The Perfect Plan Made Simple

FAQs
Who should have an estate plan?

Estate planning is not just for the rich. If you own your home and have children, you need an estate plan — seriously. What happens if you cannot make decisions for yourself? Who will raise your children if you are unable to? What happens to your home and anything else you own after you’re gone? We can help you legally outline what happens next, so you can protect your legacy and loved ones.

Should I choose a Will or a Trust plan?

This entirely depends on your goals. Schedule a free 1-on-1 consultation to learn more about which option is best for you.

What happens if I do not have a Will?

If you pass away or become incapacitated without a Will, a judge will decide what happens next per your state’s intestate succession rules. This can mean serious consequences.

Talk to a member of our team to understand why.