Introducing Estately + Counsel

Access top-tier, attorney drafted estate plans with an estate planning firm that has decades of experience working with financial advisors and their clients. That means high-quality, white-glove service at scale.

How does it work?

1

Client Intake

1-2 weeks

  • Advisor requests an attorney
  • Advisor works with client to complete Estate Plan Questionnaire
  • Advisor provides attorney with existing client estate plans, client balance sheet, and notes about the client (optional)
  • After reviewing submitted info, law firm matches client with an attorney
2

Attorney Drafting

4-6 weeks

  • Client hires attorney
  • Client and attorney have an introductory meeting; advisor's attendance is optional
  • Attorney drafts requested documents
  • Client reviews drafted documents
3

Document Finalization

1-2 weeks

  • Attorney prints and binds documents and sends to advisor
  • Attorney and client have a closing meeting to review steps to finalize and answer remaining questions; advisor's attendance is optional

Frequently Asked Questions

Have other questions? Get in touch with our team at counsel@getestately.com

How much does it cost?
Who are the attorneys?