Frequently Asked Questions

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Estate planning isn’t just for the wealthy. It ensures your wishes are honored, protects your loved ones from unnecessary legal battles, and allows you to decide who inherits your assets—no matter the size of your estate.

Traditional estate planning can be costly, but our streamlined process offers comprehensive plans at a fraction of the cost, saving you thousands while still providing full legal protection.

 Life is unpredictable. Accidents and illnesses can happen at any time. An estate plan ensures you’re prepared for the unexpected and that your family is protected no matter what.

Leaving things “to figure out” often leads to family conflicts, legal battles, and financial stress. An estate plan clarifies and prevents unnecessary disputes by outlining your wishes.

A will specifies how your assets are distributed after death and may go through probate. A trust allows assets to bypass probate, provides more privacy, and can manage distributions during your lifetime or after death.

Yes, a “pour-over will” ensures that any assets not transferred into your trust during your lifetime are added to it after your death, avoiding probate for those assets as well.

With our process, you can have a fully customized estate plan in as little as five days—far faster than traditional methods that take weeks or months.

Our expert-reviewed process ensures accuracy and compliance with state laws, giving you confidence that your plan is legally sound and reflects your wishes.

Absolutely! Estate plans should be updated as life changes (e.g., marriage, children, new assets). Our process makes it easy to revise your plan when needed.

Without healthcare directives or powers of attorney, the court may appoint someone to make medical and financial decisions for you—someone who may not align with your preferences.

It doesn’t have to be! Our step-by-step process simplifies everything, guiding you through each decision so you can create a comprehensive plan without stress or confusion.

Without an estate plan, the state decides how your assets are distributed and who cares for your minor children. This can lead to lengthy probate processes, unintended outcomes, and potential family disputes.

free starter checklist kit

Build Your Own Estate Plan: Step-by-Step Checklist Kit

Take charge of your legacy with our expert-designed Step-by-Step Checklist Kit! This free resource simplifies estate planning, empowering you to create a personalized plan to protect your family and assets. With clear, actionable guidance, you’ll eliminate confusion and take control of your future.