Attorney Legal Review & Counsel

This section provides for the (pre)payment of a transactional attorney fee, in conjunction with legal staff support, for the purposes of having a pre-selected attorney of record review the legal suitability and applicability of your plan and install customized clauses and other applications into your personal Dynamic Trust Portfolio document set relative to your estate planning goals and objectives. The required legal-suitability-review telephone conference is arranged by you or your advisor through your Client Console's NotePad Message Center using the attorney's virtual calendar link. You may also employ secondary legal representation of your choice online anytime through your Client Console's "Share Console" dynamics.

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