FAQs
“I understand why estate planning is so important! I want to set up an estate plan.”
You can check out the pricing and what I offer on my website. You can also set up an appointment online here. During our meeting, I can answer all of your questions.
“I need a simple will.”
Wills are generally useful for people who do not have more significant assets like a home, or when people have less than $166,250 in assets. If that is you, I can just refer you to some free resources that I recommend. Those can be found here.
On the other hand, if you do own a home, or more significant retirement, cash or investment assets, a trust will be necessary to avoid probate.
I also draft up powers of attorney, and advance healthcare directives. Those are also critical to have. You can set up an appointment here if that's the case.
"I want a trust review.”
I could do a trust review and summary with a retainer of $1,050. I work against that deposit, and will return any funds not used. If that is something you are interested in, let’s meet! Set up a consultation here.
"I want my current estate plan reviewed and updated."
If I personally drafted the estate plan, then I'm happy to update as needed in most cases. If another attorney drafted it, or it's a product of Legal Zoom or the like, then, I will need to draft up an entirely new estate plan. Please review my estate plan page here, for more information.
"My loved one just passed away. Where do I even start?"
First of all, I am so sorry for your loss. This is an exceedingly difficult time.
There are some immediate things to do. You can check out my free webinar “When Your Parent Or Spouse Passes Away: 10 First Steps For Successor Trustees And Executors” on these immediate steps. You can catch that short webinar here.
Beyond that… I have a 6 step process in which I can handle everything from start to distributions.
For pricing, information, click here.
You can check out the pricing and what I offer on my website. You can also set up an appointment online here. During our meeting, I can answer all of your questions.
“I need a simple will.”
Wills are generally useful for people who do not have more significant assets like a home, or when people have less than $166,250 in assets. If that is you, I can just refer you to some free resources that I recommend. Those can be found here.
On the other hand, if you do own a home, or more significant retirement, cash or investment assets, a trust will be necessary to avoid probate.
I also draft up powers of attorney, and advance healthcare directives. Those are also critical to have. You can set up an appointment here if that's the case.
"I want a trust review.”
I could do a trust review and summary with a retainer of $1,050. I work against that deposit, and will return any funds not used. If that is something you are interested in, let’s meet! Set up a consultation here.
"I want my current estate plan reviewed and updated."
If I personally drafted the estate plan, then I'm happy to update as needed in most cases. If another attorney drafted it, or it's a product of Legal Zoom or the like, then, I will need to draft up an entirely new estate plan. Please review my estate plan page here, for more information.
"My loved one just passed away. Where do I even start?"
First of all, I am so sorry for your loss. This is an exceedingly difficult time.
There are some immediate things to do. You can check out my free webinar “When Your Parent Or Spouse Passes Away: 10 First Steps For Successor Trustees And Executors” on these immediate steps. You can catch that short webinar here.
Beyond that… I have a 6 step process in which I can handle everything from start to distributions.
For pricing, information, click here.
Want To Learn More? Let's connect on LinkedIn, YouTube and My Blog.
- Learn the first steps you need to take.
- Learn what a trust is, and what a will is.
- Learn how to successfully fulfill your role as a trustee or executor after a loved one has passed away.
- Learn what probate is. And, how you can avoid it.