Question 1

What documents are included in the Essential Estate Planning Package?

Accepted Answer

Customized Last Will & Testament: Names beneficiaries, appoints executors, and includes guardianship nominations for minor children and backup provisions.
Medical Power of Attorney: Designates a trusted healthcare agent (and alternates) to make medical decisions if you cannot.
Financial Power of Attorney: Authorizes a trusted person to handle banking, bills, investments, and other finances if needed (durable authority).
HIPAA Authorization: Permits your named contacts to access protected health information so they can coordinate care without delays.
One‑Hour Attorney Consultation: Clarifies goals, answers questions, and tailors your documents to your family situation and state law.

Question 2

How quickly will I receive my estate planning documents?

Accepted Answer

Your customized estate planning documents are typically prepared within 3 business days after you complete the intake questionnaire and attorney consultation.

The timeline includes:

• Immediate access to the intake questionnaire after checkout
• Attorney consultation scheduled at your convenience (usually within 2–3 days)
• Document drafting begins right after your consultation
• Draft delivery within 3 business days
• One round of revisions included if needed

Question 3

Who prepares my estate planning documents?

Accepted Answer

Your estate planning documents are prepared by licensed US attorneys with extensive experience in estate planning, wills, trusts, and powers of attorney.

Our legal team has:

• 10+ years drafting estate plans for individuals and families
• Deep expertise in guardianship planning, asset protection, and healthcare directives
• Experience across all 50 states with state-specific compliance
• Ongoing education in estate and tax law changes

You're not getting a template—you're getting attorney work product tailored to your family, goals, and state requirements.

Question 4

How does the information gathering process work?

Accepted Answer

After you complete checkout, we send a comprehensive questionnaire to your email that covers:

• Your family structure (spouse, children, dependents)
• Beneficiaries and how you want assets distributed
• Guardian nominations for minor children
• Executor and agent selections (healthcare and financial)
• Specific wishes for healthcare decisions
• Any special considerations (blended families, special needs, business ownership)

The questionnaire is designed to be straightforward and takes most clients 15–25 minutes to complete. Your attorney will review your answers before your consultation to provide tailored guidance.

Question 5

Is this suitable for couples?

Accepted Answer

Yes. We offer a Couple package which includes coordinated documents for both partners. Pricing reflects the additional preparation and attorney time.

For couples, we ensure:

• Coordinated beneficiary designations
• Aligned guardian nominations
• Reciprocal agent appointments
• Consistent asset distribution plans
• Proper coordination with jointly-held property

Many couples prefer coordinated planning to ensure their wishes align and avoid conflicts.

Question 6

Do I need Trust provisions for minor children?

Accepted Answer

If you have minor children, we strongly recommend adding Trust provisions so assets can be managed for their benefit until a specified age (commonly 21, 25, or 30).

Without trust provisions:

• Minor children cannot directly inherit property
• Courts may appoint a conservator to manage assets
• Assets transfer at age 18 with no restrictions

With trust provisions:

• You name a trustee to manage assets responsibly
• Funds can be used for education, health, and support
• Distribution occurs at an age you choose
• Asset protection from creditors and poor decisions

This is available as an optional add-on (+$500).

Question 7

How many revisions are included?

Accepted Answer

We include one full round of revisions with every estate planning package.

After we deliver the initial drafts, you can review them and request changes to:

• Beneficiary designations or distribution percentages
• Guardian or executor nominations
• Healthcare agent selections or medical wishes
• Trust provisions or distribution ages
• Any other provisions that need adjustment

We'll incorporate your feedback and deliver final versions ready for execution. If you need additional revision rounds beyond the first, we offer them at a reduced rate.

Question 8

Are the documents compliant with my state's laws?

Accepted Answer

Yes. All estate planning documents are drafted by US-licensed attorneys and comply with your state's specific requirements for wills, powers of attorney, and healthcare directives.

We ensure:

• Proper execution requirements (witnesses, notarization)
• State-specific language for healthcare decisions
• Compliant power of attorney provisions
• Valid will provisions under your state's probate code
• Appropriate guardianship nomination procedures

During your intake, you'll indicate your state of residence, and your attorney will tailor all documents to meet those requirements.

Question 9

What happens after I receive my documents?

Accepted Answer

After you receive and approve your final estate planning documents:

1. We provide detailed execution instructions specific to your state (signing, witnesses, notarization requirements)
2. You can execute the documents yourself or we can recommend local notaries
3. We include guidance on storing originals safely and distributing copies
4. Your will should be kept in a secure location (safe, with attorney, etc.)
5. Powers of attorney should be provided to named agents and healthcare providers
6. We recommend reviewing your plan every 3–5 years or after major life changes

The documents are fully yours to use, and you can update them as your life circumstances change.

Question 10

What's the difference between this and using online templates or DIY software?

Accepted Answer

Online templates and DIY software provide generic forms that may not comply with your state's laws or address your specific family situation.

Our attorney-prepared estate plans are:

• Drafted by licensed attorneys specifically for your family and goals
• Customized to your state's execution and compliance requirements
• Include an attorney consultation to discuss complex issues
• Tailored to address guardianship, blended families, special needs, business ownership, and other nuances
• Reviewed by experienced counsel who understand probate and estate law

You're not filling in blanks—you're getting personalized legal documents and professional guidance designed to protect your family.

Question 11

Can you help me decide between Will-based and Trust-based planning?

Accepted Answer

Yes. During your consultation, your attorney will explain the tradeoffs in plain English and help you decide what fits your goals, family, and budget.

Will-based planning (this package):

• Lower upfront cost
• Simpler to establish and understand
• Adequate for most families
• Assets pass through probate (public process, 6–12 months)
• Good for straightforward estates under state exemption limits

Trust-based planning:

• Higher upfront cost
• Avoids probate (private, faster distribution)
• Better for larger estates, privacy concerns, or complex families
• Requires ongoing trust management and funding

Your attorney will assess your situation and recommend the approach that makes the most sense.

Question 12

What if I already have a will or other estate planning documents?

Accepted Answer

If you already have estate planning documents, we can help you update them or create entirely new documents that revoke the old ones.

During your consultation, your attorney will:

• Review what you currently have (if you provide copies)
• Identify gaps, outdated provisions, or compliance issues
• Recommend updates or a fresh start
• Ensure new documents properly revoke prior versions

Many clients come to us because their documents are outdated (named guardians moved, executors passed away, state laws changed) or were created using templates that don't meet legal requirements.

Question 13

What if I need to update my documents in the future?

Accepted Answer

Life changes—marriage, divorce, births, deaths, moves—often require updates to your estate plan.

When you need to update:

• Beneficiaries or distribution percentages
• Guardian or executor nominations
• Healthcare agents or medical wishes
• Add or remove trust provisions
• Address new assets or business interests

We offer amendment services at a reduced rate for existing clients. Depending on the scope of changes, we can prepare a codicil (amendment to will), new power of attorney, or entirely refreshed documents. Most updates are straightforward and cost-effective.

Will & Estate Planning
For Individuals & Couples

How it Works

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Attorney Consultation & Drafts

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What’s Included

Customized Will

Medical & Financial POAs

HIPAA Authorization

Attorney Consultation

Optional Trust Provisions

Professional Preparation

Trusted by Families

Meet Your Expert Team

Eleanor Vance

Kenji Tanaka

Alicia Rodriguez

FAQs

Will & Estate PlanningFor Individuals & Couples