How does my client create an estate plan?

Your clients can easily create a complete estate plan online with FastWill. Here’s how it works:

1. Account Creation: They start by creating an account on our platform.
2. Answering Questions: Then, they respond to a series of questions designed for their estate planning needs.
3. Document Signing and Notarization: After completing the questions, they will sign and notarize the necessary documents.
4. Asset Transfer: If they choose a Trust-based estate plan, they will need to transfer their assets into the Trust.