✓VisitWalkthrough
Estate planning demo

Planning ahead for your family? One link answers every question.

Watch Lucille get ready for her estate planning meeting from one link the law firm texted her. Easiest way: click the green Play it all by itself button and just watch and listen. A voice explains every step. Lucille, Attorney Whitley and Harrow Lane Estate Planning are made up. This sample is not legal advice.

Before your visit, we text you one link. It shows who you will see, what will happen, and what it will cost. No surprises.

See the visit page

⬇ Suggested: start right here

It plays the whole story with sound. You do not need to tap anything.

Or go at your own pace and tap Next after each step:

📝Lucille's notes
For my family The house and savings, done right
Who will I meet? Not sure
What will it cost? No idea
What do I bring? Worried
HHarrow Lane Estate Planning
Hi Lucille,
Your planning meeting is booked

Wednesday, 10:00 AM

At our office, about 45 minutes. Your daughter is welcome.

Your link Opens on any phone. No app.
HYour attorney
W
Attorney Whitley19 years helping families plan aheadFirst floor office, easy parking
🔒 Your information stays private with our firm.
HWhat to bring
1A simple list of what you own, no account numbers
2The names of the people you want to include
3Your old will, if you have one
HHow the meeting works
Step 1We listen to what you wantFor your home, savings and family
Step 2Your choices, in plain wordsAnd answers to every question
Step 3A written fee agreementNothing is signed until you are ready
HThe price

Sample fees for a made-up law firm. Not legal advice.

Planning meeting
Free

Every plan has a flat fee, in writing, before you sign. No hourly bill.

HYour choices

Sample flat fees for a made-up law firm.

Will package$950A will, a power of attorney and a health care directive.
Living trust package$2,800Adds a living trust and moving your home into it.
Trust plus family meeting$3,400Adds a meeting to explain the plan to your children.
HApprove
Your choice Living trust package $2,800
Signing day At our office, with a notary.
Next we send your fee agreement and set your signing day.

Sample flat fees for a made-up law firm.

🎤Have a question?
Talk with Mabel

Mabel can answer questions about your meeting day or night.

Mabel is a virtual helper, not a lawyer, and does not give legal advice. Your attorney answers questions about your plan.
🎙 Ask Mabel a question
HYour Plan Page
Your plan, on your phone
✓Your signing day and what to bring
✓A simple checklist of next steps
✓Who has a copy of your documents
Ask Attorney Whitley at your meeting
HPlan signed

Sample details for a made-up law firm.

SignedLiving trust packageCopies of your documents are attached.
Originals Kept safe at our office
Review reminder We will check in every 3 years
✓Lucille is ready

She knows who

Attorney Whitley, Wednesday at 10 AM.

She knows the cost

Flat fees, in writing, before she signs.

She got answers

Without calling the office.
Mabel is listening

What you hear

Step 1 of 9
👇 Tap Next to keep going

Calm, prepared clients. More meetings that turn into signed plans.

  • The meeting time, the attorney and every flat fee, before the client walks in.
  • A link you can text to any client. Works on any phone, no app.
  • A voice that answers questions, day or night.
  • English and Spanish, one tap approvals, and review requests built in.
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Made by Visit Walkthrough. Lucille, Attorney Whitley, Mabel and Harrow Lane Estate Planning are made up, and so are the fees. This sample is not legal advice. Your demo uses your firm, your steps and your fees. Questions: [email protected]