Attorney Guidance When You Want It
You may be comfortable creating your estate plan using Clear Path’s self-guided process—or you may want the reassurance of having an Arizona attorney involved.
With Clear Path, you can choose the level of guidance that feels right for you.
You can also start self-guided and add attorney guidance later.
Choose the Level of Guidance That’s Right for You
Self-Guided
Use Clear Path’s education, questionnaire, attorney-designed documents, and completion instructions to create your plan at your own pace.
Attorney-Guided
Get the Clear Path process plus individualized guidance from an Arizona attorney who can answer legal questions, review your circumstances and planning choices, and help determine whether changes or additional planning are appropriate.
Not Sure Whether You Need Attorney Guidance?
You may want to consider an attorney-guided plan if:
You want personalized legal advice before making important planning decisions.
Your family or financial circumstances are more complicated than the standard choices presented in the self-guided process.
You want an attorney to review your completed plan before you sign it.
You encounter a question during the self-guided process that you are not comfortable answering on your own.
You don't have to decide before you begin. If you're comfortable starting self-guided, you can always add attorney guidance later.
Start With Confidence
Not sure how much guidance you'll need? Start self-guided.
If you later decide you need attorney guidance, 100% of what you paid for your self-guided plan can be applied toward the attorney-guided plan. You simply pay the difference.
If the self-guided documents are not right for your situation and you do not want to move forward with attorney-guided services, you may request a full refund within 30 days of purchase, subject to the refund terms.
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