Attorney-Led Online Estate Planning That's Legally Binding in Every State We Practice
You don't need to drive to an office to get a real estate plan. Our fully remote process gives you direct access to a licensed attorney, state-specific legal advice, and properly executed documents — all from wherever you are.
How Our Virtual Estate Planning Process Works
Everything begins with a 20-minute call where we learn about your family, your assets, and what you need your estate plan to accomplish. This isn't a sales call — it's a legal intake conversation. By the end of it, we'll know which documents belong in your plan and why, and you'll have a clear picture of what comes next.
Step Two: Drafting, Review, and Refinement
Once we understand your situation, we draft your documents — wills, trusts, powers of attorney, healthcare directives, or whatever combination fits your circumstances. You review everything directly with your attorney, not a paralegal. If something needs to change, we adjust it. The plan isn't finalized until it reflects exactly what you intend.
Step Three: Document Delivery and Final Execution
When your documents are ready, we'll walk you through everything before you sign a single page. You'll review each document directly with your attorney — not a paralegal — so you understand exactly what you're signing and why. Once you're satisfied, we deliver your finalized documents digitally so you can arrange notarization locally at your convenience. We'll tell you precisely what to bring, how the signing should be witnessed, and what to watch for so the execution is done correctly. The process is guided and straightforward — you won't be left to figure it out on your own.
A Platform Fills Out a Form. An Attorney Builds You a Plan.
What You Actually Get from Attorney-Led Virtual Estate Planning
Online document platforms generate forms based on your answers. That's not legal advice — it's data entry. An attorney-led engagement is fundamentally different:
- Your specific assets, family structure, and state laws are analyzed before a single document is drafted
- You receive guidance on which documents you actually need — not just the ones you thought to ask for
- Blended family dynamics, business interests, and beneficiary conflicts are addressed with legal strategy, not generic language
- Your plan is reviewed directly with you and revised until it's accurate
- Ongoing support — annual reviews, follow-up questions, and plan updates — is included in your flat-fee package at no additional cost
A platform cannot tell you whether a revocable living trust or a will-based plan makes more sense for your situation. An attorney can.
Who This Process Is Built For
Our virtual estate planning process works especially well for clients who value convenience without compromising on quality — but it's not limited to any one profile. We regularly work remotely with:
- Parents of minor children who need guardianship designations done correctly
- Business owners integrating succession planning with their personal estate
- Blended families navigating competing beneficiary obligations
- Clients in California, Kansas, Utah, and Washington who prefer not to travel to an office
- Anyone who has used a DIY platform and isn't confident the documents they received will hold up
If you've ever wondered whether your LegalZoom documents are actually valid for your state, that's a question worth asking an attorney.
Remote Doesn't Mean Rushed or Generic
The virtual format changes where the conversation happens — not how much attention your plan receives. Every client goes through the same iterative drafting and review process regardless of whether they're sitting across a desk or connecting from their living room. The documents that come out of our remote process carry the same legal weight as those executed in a physical office, because the attorney involvement, state-specific drafting, and execution requirements are identical.
Your Documents, Executed Your Way — We Make Sure You Get It Right
Once your documents are finalized, we make the signing process as straightforward as possible — even though you're handling notarization locally on your own. We'll tell you exactly what each document requires: how many witnesses you need, what the notary needs to see, and what order things should be signed. You won't be guessing or Googling.
Most clients find notarization simple once they know what to expect. A UPS Store, bank, or local notary service can typically handle the appointment in under 30 minutes. We provide clear, written instructions tailored to your state so the execution is done correctly the first time.
The remote format handles everything up to that final step — attorney consultations, drafting, review, and revisions all happen virtually. The notarization itself is yours to schedule at your convenience, and we make sure you're fully prepared before you walk in the door.
Common Questions About Online Estate Planning with an Attorney
Is online estate planning with an attorney legally valid?
Yes. Documents drafted by a licensed attorney are legally valid in California, Kansas, Utah, and Washington, provided they are properly executed according to each state's requirements. We guide you through exactly what your state requires for witnesses and notarization so your documents hold up the way they're intended to.How do I get my documents notarized if everything is done remotely?
Once your documents are finalized, we provide clear written instructions tailored to your state so you know exactly what to bring, how many witnesses are required, and what the notary needs to see. Most clients complete the appointment in under 30 minutes at a local UPS Store, bank, or notary service. You won't be left guessing — we make sure you know precisely what to do before you walk in.What is the difference between an online attorney and a platform like LegalZoom?
A document platform generates forms based on your answers — it cannot give you legal advice, analyze your specific circumstances, or tell you whether the documents it produced are appropriate for your state and family situation. An attorney-led engagement includes legal counsel, state-specific drafting, direct review sessions, and ongoing support after your plan is complete. The output looks similar on the surface; the process and the protection are entirely different.Can I update my estate plan remotely?
Yes. Our flat-fee packages include annual reviews and plan updates at no additional charge, all handled through the same remote process as your original engagement. Life changes — and your estate plan should keep up with it without requiring a trip to an office or a new hourly billing cycle.Do I need to be in Utah or California to work with Peterson Estate Planning?
No. We are licensed in California, Kansas, Utah, and Washington, and we serve clients across all four states entirely remotely. Whether you're in Wichita, Tacoma, Oceanside, or Orem, the process is the same — a licensed attorney, a fully virtual workflow, and legally executed documents delivered to you when we're done.
Start Your Estate Plan from Wherever You Are
You don't need to be near one of our offices to work with a licensed estate planning attorney. Our virtual process is built to give every client — regardless of location — the same direct attorney access, the same state-specific legal counsel, and the same legally binding documents. If you're ready to get a real estate plan in place, or if you have questions about what the remote process actually looks like, the first step is a 20-minute conversation.
