Frequently Asked Questions

A: We do not charge to sit down with you and find out about your family, your unique situation, what you own, and what you want to accomplish. At the end of your meeting, you will have learned a lot, you will have a general estate plan design, and we will put in writing the investment required.

A: Typically from 30 minutes to 1 hour. Please make sure you have at least that amount of time to devote to our meeting.

A: We are committing our time and resources to meet with you at no charge. In return, here are the three things you must bring to your first meeting: 1) Your questionnaire, completed to the best of your ability; 2) Your prior will and trust, if any; and 3) Each party necessary to make a decision (including both spouses, if married).

A: Without knowing your specific needs and wishes for your estate plan, we are unable to provide you with a specific price prior to our meeting. Our goal is a fee arrangement, which we commit to in advance, that will have no surprises or disappointments for either of us.

A: While you likely think of estate plans as a list of documents; that is really the least of what we are providing. What you are choosing is a counselor who will design a customized plan that you must live with after your incapacity, and your beneficiaries must live with after you are gone. These decisions are best made after consultation with someone in a personal face to face meeting, not by checking boxes on the internet. Your loved ones will depend on what we do now, and they will depend on it during difficult times. This is your opportunity to get it right.

 That said, of course you want something concrete to show for your investment. Our comprehensive set of documents include the trust and various assignments of property into the trust, your will, a certificate of trust, financial powers of attorney, and health care documents including a HIPAA release, health care directive, and living will. In addition to the original documents, you’ll receive electronic versions of your signed documents and you won’t pay any separate notary fees. You can call us for free with your post-signing questions, and you can contact us for a free update consult every year (only additional work or changes will incur a charge). Finally, those who need to implement your plan will need guidance. We include a free meeting with your successor trustee to review their responsibilities, after your signing if you would like, and after they begin to serve.

A: Yes. Visa, MasterCard, American Express, and Discover.