Frequently Asked Questions
Common Questions
We believe in clarity.
Estate planning doesn't have to be confusing. Here are the questions we hear most from families like yours.
Do I need a will if I already have a trust?
Often, yes. Most trust-based plans still include a "pour-over" will to catch any assets that weren't formally transferred into the trust during your lifetime. We'll explain exactly what your plan needs during your consultation.
What’s the difference between a will and a living trust?
A will directs how your assets are distributed after death and typically goes through probate. A revocable living trust can manage your assets during your lifetime, name a successor to manage them if you become incapacitated, and often allows your estate to avoid probate. Which is right for you depends on your goals, assets, and family situation — something we'll discuss together.
How long does the estate planning process take?
For most clients, a straightforward plan can be drafted and signed within a few weeks of our first meeting. More complex plans may take longer, especially if they involve business interests or blended family considerations.
I’ve been named a trustee. What do I do first?
Reach out before taking any action. Trustees have specific legal duties and deadlines, and early guidance can prevent costly mistakes. We help new trustees understand their responsibilities and get administration started correctly.
How often should I update my estate plan?
As a general rule, review your plan every three to five years, or immediately after a major life event — marriage, divorce, the birth of a child, a significant change in assets, or the death of someone named in your documents.
Do you offer flat-fee pricing?
We offer flat fees for most standard estate planning packages, with the exact scope discussed upfront — no surprises.
How do I get started?
Schedule a consultation. We'll talk through your situation, answer your questions, and outline a recommended plan, with no obligation.