Can I help a relative with their estate plan?

You may assist, but the client must make their own decisions. Attorneys will typically speak privately with the client to ensure their wishes are clearly understood and free from outside influence.

Do I need to be wealthy to have a trust?

No. Trusts can be beneficial for many individuals, depending on goals such as avoiding probate, managing assets, or providing for loved ones.

How long does it take to complete an estate plan?

Most plans are drafted within about 4 to 6 weeks after receiving the signed engagement agreement and deposit. Timing can vary depending on complexity, scheduling, and how quickly any revisions are finalized. However, we can usually accommodate emergency situations such as fatal medical circumstances or an imminent long-distance trip.

How much does estate planning cost?

An estate plan is usually billed at a flat fee, depending on complexity.

  • Single individual:
    • Basic will-based plan: generally at or below $1,000
    • Trust-based plan: generally between $1,000 - $2,000
  • Married couple:
    • Basic will-based plan: generally at or below $1,100
    • Trust-based plan: generally between $2,000 - $2,500

A deposit is required before drafting begins, with the remainder due upon completion.

What documents are included in an estate plan?

A typical estate plan may include:

  • Will
  • Trust (if applicable)
  • Durable Power of Attorney
  • Healthcare Power of Attorney
  • Funeral Representative Designation

Your plan is tailored to your specific situation and goals.

What is the difference between a will and a trust?

  • A will directs how assets are distributed through probate after death.
  • A trust can manage and distribute assets during life, mental incapacity, and after death, typically avoiding probate.