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Virtual Planning
To keep pace with technological change, The Taormina Firm offers Virtual Planning for our estate planning clients. Learn more about our Virtual Estate Plans.
sTART yOUR vIRTUAL pLANComplete Intake & Receive Proposal
Complete our Intake Form online. Once completed, we will send you a customized Proposal outlining our recommendations.
Enter Agreement, Pay, & Complete Questionnaire
If you agree with our Proposal, we'll send over our Legal Services Agreement, you'll pay an Initial Deposit, and then complete a quick Questionnaire for your Virtual Plan.
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Attorney Review, Q&A, Changes
We will review all of your documents prior to releasing them to you. Once you receive them, you'll review as well, then we can schedule a time to answer questions and make appropriate and necessary changes.
Signing
Starting Aug. 28, 2025, Missouri residents can sign their estate planning documents virtually. We'll schedule a time for you to meet with us to sign your documents appropriately.