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Questions

Answers before you call

What's the difference between a will and a trust?

A will says who gets what, but it has to go through probate court to take effect. A living trust holds your property while you're alive and passes it on without court. Many families need only a will; homeowners often save their family time with a trust.

Do I need a lawyer, or will an online will do?

For a very simple estate, a form can work. A lawyer asks about what you didn't think of, like a stepchild, property in another state, or an old beneficiary form, and that's usually where things go wrong.

We don't have much. Is a plan worth it?

Yes, especially if you have children. Naming a guardian and a power of attorney costs little and spares your family a court case.

Can we do everything by video?

Everything except signing, and the signing can come to you: we send a notary and two witnesses to your home.

What happens to my house if I just have a will?

It usually goes through probate before it can be sold or transferred, which takes months. A living trust or, in some states, a transfer-on-death deed avoids that.

My parent is starting to forget things. What should we do first?

Powers of attorney, while they can still sign them. We meet your parent privately to make sure the choices are theirs.

I'm an executor and I live out of state. Can you help?

Yes. Most of our probate clients live elsewhere. We handle the court filings and give you a list of what to do each month.

How long does a plan take?

Three to five weeks from the first call to the signing, and faster when something is urgent, like a surgery date.

What isn't in the flat fee?

Money paid to others: court filing fees, recording fees, appraisals and tax returns. Your written quote lists them.

Is the first call confidential?

We keep what you tell us private, but please don't send confidential details through the contact form before we've agreed to work together.

Still have a question?

Ask it on a free first call. You'll leave with an answer and a written flat fee.

The first call is free and doesn't make us your lawyers; a signed engagement letter does.