Estate Plan FAQs
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What's included in an estate plan?
An estate plan typically includes several key documents such as a will, a living trust, advance healthcare directives, and durable powers of attorney. These documents outline how your assets will be distributed, who will make medical and financial decisions on your behalf if you become incapacitated, and other important instructions regarding your estate.
What do we need to have prepared before we can start?
There’s nothing you need to prepare in order to get started. We will walk you through the steps needed to craft your estate plan. In the process, we will develop a clear understanding of your assets, including real estate, investments, and personal property. Additionally, we will discuss your beneficiaries and any specific wishes or concerns you may have regarding your estate.
What if we need to make changes later?
It is okay and very normal to need to make changes. The most important thing is having one in place. If you need to make changes to your estate plan later, we can walk through and make those updates together. Depending on the nature of the changes, it may involve updating existing documents or creating new ones altogether. Regular reviews of your estate plan ensure that it remains aligned with your current circumstances and wishes.