Virtual Estate Planning

Estate planning does not have to mean fitting office visits into an already busy life. Complete your plan from home while working directly with a lawyer who explains your options, answers your questions and sees the work through.

A.H.Steinmetz, Ltd. provides a lawyer-led virtual estate planning process for clients throughout Illinois and Missouri. We handle the meetings, drafting, review, signing, notarization and recording when needed. You receive advice tailored to your family, property and goals—not just documents generated from a questionnaire.

Schedule a free 15-minute introductory call.

Personal attorney guidance at every step

Convenience should come with a clear understanding of your plan. Our virtual service brings the attorney relationship online: advice tailored to your circumstances, documents prepared for your goals, and a guided review so you understand what you are signing.

You have someone to ask about the decisions that matter: who should act for you, how your family should receive property, whether a trust fits your needs and how your assets connect to the documents. We explain the choices in plain language and work through your questions together.

What can we prepare online?

Your plan may include a will, a revocable living trust, financial and health care powers of attorney, and related documents. We help you:

• Choose who receives your property and when.
• Identify who should handle decisions if you cannot.
• Consider guardianship nominations and arrangements for younger beneficiaries.
• Coordinate real estate, business interests and beneficiary designations.
• Review an existing plan after marriage, divorce, a move or a change in assets.
• Address estate-tax planning when relevant.

Explore our estate planning services and revocable living trust planning.

How the complete online process works

1. Meet with your attorney

Start with a free 15-minute introductory call to discuss your needs and whether the firm is a fit. Once we agree on the engagement, meet virtually with your attorney to discuss your family, property, concerns and goals.

2. Prepare your plan

We gather the information needed to prepare your documents and explain the recommended approach. Your attorney helps you make the decisions that shape the plan, including who will act for you and how property should pass.

3. Review the documents together

Your attorney walks you through the proposed documents, explains what they do and answers your questions. We work through revisions before signing so the plan reflects your decisions and you understand how it works.

4. Sign and notarize online

We guide you through online signing and notarization and coordinate the required witnessing and execution procedures. Your attorney manages these steps as part of the service, with the procedures appropriate to your documents and state.

5. Complete recording and implementation

When your plan calls for recording documents, we handle the recording process remotely. We also guide you through trust funding and coordination of ownership and beneficiary designations as applicable to your engagement. The service carries through to putting your plan into effect.

Available throughout Illinois and Missouri

Our office is in Columbia, Illinois, and our virtual services reach clients across both states. You can work with us from Chicago, Springfield, St. Louis, Kansas City, rural communities or anywhere else in Illinois or Missouri.

Your attorney addresses the state-specific requirements for your plan and coordinates the online process. Tell us where you live and where you own property so those details are part of the planning from the start.

Common questions

Can the entire estate planning process be completed online?

Yes. We provide the complete process online: attorney meetings, document drafting, review, signing, notarization and recording when needed. You can complete your estate plan without an office visit, with your attorney guiding each step.

Will I work with a licensed attorney?

Yes. You work directly with a lawyer licensed to practice in Illinois and Missouri. Your attorney explains the plan, answers your questions and guides you through preparation, review and completion.

How does this differ from completing an online document questionnaire?

Our service includes an attorney-client relationship and personalized legal advice under an agreed engagement. You discuss your situation directly with your attorney, review the documents together and receive help with signing and implementation.

Can you review a will or trust I already have?

Yes. Share your signed documents, amendments and information about your assets and beneficiaries. We can review the existing plan with you online and discuss needed changes.

Start your estate plan from home

Get personal legal guidance with the convenience of a complete online process. Schedule your introductory call or call (618) 281-7618.

Explore Missouri estate planning or learn about coordinating an LLC with your estate plan.