Step Three

Darol February 2, 2023

In this step, you will draft your legal documents using the Drafting App. Beginning with the profile you created in step one, you will review the suggested documents, the main features within those documents, and a few provisions. Combined with the team you assembled in step two, you have a plan suited for your needs.

Your Planning Profile

The BoomX Assessment sent you a link. This allows you to return to the assessment tool. The tool already has the data elements that lawyers use to build legal plans based on these fact patterns. Legal forms and templates will not protect your assets because they are "dumb," i.e., they merge basic information and are not able to draft tax, Medicaid, and family trusts. The Drafting App can and does.

Open your profile and you will see that you will see a page that says "Build My Plan." This will summarize your planning profile.

Pull the Trigger

Once you are ready, click the Next button and it will take you to your profile but you will notice there are dropdown fields that require you to add the legal provision or document. Some have a price associated with it, others do not. You likely will not fully understand all of what you see. Of course. The Drafting App is not a lawyer and the Academy is not a law firm. However, the process is similar. If you are satisfied with the mental process and explanations, simply affirm the choices relevant to your profile and hit the finalize button. This will give you the total cost. We priced the app to beat LegalZoom, Mama Bear Forms, and Suze Orman for similar work product. For estate transfer models, you documents are better and less than all of these platforms.

For asset protection, there is no comparison because these platforms do not offer anything but basic transfer documents. The nearest competitor is the law firms of America and we beat law firm prices by thousands of dollars.

Also, note, we have a full-refund guarantee.

Once you have submitted your payment, you will see a screen that is the first of several that solicit the personal info relative to you and your family, e.g., name, address, etc. We do not solicit any sensitive information.

The app already knows what documents to draft. It also knows the provisions in the documents. You will see a few options to further customize. Unless you are an experienced attorney, the defaults will likely be a better choice.

Finalize

Click through the screens and you will some to the submit button. When you click that, a full set of legal documents will be waiting for you in your Inbox. So easy!
If you have any questions, click the button for more into in a frequently asked questions format.

Categories: Roadmap

Tags: Roadmap, Step Three

Darol

Attorney. Podcster.

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Your Planning Profile

Pull the Trigger

Finalize

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