EP-new-lead

The form below allows us to get to know you and your estate planning practice better. Our goal is to tailor our outsourced solution to help meet your firm’s needs and budget.

By understanding your processes, challenges, and goals, we can provide more effective assistance, helping you streamline your workflow, manage your time efficiently, and focus on the aspects of your work that matter most to you.

Whether it’s handling documents, managing client communications, or automating routine tasks, we’re here to make your outsourcing journey smoother and more successful.

EP Prospective Client Profile

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Name

First

Last

Law Firm Name

Are you a single attorney firm? (True Solo)

How many states does your firm serve?

What is your primary/home state?

Average # of new plans per year

How many clients come into the office to sign documents?

Have you ever hired a mobile/traveling notary to meet with your clients for their final signing ceremony?

Still researching how to do this well
More than once
We've done more than 10

Are you a notary?

I was a notary but my commission lapsed
I am but I don't notarize
I am not
We have many notaries in our office

Is your firm focused on growth at this time?

Happy with where we are
Interested in moderate growth
Ready for scale

Do you have an interest in going 100% Virtual?

Yes It depends on finding the right strategic partners
Not at all, the firm is built around the office
I/We cannot wait to ditch the office and work in exotic islands

Is your firm leveraging AI tools at the moment?

Yes
No
Interested in learning more

Does your firm have an active presence on social media?

Has your firm dabbled in Remote Online Notarization (RON)?

What kind of plans do you offer?

Trust-based plans
Will-based plans
Both

Do you provide clients with binders?

Yes
No
I offer clients an option

Do you prepare in-state deeds for your clients?

Yes, in-house
Yes, via contract paralegal
No we don't offer this service

Where are you in your outsourcing journey?

Just starting our search
Actively vetting companies
We would like to start immediately

Where are you in your desire and ability to delegate/outsource these tasks?

Would you like to be included in our attorney referral network at no extra cost?

Please let us know anything we missed that could help us understand the particular needs of your firm and how we can be of service

The form below allows us to get to know you and your estate planning practice better. Our goal is to tailor our outsourced solution to help meet your firm’s needs and budget.

By understanding your processes, challenges, and goals, we can provide more effective assistance, helping you streamline your workflow, manage your time efficiently, and focus on the aspects of your work that matter most to you.

Whether it’s handling documents, managing client communications, or automating routine tasks, we’re here to make your outsourcing journey smoother and more successful.

