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If you don’t have an estate plan, the state—not your family—sets the rules. That often means probate, court delays, extra fees, and decisions made by intestacy laws (a one-size-fits-all formula) instead of your wishes.
A solid plan (like a will and/or trust) helps keep more of your wealth intact, reduces the chances of family conflict, and puts you in control of who gets what, when, and how—so your legacy goes to the people you choose, not to a process that can drain time, privacy, and money.
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This service has been a true lifesaver for me. I can't imagine my family's assets being divided by the government
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Frequently Asked Questions
When you have a question, chances are someone else has too. Here are the answers to the most common questions about Estate Planning.
What is an Estate Plan?
An estate plan is a set of documents that explains how your wishes should be carried out and who makes decisions if something happens to you. It can help guide what happens to your assets, your family, and important responsibilities—so loved ones aren’t left guessing.
Many people create an estate plan to bring clarity, organization, and peace of mind.
If you’d like to learn how an estate plan could apply to your situation, you can request more information to explore your options.
Do I really need an estate plan if I don’t have a lot of assets?
Yes. Estate planning isn’t just about money—it helps clarify who makes decisions, how things are handled, and can reduce confusion for loved ones. Many people are surprised how helpful it can be.
What happens if I don’t have an estate plan?
Without a plan, decisions are often made by the court based on state rules—not personal wishes. This can cause delays, stress, and uncertainty for family members.
What’s the difference between a will and a trust?
A will outlines your wishes, while a trust can help manage how things are handled over time. The right choice depends on your goals, family situation, and preferences.
When is the right time to create an estate plan?
Many people start once they own a home, have children, or want peace of mind. There’s no “perfect” time—planning earlier often makes things simpler later.
Can an estate plan be updated later?
Yes. Estate plans are not permanent. They can be updated as life changes—such as marriage, children, or major financial decisions.
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