Back Office Trust Drafting

*7-Day Turnaround*

The Process

Step 1.  Schedule a Set Up Call.  During this one hour call we will review your design template (or create one for you if you don't have one) to make sure all the information needed to draft a plan is being captured in a time-efficient manner.  It typically takes an attorney about 15 minutes to complete a design template versus writing pages of notes.  Templates still allow the flexibilty of customizing documents to meet client's goals.  It simply organizes the process to improve accuracy and reduce back and forth questions.  During this call we also review your software program to note any preferences or custom language you require in your documents.  It is not unusual for attorneys to have a few 'extra' documents they need prepared that are not inside of their drafting software.  No problem...we've got your back!

Step 2.  Handle the legal stuff.  After your Set Up Call we will provide you a Services Agreement to review and sign, along with a Confidentiality Agreement stating we will adhere to your confidentiality requirements.  And we'll set up your payment and billing preferences.  We accept checks or credit card.

Step 3.  Set up Access.  Typically, depending on your drafting software, we will draft documents on a computer in your office to not violate any licensing agreements you have.  This also allows us to save the documents wherever you need us to to avoid you spending time later moving them around.  We can connect via a VPN you provide us or using our GoToAssist account, at no additional cost to you.  (GoToAssist is a secure, remote connecting program provided by Citrix.)  Setting this up takes about 5 minutes.

Step 4.  Submit a plan for drafting.  Once you meet with a client and complete your design template, email or fax it to  We will confirm receipt.

Step 5.  Review for missing information.  Not that you would ever send in an incomplete design template...but just in case, we review all incoming plans within 48 business hours.  If we do have a question or need any more information, we'll let you know while the design is still fresh in your mind!  

Step 6.  Draft it!  By the 5th business day, we'll notify you that your drafts are ready.  We will either save them on your computer or email a secure link to you to download them - whichever your preference is.  We'll itemize any areas we customized the document to meet your design goals so you have a checklist of the modified sections.

Step 7.  Revisions.  If you need any changes, simply let us know and we'll make them within 2 business days.