530-605-3077

Why Virtual Services

Why virtual services

In this increasingly virtual world, our law firm understands that getting to a physical office  can be a challenge. Our clients are able to provide much of the information necessary through an online system and they are able to receive documents using a combination of technology and mail services. 




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Virtual Estate Planning - The Process

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Contact Our Office/ Get to Know Us

The first step is for you to contact our office either via phone or email and let us know what services you need. Our office will conduct a preliminary assessment to see if we are able to provide you with the services. This will require you to provide some information and answer some questions.  Once our office has had the opportunity to check whether we can provide services, you will have an opportunity to talk to the attorney a get to know them a little bit more. This usually takes the form of a 15 minute consultation/conversation.  

Establishing the relationship

Once you have had an opportunity to get to know us and decide that you want to work with us, you will be sent a Legal Services Agreement and we will request a deposit from you.

Client Questions

When you have returned the legal services agreement, you will be sent a questionnaire with information that you can fill out at your own luxury. Most of the questions are ones that you are better to obtain at home. 

Attorney Consultation

You will then make an appointment to have a virtual conference call either via virtual video. During this time, the attorney will ask you questions in your questionnaire and understand your life circumstances. This is a very important part of the process as during this time, the attorney spots areas that need special attention. The attorney will then take all that information and draft documents that are tailored to your needs. 


Review of Draft

You will receive a first draft of all the documents via email. You will be able to review them at your leisure. You can send our office back your comments and questions via email or our office can schedule a virtual consultation with you. 

Receive Final Draft

You will receive a final draft of all your documents as well as detailed instructions about how to get your documents signed. Our office will be available to help you with the process of signing either via phone or virtual conference. 

Once signed you will need to store these documents in a safe/ accessible place. 

virtual business formation-the process

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Contact our office and get to know us

 The first step is for you to contact our office either via phone or email and let us know what services you need. Our office will conduct a preliminary assessment to see if we are able to provide you with the services that you need. This will require you to provide some information and answer some questions.  Once our office has had the opportunity to check whether we can provide services, you will have an opportunity to talk to the attorney a get to know them a little bit more. This usually takes the form of a 15 minute consultation/conversation.   

Establish the Relationship

Once you decide that you want to work with us, we will send you a legal services agreement and we will ask for a deposit to cover some of the costs of formation. 

Client Questions

We will send you a client questionnaire so that you can gather answers and information in preparation for a virtual consultation.

Virtual Consultation

You will have a 45 minute consultation with the attorney. During this consultation the attorney will gather any information needed to start the company and answer any questions you may have. 

Drafting Documents and Filing with the State

Our office will draft any documents that you need and send you drafts of the documents for your review. Once you review, sign, and send them back we are ready to file!

Finalized Versions

Our office will provide you with a final draft of all your documents either via email or via regular mail. The office will give you detailed instructions about what needs to be signed and what copies need to be kept. Together we will decide if you want our office to keep copies of your signed documents on file.