IMPORTANT: After paying, you will receive a confirmation email WITH IMPORTANT NEXT STEPS / INSTRUCTIONS – Please take some time to follow up on them – they are vital for starting the document intake and filing process.
- Start by filling in the Online Questionnaire (link is in the confirmation email)
- Book a meeting online (optional) to talk about your documents
- Next, generate the Powers of Attorney in the online PoA generator if you are a new customer / your data has changed.
- Send in the Questionnaire and your documents BEFORE the online meeting