What People Are Saying

Estate planning can typically start once you're over 18. Many people begin after major life events like marriage, home purchase, or having children. However, it's beneficial for everyone to plan ahead, regardless of age or life stage.

Although both a last will and living trust serve to transfer assets after death, there are key differences between the two. Wills are easier to set up but usually are required to go through the process of probate in order to have any effect after your death. Living trusts, on the other hand, are more difficult to set up, requiring the effort of transferring assets into the trust and adhering to any of the requirements outlined in the trust document. However, the benefit to the living trust is that its assets pass to your beneficiaries without having to go through the process of probate.

Consider reviewing your will every few years or after significant life changes like marriage or having a child.

We’ll walk you through everything you need to do one question at a time using our online questionnaire. After going through the questionnaire your documents will be available for download, review, and signing.

All our estate plans come with a complimentary 60-days Unlimited Update Service. After this period, you can continue enjoying unlimited modifications for just $19.99/month . This ensures your estate plan remains current and aligned with your changing needs.

It depends on your estate's value and location. The IRS taxes estates above a certain threshold, which changes annually. Some states have additional taxes. Consult a financial planner, estate attorney, and tax advisor to assess your potential liability.