Why a "Will" or "Trust" is the Last Thing Your Family Needs First

(and 5 ways a $1500 — or less — estate plan is likely to cost your family for more than you can imagine)

You’ve heard the phrase “you don’t know what you don’t know” before, right? Unfortunately, many families try to DIY their estate planning or if they choose to get help from attorney they find the lowest cost solution because they are “just looking for simple documents.” What they don’t realize is that without asking the right questions, they may end up with a document that doesn’t fit their needs at one of the most pivotal times in the family’s life cycle.

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What You Will Learn

While it is hard to know how to find the best estate planning attorney for your family, in our free guide you will learn exactly what to look for in a lawyer you and your family can trust. Here is exactly what you will learn.

Your Life Changes Over Time

It's important for your plan to be dynamic, allowing your attorney to update items to meet your changing life.

WHAT WILL THIS COST?

Discover how to evaluate different options based on cost, and what exactly is the true cost to your family for planning not done right.

It's more than just a document

Find out exactly what in your estate plan you need to keep updated over time to ensure it will work for your family when you need it.

Is AI better than an attorney?

Bots are cheaper, but how does a bot get to know you? How do they get to know your specific wishes? We've found that our clients are more unique than what AI can produce.

Why A "Will" or "Trust" is the Last Thing Your Family Needs First

Unfortunately, many families try to DIY their estate planning or if they choose to get help from attorney they find the lowest cost solution because they are “just looking for simple documents.” What they don’t realize is that without asking the right questions, they may end up with a document that doesn’t fit their needs at one of the most pivotal times in the family’s life cycle.