Here's exactly what happens when you work with us.

Complete a short online screener. We'll confirm this is the right plan for your situation before you spend a dollar.

Choose your plan and sign your engagement letter. Luke reviews your information, confirms Online Trust Attorney is the right fit, and countersigns. That is the moment he becomes your attorney, and your flat fee is charged.

After enrollment, You will receive a secure link to PlanBuilder, our smart online questionnaire that adapts to your answers, capturing your family, assets, and goals without legal jargon or wasted time. You will also get a private link to schedule your Design Meeting.

Meet with Luke by video. This is where your estate plan is actually designed, your goals, your family, your assets. Real legal work, not a sales call. With your permission, Luke is glad to loop in your financial advisor or CPA so your plan lines up with the rest of your financial picture.

Luke personally drafts your Arizona-specific trust documents, then records a customized video walking you through the most important aspects of your trust. You can ask follow-up questions or request one round of revisions to make sure everything is exactly right.

Luke sends your complete professional binder along with both written and video instructions designed to make signing simple, clear, and stress-free, so you know exactly what to do and how to do it.

The final step is signing, and it is an additional cost that is not part of your flat fee. A mobile notary can come to your home so you can sign on your own schedule, you can use any notary you choose, or you can sign in person at our Scottsdale office for a flat fee of $175. We tell you the full cost before you pay.