored to your specific needs or factual scenario. As such, you should speak to Attorney Fichera or his employees or colleagues before making any decisions based on the information on the website.
Information on the Ronald J. Fichera Law Firm website is posted for informational purposes only and does not constitute legal advice.
Your review of information or downloading of materials does not create an attorney-client relationship with Ronald J. Fichera Law Firm. You can create an attorney-client relationship only when a Retainer Agreement is signed or electronically authenticated between you and Ronald J. Fichera Law Firm relative to your requested services.
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