BJS Law Estate Plan

WHAT DOES THE PROCESS LOOK LIKE?
1. You will be sent an intake form on purchase. That form can be filled out at your convenience.

2. Design Meeting - once your form is submitted, you will meet with Brandon to discuss the design of your trust. We have found this meeting is best over Zoom to allow screen sharing and diagrams.

3. Drafting - we will draft your documents based on your design meeting

4. Review - you will meet with Brandon to review your documents

5. Signing - notarize and sign your documents. We will make digital copies as well.

6. Asset Planning - a final meeting to discuss the proper transfer of your assets to your trust.
I'VE NEVER HAD AN ESTATE PLAN DONE BEFORE - IS THIS RIGHT FOR ME?
- Every CA resident has a default estate plan. It is called probate. If you own assets, those assets will go through probate upon your passing. Probate is public, expensive (usually at least $25,000), time-consuming, and a burden on family.).

- My criteria is simple - do you have kids, property, or a business? If you have two or more, it is time for a CA Trust. This will prevent your most valuable assets from going into probate and being tied up in court proceedings for at least 10 months.
I HAVE AN OLD ESTATE PLAN THAT ISN'T UP TO DATE ANYMORE - IS THIS A GOOD OPTION FOR ME?
Yes. Restating your trust in full is always the preferred method if your trust is severely out of date (over 20 years) and substantial changes need to be made to the substantive terms of the Trust (beneficiaries, trustees, distributions, etc.)
HOW LONG DOES THE PROCESS TAKE?
Usually, the process takes three weeks. However, that can be sped up or slowed down depending on your availability.
CAN I PURCHASE THIS AND GIFT IT TO A FAMILY MEMBER?
Yes, you can. However, the client is the person creating the Trust and all confidentiality and attorney privileges exist between our Firm and the Client, not the purchaser.
DO I NEED TO LIVE IN CALIFORNIA?
Yes! All estates, and the transfer of your estate to loved ones, are governed by state law. So you want to make sure you live in CA before purchasing a CA estate plan.
IS THERE A REFUND POLICY?
There is a strict no refunds policy. Thank you for your understanding.
WILL THIS BE AVAILABLE BEYOND BLACK FRIDAY?
We always offer our Estate & Trust Plans, but the price won’t ever be this low. If this is something you're considering, we highly recommend acting now and accessing this special deal.

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This Agreement is between You (“Purchaser”, “You”, “Your”) and BJS Law, Inc (“Company”, “We”, “Us”, “Our”).   By purchasing this Estate Plan, You agree to be bound by these Terms, without any other conditions or declarations.

FULLY REFUNDABLE
Your purchase of an Estate Plan under the Black Friday 2023 sale is fully refundable until November November 29, 2023 at 5:00 pm. Any refunds requested after that time will be denied.

TERMS SUBJECT TO SUBSEQUENT ENGAGEMENT LETTER
Upon purchase of an Estate Plan, you will be sent an intake form and an engagement letter. The purpose of the engagement letter is to address and satisfy attorney-client specific contract issues within the state of CA. In the event that you do not sign the engagement letter, these terms and conditions shall act as an written agreement to hire BJS Law, Inc as your attorney under the California Rules of Professional Conduct for attorneys.

If you are purchasing this Estate Plan as a gift for another person, please provide the client’s contact information as soon as practical. For the purpose of identifying the client and all appurtenant attorney-client rights and responsibilities, including confidentiality, the recipient of the gift will be our Client.

AGE OF MAJORITY
Understand that by using the Sites, any Products, services or applications for which You tender payment or otherwise obtain through the Sites, You warrant that You are at least 18 years of age and are otherwise legally able to enter into a valid contract.

CHARGEBACKS
You shall be completely responsible for all charges, fees, and taxes arising from any digital product purchase. By submitting your credit card information at checkout, You agree to allow BJS Law, Inc., to use the submitted credit card as the payment method for your purchase. CLIENT AGREES NOT TO FILE ANY DISPUTE WITH CLIENT’S BANK OR CREDIT CARD COMPANY TO AVOID PAYMENTS OR VIOLATE ANY OF THESE TERMS AND CONDITIONS. IF YOU ATTEMPT TO CHARGEBACK, REVERSE OR RECOLLECT A PREVIOUSLY AUTHORIZED PAYMENT, THE LEGAL PAIGE, LLC RESERVES THE RIGHT TO COLLECT ALL ADDITIONAL COSTS, FEES AND EXPENSES ASSOCIATED WITH DISPUTING A CHARGEBACK, REVERSAL OR RECOLLECTION CLAIM, INCLUDING, WITHOUT LIMITATION, COURT COSTS AND ATTORNEY FEES. WE RESERVE THE RIGHT TO TAKE ANY NECESSARY LEGAL ACTION FOR FRAUDULENT CHARGEBACKS.

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