Your planning journey

A CLEAR PATH FROM PLANNING TO IMPLEMENTATION

Your plan. Your wishes. A guided process.

We help you gather the right information, prepare your estate plan, understand your documents, and take the next steps to put your plan into action.

Professional review is part of your plan

Every estate plan includes state-licensed attorney review, a state-specific written review letter, and a 30-minute Zoom consultation. Ask questions about your plan and receive legal advice directly from the attorney. We coordinate these steps with you.

Plan ahead: approximately 13–15 business days

After your completed plan is submitted, allow approximately 13–15 business days for standard preparation, attorney review, and coordination and shipping.

5 business days · Document preparation and internal review
5 additional business days · State-specific attorney review
3–5 additional business days · Herencias Patrimoniales coordination and shipping

Plans with extensive instructions—three or more advisor notes, or especially detailed notes—may need up to 3 additional business days. Consultation appointments, signing, trust funding, and county recording have separate schedules. These are estimates; scheduling, carrier delivery, and county processing can vary.

01 · Begin with your goals

Share your family details, assets, beneficiaries, and the people you trust to make decisions. We help you organize the information and clarify your instructions before submitting your plan.

Your role: Complete the requested information and confirm that it reflects your wishes.

02 · We prepare and review your documents

Once your plan is submitted, the preparation team drafts the documents and completes its internal reviews. We contact you if anything needs clarification.

Status guide: In Progress → Review Pending → Under Review → Level 1 Approved.

03 · Meet with your reviewing attorney

After the preparation team’s reviews, your plan moves to a state-licensed attorney. You receive a state-specific review letter and a 30-minute Zoom consultation to discuss your plan and ask legal questions.

Status guide: Level 2 Approved means the plan is ready for attorney review—it does not mean that attorney review is finished.

04 · Review, sign, and safeguard your plan

We notify you when your plan is Ready to Sign and provide your documents and signing instructions. Review everything carefully and send any changes before signing. Complete required signatures and notarization, then keep your originals in a secure place. Your Estate Plan Portfolio / Trust Book and digital documents are included. Optional Mobile Notary Service is $550 and is not included in the Comprehensive package; you may use your own qualified Notary Public. Estimated mobile-notary turnaround is 7 business days after the required details are submitted.

Status guide: Ready to Sign → Signed & Completed.

05 · Fund your trust and keep it current

Signing your documents is an important milestone. Your next step is to coordinate eligible assets with your trust, including property titles, accounts, business interests, and beneficiary designations. We provide guidance on the applicable steps.

Your estate plan includes a complimentary annual review. Let us know when your family, assets, or wishes change.

Transferring real estate into your trust

The first eligible property/deed transfer is included in the Comprehensive Estate & Legacy Plan. With the standalone plan, and for additional properties, deed services start at $595 per property; pricing varies by jurisdiction and circumstances. View current pricing and state requirements →

Select the service. Identify the eligible property when preparing your estate plan. Standard recording fees are included in the applicable deed-service price.

Sign and return the deed. Follow the signing and notarization instructions, then email a copy to support@herenciaspatrimoniales.com. We cannot begin recording until the signed deed is received. Follow any additional county-specific delivery instructions.

We coordinate recording. We acknowledge receipt, provide an approximate timeframe, and coordinate submission to the county. Recording times vary by location. We return the recorded deed after it comes back from the county.

Keeping your plan current

Your plan includes a complimentary annual Herencias Patrimoniales Estate Plan Review. The Comprehensive Estate & Legacy Plan also includes one complimentary standard amendment redeemable within 36 months of completion. Major restructuring, restatements, additional legal work, additional deeds, additional entities and matters outside the standard amendment scope are excluded.

Send requests and questions to support@herenciaspatrimoniales.com.

Where attorney-reviewed plans are available

Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Montana, Nebraska, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Also available in Washington, D.C.

If your state is not listed, schedule a conversation to ask about current coverage before purchasing.

Need your documents sooner?

3-Business-Day Expedited Service · $350

Request an estimated three-business-day document-preparation turnaround for an additional $350. This accelerates document preparation; it does not include expedited attorney review, consultation scheduling, shipping, signing, or county recording.

Submission cutoff: before 5 p.m. Pacific. If your plan is submitted at or after 5 p.m., the delivery timeline begins the next business day.

How to request expedited service: Immediately after submitting your completed estate plan, email support@herenciaspatrimoniales.com. Availability depends on receiving all required client information and documentation. We will confirm availability and coordinate the expedited request with you. This optional $350 service is not included in the Comprehensive package.

Schedule a conversation about your plan →