What is estate planning?

Estate planning is simply making a plan for what happens if you can’t make decisions for yourself or after you pass away. It usually includes documents like wills, trusts, and powers of attorney to make sure your wishes are followed.

Do I really need an estate plan?

Yes. Everyone benefits from having one. An estate plan makes things easier for your loved ones, keeps you in control of important decisions, and helps avoid unnecessary court involvement.

What is usually included in an estate plan?

Every estate plan is unique, and not everyone needs the same set of documents. We’ll help you decide which ones make sense for you. Your plan may include some or all of the following:

• A Will – says who gets what assets and who will care for minor kids

• A Trust – helps manage assets and may avoid probate

• Financial Power of Attorney – names someone to handle money matters if you can’t

• Healthcare Power of Attorney – names someone to make medical decisions for you

• Living Will (Healthcare Directive)– shares your specific treatment preferences in end-of-life situations

What is the difference between a will and a trust?

A will is a document that says who gets your assets and who should care for your minor children after you pass away. A will must go through probate (a court process).

A trust lets you place your assets in a separate legal “container” that you control during your life. When you pass away, the trust allows your assets to transfer directly to your beneficiaries without going through probate. Trusts can also give you more control over how and when assets are distributed.

What happens if I don’t have an estate plan?

If you don’t have a plan, state law decides who gets your property. That process, called intestacy, may not reflect what you would have wanted and can cause stress, delays, and extra costs for your family.

How much does it cost?

It depends on your situation. We use clear, flat fees whenever possible so you’ll know the cost up front. After a first meeting, we’ll give you an estimate based on your needs.

Isn’t estate planning just for wealthy people?

Not at all. Estate planning is for anyone who wants to make sure their wishes are followed and their loved ones are cared for—no matter the size of their estate.

How long does it take?

Usually just a few weeks. It mostly depends on how quickly you review and approve the drafts we prepare for you.

Can I meet with you online?

Yes. We offer both in-person and virtual meetings to make the process as convenient as possible.