Frequently Asked Questions

How long does the estate planning process take?

The timeline varies based on factors such as the plan’s complexity and the coordination among parties involved. It can range from one month to over a year. Additionally, regular reviews and updates may also be necessary over time.

I already have a will, so won’t my beneficiaries avoid probate?

Contrary to what many believe, having a will does not allow your beneficiaries to avoid probate; in fact, it only directs what happens within probate court. If you wish to avoid probate, we can discuss potential legal strategies and alternatives.

Why does the questionnaire require so much personal info?

The questionnaire may seem lengthy, even for seemingly simple plans. However, what appears simple on the surface may in fact be highly complex. Thoroughness now can save you time later and enables us to provide the best service we can.

I already have an estate plan. Can you make just one small change?

Unfortunately, we cannot make individual revisions without a comprehensive review. Once our office is associated with your plan, we are affirming its validity. The full process must be completed before any updates, especially for outdated plans or those completed by another office.

I wrote my own estate plan. Can you look it over and sign it?

Self-written wills have a high risk of errors or ambiguities that can result in disputes, unintended taxes, or other consequences. An attorney can provide guidance on potential issues you may not be aware of. To accept responsibility for your plan, we must complete a full review, which includes the initial drafts.

I have mobility challenges; can you meet me at my residence?

House calls are available upon request, but we kindly ask that they be reserved for emergencies only due to the additional time and cost involved.