[WSBAPT] Experience with EstateGuru.com?

[David Roers]

Hi, all.  I'm reviewing the estate plan of a person who built his plan via online platform estateguru.com (apparently guided by an attorney on the platform).  The plan includes an RLT, pour-over will, POAs, etc.

The individual documents don't have signature block(s), but include this text at the end: "An executed signature page for {name of doc} is required to make this document legally binding."

Instead of signing the documents themselves, the grantor executes a 'signature page' for each document that purports to incorporate the document by reference with text: "By signing this document, I am executing {name of doc}, the full contents of which can be accessed at https://advisor.estateguru.com". These signature pages include notary/witness blocks, and the footers have a unique ID and timestamp that match the original document. The grantor does have hard copies of the documents and filled in blank dates within the doc with date of signing the signature page.

Has anyone ever worked with such a plan (e.g., dealing with banks, title companies, probate court)?

Thanks much.

--dsr

David S. Roers, WSBA #27133
LEGAL TECHNOLOGY SERVICES PLLC
droers at legaltechnw.com
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