Below are our most commonly asked questions. Our individual Estate Planning and Probate & Estate Administration pages may also provide answers to more in-depth questions. If you can't find the answer you are looking for, please schedule an appointment.
An estate plan is more than just legal documents. It also involves coordinating assets with your wishes and legal documents. As part of our process, we advise you on how best to set up title and beneficiary designations for your assets to ensure your wishes are followed.
We charge a flat fee, and you will know the total cost of your estate plan before you start working with us. Our flat fees are customized to your individual needs and goals, so we meet with you before quoting a fee. Our initial consultation is complimentary, so there is no financial risk to meet with us.
A complete estate plan should address both your incapacity and your death. Depending on your needs and goals, it may include a Will, Trust, Durable Power of Attorney, Health Care Power of Attorney, and Living Will.
We will ask about your loved ones and your assets. We understand the private and sensitive nature of such information and take seriously our duty to keep your information strictly confidential.
Yes — you are welcome to bring loved ones or other professionals. We may ask to meet with you alone at some point to ensure you have the opportunity to privately discuss your plan with us.
Yes, we are glad to conduct most meetings virtually over Zoom, and can also speak by phone. Because your legal documents must be ink-signed originals, we will ask you to come to our office to sign your estate planning documents.
Your documents are delivered in a custom portfolio, neatly organized with identifying information and explanations for each document — including places to record funeral or memorial wishes and to list specific items of tangible property for specific people.
We love working with your other professionals — financial advisors, accountants, or attorneys — to create a team approach. Knowing you have a team ready to help you or your loved ones in difficult times can be comforting, and we respect the relationships you have built.
Online and fill-in-the-blank forms may not address complex issues or your unique circumstances, and may not account for changes in law or ensure proper execution — potentially rendering documents invalid. Estate planning is a conversation, not one-size-fits-all, and forms cannot ask the questions needed to understand your specific needs and goals.
Our initial consultation is complimentary — there's no financial risk to meet with us and be quoted a flat fee.
