How It Works

We are pleased to introduce to you our Online Estate Planning program, where you can plan your estate on your time, from your computer, with the support of Rudman Winchell.

We think you’ll find it to be an easy, convenient and affordable way to give your family security and peace of mind.

Unlike the major national legal document sites, you may be familiar with, all of your legal documents produced here will be reviewed by a licensed Maine attorney and backed by Rudman Winchell.

  1. CREATE AN ACCOUNT: Once you create an account with your basic information through our secure system, you can begin completing the e*state questionnaire and start your plan.

  2. GATHER INFORMATION: To complete the questionnaire, you may find it helpful to have general information regarding the following: your bank accounts, investment accounts, life insurance policies, retirement accounts, any closely held business interests, ownership of real property, addresses and phone numbers of those you will name as agents or representatives. You are welcome to begin the questionnaire (and may even complete it) without this information. You can always save your answers and come back after you have retrieved the necessary information.

  3. COMPLETE AND SUBMIT THE E*STATE PLANNING QUESTIONNAIRE: It should take about half an hour to complete the questionnaire. You can stop and save your answers at any time.

  4. CONFIRM YOUR PLAN: After you submit your form, we will review your information and email you to confirm our representation, tell you which plan best fits your needs and confirm the fee pricing for this service. Once we have received an e-mail confirmation from you of agreement to move forward, we will schedule an initial consultation, if applicable. Next steps would be to get to work on your estate planning documents.  

  5. REVIEW, APPROVE, and FINALIZE: We will email you a secure draft of your documents for your review and approval. Once you approve your documents, we will set up a time for you to ask any remaining questions and sign your documents. This can be done here at the Rudman Winchell office in Bangor, or at a location that is more convenient for you.

If you have any remaining questions, please email us anytime at [email protected]