Affordable Estate Planning in California backed by a top-notch Law Firm

No! Unlike many DIY solutions on the market, Estate Lock plans are not one size fits all, fill in the blank, templates. We’ve built a state of the art document automation solution that uses conditional logic to custom formulate your plan based on your entries. More than just a search and replace type feature, this allows for dynamic conditions to be added, removed, or adjusted within your plan to best suit how you answer along the way. And these aren’t just built by “an attorney” without a name – this was tediously created and is still maintained by Michael and Caroline Jenkins of Jenkins & Jenkins, Estate Planning Attorneys. They’re also the attorneys you’ll get help from if you choose an attorney review option, which makes this software solution one of the most unique in the marketplace!

One of the best parts of the software based plans offered by Estate Lock is you can upgrade your level of service anytime and will only pay the difference, your original investment is never lost. If you start start a ready-made plan and end up needing more attorney support than you originally thought, just send an email to support@jjlawca.com and ask to upgrade your plan. You can upgrade all the way up to a full service traditional plan, so if you need more detail and contingencies in your plan that require custom drafting, you can always enlist the help of the attorneys at Jenkins & Jenkins in a traditional fashion, without losing any of your money spent on a software based plan.

We’ve made things as simple as possible, so many clients will complete the questionnaire in 20 minutes or less, but you’re not required to complete things in one go. At the bottom of the questionnaire there will be a link for you to send your questionnaire to your email to pick it up later. Come back anytime and pick up where you left off.

We’ve recorded guidance videos covering almost every screen you’ll see in the questionnaire, and those videos are embedded within the screen they discuss, so just hit play and let us walk you through it. If you still have questions there will be a link at the bottom of the page where you can ask any questions and we’d be happy to assist.

We offer deed preparation and recording services that may be added to any Estate Lock plan, and this is done directly through our law firm to ensure this important step gets done correctly. We will search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well. Title search, deed preparation, and County Recording Fees are included in the cost.

Ready-Made Plans will be printed, flagged for signature, and shipped to you in a customized portfolio within 1-2 business days (plus mail transit time).

Attorney Reviews of plans are typically sent out in 1-3 business days, though this may vary by a day or two depending on volume.

Payment isn’t made until the very end of the software, so you can check everything out without needing to pay anything up front.

Life happens, and your planning should be flexible to accommodate changes that do come up. With Estate Lock software based plans, changes could not be an easier. Simply email support@estatelock.com and request a link to make your updates online. Amendments are included for 1 year for any software based plan, and a client care program will soon be offered where you can store your documents, make updates anytime you need, and stay up to date on the laws affecting your plan anytime! (expected winter of 2023)

Estate Lock takes several steps to make sure your information is secure, the first of which is to not have you include sensitive information (you will not be asked for your social security number or financial account numbers, as an example). This information can easily be handled outside of the software directly on your physical documents, so there is no reason to risk including it within any software.

All of the data you transmit is encrypted in transit and at-rest using industry best practices, including Transport Layer Security (TLS). Your data is encrypted at rest with AES-256 encryption in AWS data centers stored in the USA only. AWS data centers are managed in accordance with SOC 1-3, PCI DSS Level 1 and ISO 9001/ISO 270001.  Our payment processing vendors are also PCI compliant.

If you’re new to Estate Planning and need to learn the basics, check out our Free Course – Estate Planning in California to learn everything you need to know. You can also download our Free E-Book: 10 Essential Steps to Securing Your Family Legacy.