Frequently Asked Questions
Will my clients have to speak with an attorney?
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?
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?
Blood transfusion and other medical directives
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?
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.