Virtual Services

Virtual Services

 

Crain & Wooley’s virtual services allow you to partner with highly respected and trusted estate planning attorneys no matter where you live or how busy your schedule. Since 2018, our virtual services have encompassed the complete estate planning process from initial consultation to document execution. This means whether you live in Lubbock, Mission, San Antonio or Dallas, or are just too busy to leave your office, you can stop procrastinating and get a comprehensive estate plan in place.

 

“Excellent job. I wanted in a living trust which involved some very specific requirements that were unique to my situation. Justin provided me with a clear understanding of how I can easily change my trust directives in the future. Every step was handled remotely including document execution. I’m in Austin. Justin near Dallas. His project support systems are set up well for transferring documents and files with a good paper trail. His office staff is responsive and friendly. Justin Crain knows his stuff, and his fees were very reasonable.” James Vance – Austin, TX

How Does This Work?

 

We try to make things as easy as possible here at Crain & Wooley. You have the option of virtual or in-person services every step of the way. From start to finish, it takes about 6 weeks to complete your estate plan. It really is as easy as 1, 2, 3!

Schedule your free consultation

Pick the plan that is best for you

Review your plan with your attorney

Schedule your signing meeting

TECHNOLOGY

 

 

Virtual services do require some technology, but nothing too drastic. Below are a few FAQs to help you understand how things work.

What technology do I need for virtual services?

For 100% virtual services, you will need a computer, tablet or smartphone with a camera and file sharing capabilities. Each document signer (husband, wife, etc.) will need a separate email address. A free email service such as Gmail or Yahoo  will work just fine.

What privacy technology does Crain & Wooley use?

Crain & Wooley is dedicated to protecting your privacy. All video consultations and email communications take place via an internal, two-factor authentication protocol, and our document sharing portal is FINRA, SEC and GLBA compliant.

What document execution options do I have?

As long as you have a computer with video, email and file sharing capabilities, you will be able to complete document signing from your home. Or we can arrange for a mobile notary to come to your home to sign documents in person. Please note, mobile notary does require an additional $100 fee.

Why would I choose to work with Crain & Wooley instead of an attorney in my town?

Clients from across Texas choose Crain & Wooley due to our professionalism, subject matter authority, approachability, flat rate pricing, customer service promises and comprehensive planning approach.

Can Crain & Wooley notarize my documents virtually?

Yes! Virtual notary has been an accepted practice in Texas since 2018. Crain & Wooley can notarize your estate planning documents as well as other documents via our video conferencing software.