STEP 1 - Orientation: This step is an introduction to the resources available, your process and client portal. You will be guided through a series of tutorials, to give you some important background information on estate planning documents and our process. In your portal, you will also be asked to upload a scanned image of your U.S. password or Florida Driver's License or ID so we can verify your identity.
All of this information is maintained strictly confidential and and in a private secured portal in accordance with Florida Bar rules concerning confidential client communications. You will also be asked to review guidelines concerning the attorney client relationship and sign client authorizations in pdf form which facilitate the attorney-client relationship in Florida. When you're ready to start gathering information, you'll move on to Step 2.
STEP 2 - Fact Finding: In this step, you will be provided with an easy to complete estate planning questionnaire in your client portal and will have the opportunity to submit questions and receive feedback by e-mail or phone concerning the questions and information to be gathered. When you've compiled all necessary information, you'll move on to Step 3.
STEP 3 - Collaboration: In this step, you will exchange information ("confidentially) with the Gibbs Law virtual legal team. First, you will upload you completed questionnaire. Next, you will schedule from your secure portal a video conference with the Gibbs Law virtual legal team and this will be an opportunity for you (and us) to clarify any areas that lack clarity or otherwise need to be reviewed. During this phase, if there are any plan issues identified by the attorney, they will be discussed in detail and an alternative plan may be proposed.
STEP 4 - Document Preparation: In this step, the legal team will commence preparing your customized Florida estate planning documents to be supervised and reviewed by a Gibbs Law Florida licensed attorney. You'll be notified when your initial "draft" documents have been completed and available for review in your secure portal. During this phase you'll have the opportunity to provide feedback and questions to the team. This step may also include discussing concerns and modifications by e-mail and another phone or video conference if needed.
STEP 5 - Delivery: This step will begin with the delivery of your final Florida estate planning documents. During this step, you will schedule your virtual signing appointment with our virtual legal team or will proceed with our instructions to have your documents executed with the the appropriate Florida formalities. If you've opted to have us coordinate your signing with virtual notary signing services, a signing date will be scheduled from your client portal at this time. When everything is properly executed, you will either scan and upload copies of your executed documents or send to our main offices to scan into our secure system. This step will conclude with an exit video with instructions trust funding and tips for storing and distributing documents and maintaining your plan.
I want you to know that this 5 step system was developed by me, personally, as an experienced estate planning attorney and educator who has represented numerous multi-million dollar estates as lead estate attorney in a traditional Florida law firm that I built from the ground up.
One of my unique abilities is to create systems that work to serve clients' needs. Over the years, I have discovered many ways to more effectively educate clients, as demonstrated by our website gibbslawFL.com to provide "client centered legal services" and this has been a driving factor in putting this great process together.
Scrolling down, you'll find that it is simple to your 5 step process today. There is no phone tag or waiting forever in a fancy reception room. When you commit to our process by selecting the appropriate package or document below, we will start the process on our end and you'll receive an e-mail to set up your secure client portal. Logging in there, you'll receive resources and instructions for each step of your 5 Step Virtual Florida Estate Planning Process.
Below are Florida estate planning package details and some other options. To select a package or document, just click the button below. You'll be directed toward a sales page where you will again, due to technical and processing contraints, need to select the plan or product that you're interested in purchasing.
We’re always here to help and I can’t tell you all the amazing results we’ve gotten for caring people just like you who are struggling with how to go about getting professionally prepared legal estate planning documents.
Imagine the peace of mind you'll gain, knowing that you've addressed these important matters with professional guidance and an amazing finished product.
I can’t wait to see you on the inside.
Steve Gibbs, Esq.