FAQ

Probate is the court process that settles an estate, pays debts, and moves assets to heirs. During probate, records become public so anyone can read the file, the family may wait months for cash stuck in the estate, repeated court hearings pull you from work and drown you in paperwork, and any mistake by the personal representative can spark liability and family conflict.

A will tells the court who gets your property but must pass through probate. A revocable living trust avoids probate and offers more privacy and control, so the best choice depends on your goals and asset size.

It depends. Estate planning is not one size fits all, so we need to learn about your situation before we can quote a fee. Even if your case seems simple, there may be details you have not considered. We cover costs and our process during the Peace of Mind Planning Session, once we have explained all your options. We do not share fees outside that meeting. We know price matters and that estate planning is a big expense for many families. To keep things clear, we charge a flat fee instead of billing by the hour, so you will know the cost in advance. We will also recommend going forward only when the savings you gain from a good plan exceed our fee.

Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. Our attorneys are licensed in Massachusetts. If you live in MA, we can prepare your estate planning documents. If you do not, message us, and we will be happy to refer you to an attorney licensed in your state. If you are a business owner, however, we can work with you regardless of where you live. We help businesses in all 50 states, and worldwide, with LLC formation, contracts, trademarks, website legal notices, and much more.

No. Estate planning helps anyone who cares about what happens to their loved ones and their stuff, no matter how big or small. Here is why it matters even if you do not have a large estate: Guardians for children. If you have minor kids, a will lets you name the people you trust to raise them. Without those instructions, a judge decides. Clear instructions spare your children from court delays and possible fights among relatives. Control over health and finances. Documents such as a health care proxy and a power of attorney let you pick who can make medical and money choices if you cannot. This keeps decisions in the hands of people you trust and keeps your family from guessing. Protecting modest savings and personal items. Bank accounts, a car, family keepsakes, or a small home can still get stuck in probate. A simple plan, such as naming beneficiaries or using a living trust, lets those items pass quickly to the people you choose. Avoiding family conflict. Written wishes reduce chances of disputes. When everyone knows who gets what and who is in charge, it lowers stress and legal bills. Covering digital and future needs. You can leave instructions for online accounts, life insurance, and even who cares for a pet. Planning answers questions now so loved ones are not left searching later. In short, estate planning is about peace of mind and clear direction, not about the size of your bank balance. A few well chosen documents can protect your family, your wishes, and every dollar you worked to save.