Will my clients have to speak with an attorney?
It depends on your client’s situation. The attorney review process and interview will be driven entirely by the online AI platform. You can rest assured that every attorney on our platform has been educated on how our AI system works and has set the AI to practice law the way that they would if your client were sitting in their office.
It is important to make sure that your clients understand that the attorney will authorize the preparation of their estate plan and the review of their estate without any further involvement. Throughout the online questionnaire process the AI is probing for circumstances in which your client would need to speak with the attorney to resolve a particular estate plan issue. In the event that the attorney determines that they need to talk with your client, they will personally reach out to your client for additional information and clarification.
We believe that our platform adds another layer of simple sophistication to enhance the quality of the client experience and the quality of the ensuing estate plan.
In addition, using the Estate Guru Professional platform protects the advisor from engaging in the unauthorized practice of law, and ensures that all attorney reviews are completed in a timely and professional manner. Our platform empowers the the attorney to be able to quickly identify potential problem areas and focus his professional time on more complex situations and clients.
The turnaround time for clients that qualify for the automated attorney review is significantly less than a traditional attorney. The system average is 2 business days, from the time the online interview is finalized to when the completed documents are printed and shipped. In a traditional model, it can take over 20 days, with many cases taking 30 plus days to complete. No more being stuck in limbo – with Estate Guru Professional we are here to remove the stop gaps in the estate planning process and provide a seamless, structured and simplified way to creating customized estate plans that are unique to your clients.
How do I help clients transfer property and assets into their trust?
Learn where to go to help your clients transfer their home and any other assets into their trust.
Clients and advisors can receive assistance from our support staff in transferring real estate and other financial assets by visiting our funding assistance site.
Click Here for Funding Assistance
*Our deed preparation fees are $150 per property + county recording fees (optional)
How are adopted children treated in an estate plan?
Your estate plan includes the language “mutual issue.” “Mutual issue” automatically includes all children naturally born or adopted. Children legally adopted are treated as if they were naturally born. Legally there is no distinction between the two.
Blood transfusion and other medical directives
The only health care related item that the attorneys permit us to provide in documents is the naming of individuals one wishes to make healthcare decisions in the event that the individual cannot do so for themself.
Specific or detailed instructions to their health care provider is done in the Health Care Directive. Instructing the physician that they want or do not want a blood transfusion is a medical issue, the implications of which are not legal in nature. Such instructions are a health issue and are treated like any other direction to your health care providers in your Health Care Directive. One should consult with their primary caregiver and then manually add their wishes about blood transfusions (and any other specific instructions – on hydration, pain medication, organ donation, etc) to their Health Care Directive.
In addition, clients can make sure they provide verbal and written instructions to the individuals they empowered to make health care decisions on their behalf so their health care agents can make sure that their wishes are carried out.
How do I or My Client Sign and Upload the Signature Pages?
Each document in your estate plan has a signature page. Your documents must be signed and dated for them to be legally binding. The process of dating and signing your documents is called executing your documents. Most of the documents in your estate plan require your signature be notarized, a few, like your will, require your signature be witnessed. Each signature page indicates clearly whether a notary or witness is required.
Once you have executed all your documents, scan and email them to firstname.lastname@example.org
Upon receipt of your scanned signature pages the system reads the QR code and attaches each signature page to its respective document in the client’s online legal file.
If for some reason you cannot scan and email completed signature pages, please send copies (DO NOT SEND ORIGINALS) to:
Estate Guru Professional Support
560 South 100 West, Suite 1,
Provo, UT 84601
We will upload the copies of signature pages to the cloud file.