Even though you are completing the estate plan for yourself, the process will follow in the same way as any adviser facilitated estate planning matter.
All estate planning documents will be reviewed by a qualified lawyer to ensure that the legal documentation produced is accurate and appropriate for your circumstances.
We also note that the online meeting is necessary so that we can issue our independent advice certificate for your file (confirming that View Legal has provided all legal advice, not you or your firm and determine that the documents are appropriate for your circumstances).
Separately, we recommend checking with your licensee or insurer that they approve before proceeding, as you may be putting yourself and your firm at risk for providing legal advice. Particularly, if your estate plan also includes advice for your spouse.