Estate Plan Enroll
TRANSPARENCY & TRUST

Electronic Signature Disclosure

Consent to electronic records

Before electronically signing, recipients must affirmatively consent to electronic records and signatures, review the complete agreement, and intentionally submit their signature. They should retain a copy of completed records.

Access and alternatives

A current browser and internet connection are required. Recipients who do not wish to sign electronically should contact the sending law firm to request an alternative process before signing.

Document limitations

The service initially supports engagement agreements and enrollment documents, not execution of actual wills, trusts, powers of attorney, or other estate planning instruments. A signature image alone does not establish legal enforceability.