Stay in Touch

QUICK LINKS

GET IN TOUCH

+1888-406-1688

3 37th Ave, San Mateo, CA 94403, United States

	This will always stay in house	Need to refine this process first	Ready to let this go with help	100% ready to let this go, when can we start?
Marketing and lead generation	This will always stay in houseMarketing and lead generation This will always stay in house	Need to refine this process firstMarketing and lead generation Need to refine this process first	Ready to let this go with helpMarketing and lead generation Ready to let this go with help	100% ready to let this go, when can we start?Marketing and lead generation 100% ready to let this go, when can we start?
Sourcing, hiring and onboarding new associates	This will always stay in houseSourcing, hiring and onboarding new associates This will always stay in house	Need to refine this process firstSourcing, hiring and onboarding new associates Need to refine this process first	Ready to let this go with helpSourcing, hiring and onboarding new associates Ready to let this go with help	100% ready to let this go, when can we start?Sourcing, hiring and onboarding new associates 100% ready to let this go, when can we start?
Vetting and evaluating practice management software	This will always stay in houseVetting and evaluating practice management software This will always stay in house	Need to refine this process firstVetting and evaluating practice management software Need to refine this process first	Ready to let this go with helpVetting and evaluating practice management software Ready to let this go with help	100% ready to let this go, when can we start?Vetting and evaluating practice management software 100% ready to let this go, when can we start?
Hiring and managing virtual assistants	This will always stay in houseHiring and managing virtual assistants This will always stay in house	Need to refine this process firstHiring and managing virtual assistants Need to refine this process first	Ready to let this go with helpHiring and managing virtual assistants Ready to let this go with help	100% ready to let this go, when can we start?Hiring and managing virtual assistants 100% ready to let this go, when can we start?
Prospective client screening basic intake calls	This will always stay in houseProspective client screening basic intake calls This will always stay in house	Need to refine this process firstProspective client screening basic intake calls Need to refine this process first	Ready to let this go with helpProspective client screening basic intake calls Ready to let this go with help	100% ready to let this go, when can we start?Prospective client screening basic intake calls 100% ready to let this go, when can we start?
Scheduling and appointment confirmation tasks	This will always stay in houseScheduling and appointment confirmation tasks This will always stay in house	Need to refine this process firstScheduling and appointment confirmation tasks Need to refine this process first	Ready to let this go with helpScheduling and appointment confirmation tasks Ready to let this go with help	100% ready to let this go, when can we start?Scheduling and appointment confirmation tasks 100% ready to let this go, when can we start?
Proofing and QA	This will always stay in houseProofing and QA This will always stay in house	Need to refine this process firstProofing and QA Need to refine this process first	Ready to let this go with helpProofing and QA Ready to let this go with help	100% ready to let this go, when can we start?Proofing and QA 100% ready to let this go, when can we start?
Drafting based on intake forms	This will always stay in houseDrafting based on intake forms This will always stay in house	Need to refine this process firstDrafting based on intake forms Need to refine this process first	Ready to let this go with helpDrafting based on intake forms Ready to let this go with help	100% ready to let this go, when can we start?Drafting based on intake forms 100% ready to let this go, when can we start?
Sourcing and vetting witnesses	This will always stay in houseSourcing and vetting witnesses This will always stay in house	Need to refine this process firstSourcing and vetting witnesses Need to refine this process first	Ready to let this go with helpSourcing and vetting witnesses Ready to let this go with help	100% ready to let this go, when can we start?Sourcing and vetting witnesses 100% ready to let this go, when can we start?
Prefilling of notary details	This will always stay in housePrefilling of notary details This will always stay in house	Need to refine this process firstPrefilling of notary details Need to refine this process first	Ready to let this go with helpPrefilling of notary details Ready to let this go with help	100% ready to let this go, when can we start?Prefilling of notary details 100% ready to let this go, when can we start?
Prefilling of dates	This will always stay in housePrefilling of dates This will always stay in house	Need to refine this process firstPrefilling of dates Need to refine this process first	Ready to let this go with helpPrefilling of dates Ready to let this go with help	100% ready to let this go, when can we start?Prefilling of dates 100% ready to let this go, when can we start?
Printing and tabbing of documents	This will always stay in housePrinting and tabbing of documents This will always stay in house	Need to refine this process firstPrinting and tabbing of documents Need to refine this process first	Ready to let this go with helpPrinting and tabbing of documents Ready to let this go with help	100% ready to let this go, when can we start?Printing and tabbing of documents 100% ready to let this go, when can we start?
Shipping pre-signature documents to client or notary	This will always stay in houseShipping pre-signature documents to client or notary This will always stay in house	Need to refine this process firstShipping pre-signature documents to client or notary Need to refine this process first	Ready to let this go with helpShipping pre-signature documents to client or notary Ready to let this go with help	100% ready to let this go, when can we start?Shipping pre-signature documents to client or notary 100% ready to let this go, when can we start?
Notarization and all signing logistics (In-Person)	This will always stay in houseNotarization and all signing logistics (In-Person) This will always stay in house	Need to refine this process firstNotarization and all signing logistics (In-Person) Need to refine this process first	Ready to let this go with helpNotarization and all signing logistics (In-Person) Ready to let this go with help	100% ready to let this go, when can we start?Notarization and all signing logistics (In-Person) 100% ready to let this go, when can we start?
Notarization and all signing logistics (RON)	This will always stay in houseNotarization and all signing logistics (RON) This will always stay in house	Need to refine this process firstNotarization and all signing logistics (RON) Need to refine this process first	Ready to let this go with helpNotarization and all signing logistics (RON) Ready to let this go with help	100% ready to let this go, when can we start?Notarization and all signing logistics (RON) 100% ready to let this go, when can we start?
Scanning signed documents and splitting them into individual files	This will always stay in houseScanning signed documents and splitting them into individual files This will always stay in house	Need to refine this process firstScanning signed documents and splitting them into individual files Need to refine this process first	Ready to let this go with helpScanning signed documents and splitting them into individual files Ready to let this go with help	100% ready to let this go, when can we start?Scanning signed documents and splitting them into individual files 100% ready to let this go, when can we start?
Recording deeds electronically	This will always stay in houseRecording deeds electronically This will always stay in house	Need to refine this process firstRecording deeds electronically Need to refine this process first	Ready to let this go with helpRecording deeds electronically Ready to let this go with help	100% ready to let this go, when can we start?Recording deeds electronically 100% ready to let this go, when can we start?
Walking deeds in for counties that don't have e-filing available	This will always stay in houseWalking deeds in for counties that don't have e-filing available This will always stay in house	Need to refine this process firstWalking deeds in for counties that don't have e-filing available Need to refine this process first	Ready to let this go with helpWalking deeds in for counties that don't have e-filing available Ready to let this go with help	100% ready to let this go, when can we start?Walking deeds in for counties that don't have e-filing available 100% ready to let this go, when can we start?
Assembly of final binder/portfolio	This will always stay in houseAssembly of final binder/portfolio This will always stay in house	Need to refine this process firstAssembly of final binder/portfolio Need to refine this process first	Ready to let this go with helpAssembly of final binder/portfolio Ready to let this go with help	100% ready to let this go, when can we start?Assembly of final binder/portfolio 100% ready to let this go, when can we start?
Shipping and ensuring delivery of final binder after approval of video walkthrough	This will always stay in houseShipping and ensuring delivery of final binder after approval of video walkthrough This will always stay in house	Need to refine this process firstShipping and ensuring delivery of final binder after approval of video walkthrough Need to refine this process first	Ready to let this go with helpShipping and ensuring delivery of final binder after approval of video walkthrough Ready to let this go with help	100% ready to let this go, when can we start?Shipping and ensuring delivery of final binder after approval of video walkthrough 100% ready to let this go, when can we start?