Online Wills and Trust

Because consumers today are more tech-savvy and have access to greater information, the legal industry has had to evolve to meet their ever-changing needs. Our attorneys embrace this change and offer online will and trust services and ensure that the common problems associated with DIY wills and trusts are avoided. Here is what you need to know about this service offering.

Wills and Trusts Prepared by an Experienced Estate Planning Attorney

While you may have encountered DIY will services, these documents typically contain boilerplate language and do not address your individual needs. When you use our online wills and trusts service, you have a licensed attorney who is knowledgeable in relevant state laws that pertain to your estate plan. You will walk through a questionnaire that is similar to the questions an experienced New York estate planning lawyer would ask you if you were sitting across the table.

Your estate plan is then created online by one of New York’s premier estate planning firms. William Simon has more than 40 years of experience in estate planning and probate administration. He brings this experience to the table to craft an estate plan that is tailored to your particular needs.

Convenient and Valid

Online wills and trusts are gaining in popularity because of their convenience. You can have your documents prepared without leaving the comfort of your home. William A. Simon, Attorney at Law began offering this service in response to the great need for valid estate planning documents after the COVID-19 outbreak. People were unable to come to the office to sign documents due to the shelter-in-place orders. Being an experienced legal advocate for decades, William Simon quickly pivoted to continue providing the services that his clients needed by adapting to the times. He offered the ability for clients to formalize their documents online so that they could obtain the documents they desperately needed without jeopardizing their health.

While this was the precipice for the service, people in other situations benefit from the convenience of online wills and trusts, including those who are:

  • Too ill to leave home
  • Out of the country
  • Not available during office hours
  • Confronting other personal or family challenges

William Simon wants you to have the estate planning documents you need regardless of your situation so he offers you the option to complete your will and trust online.

Comprehensive Legal Advice and Guidance

You are not alone while preparing your online will and trust. William Simon can walk you through the process and offer you legal advice that is targeted to your particular situation. He can help you identify the estate planning documents that are best suited for your situation and provisions that can help you communicate your wishes. He will also support you to integrate your assets with your trust and estate plan.

Contact Us to Learn More

If you would like more information on our online wills and trusts service, contact us at (212) 867-1238 to schedule a free consultation.

Book Your Online Consultation


How Does Online Wills and Trusts Work?

With online wills and trusts, you answer a series of questions that help acquaint our estate planning lawyer with your situation. You provide basic information about you, your family and your finances so that we can determine the best estate plan for you. Our experienced estate plan lawyer is available to answer any questions that you have about the process. He then prepares your documents. You can sign the documents from the comfort of your own home to finalize them and make them valid.

Why Should I Create My Will Online?

Creating your will online is fast, convenient and affordable. You can use this service if you do not want to come to the office due to concerns surrounding COVID-19 or other health issues. Creating your will online allows you to have instant access to it. You can also make changes to your will when things in your life change, such as marriage or the birth of a child. You can also store your will online so that your loved ones will have access to it when the time comes.

Do I Need Special Software to Create My Will Online?

No. You do not need any special software to create your will or trust online. The questionnaire will ask you for the key information our estate planning attorney will need to prepare your will and/or trust. He will then integrate this information into a will or trust that is personalized for you.

What Information Do I Need for My Will and Trust?

The questionnaire will guide you through the information that you need. To get started, you should have the following:
Your contact information
Identifying information about your spouse and children
The names and contact information for any agents you name, such as the administrator of your estate, guardians for your minor children and trustees
Identifying information about your assets
Having the deed to your home, financial records and tax returns nearby can help you with this process, but it is not necessary.

Who Is a Good Candidate to Complete a Will and Trust Online?

Anyone can complete a will and trust online. However, certain people may benefit more from this service, such as those who are quarantined due to COVID-19 or who are too ill to come to our office. If you can walk through a series of questions and answers that are similar to what an attorney would ask you in real life, you can complete the process of completing a will or trust online.