THE PROCESS
CREATE AN iTRUSTWILL ACCOUNT
Create a user account to access and manage your iTrustWill intake form and estate documents.
COMPLETE YOUR INTAKE FORM
Once you complete and submit the intake form, your video conference appointment with an attorney will be scheduled.
VIDEO CONFERENCE WITH YOUR ATTORNEY
At your video conference with your iTrustWill attorney, you can ask questions, discuss your intake information, and choose an estate plan that best suits your situation and desires. Once chosen, your estate plan will be drafted and sent to you within seven days.
MEET & SIGN YOUR ESTATE PLAN
After reviewing and approving your estate plan, simply schedule an appointment for an in-person signing of your entire estate plan at one of our iTrustWill locations throughout California.