Estate Planning – FAQ
1. What is an Estate Plan & why do I need one?
An estate plan is a set of legal documents that protect your assets, wishes, and loved ones. It ensures your property is distributed according to your wishes, appoints guardians for minor children, and helps avoid probate. Everyone—regardless of wealth—can benefit from having an estate plan in place.
2. What happens if I don’t have an Estate Plan?
An estate plan is a set of legal documents that protect your assets, wishes, and loved ones. It ensures your property is distributed according to your wishes, appoints guardians for minor children, and helps avoid probate. Everyone—regardless of wealth—can benefit from having an estate plan in place.
3. Can I update my Estate Plan later?
Yes! Life changes such as marriage, divorce, new children, or significant financial changes may require updates to your plan. It’s recommended to review your estate plan every few years to ensure it still meets your needs.
4. What if I already have an Estate Plan? Can you Review it?
Yes! If you have an existing will or trust, we offer flat-rate reviews to ensure it still aligns with your goals and current laws.
5. How long does the whole process take?
Our streamlined four-step process typically takes 4-6 weeks from start to finish.
6. How do I get started?
The first step is to schedule a Peace of Mind Planning Session, where we’ll discuss your goals and recommend a plan tailored to your needs. Contact us today to get started!