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Your questions, answered

  • Estate planning is the process of organizing your financial and legal affairs to ensure your assets are distributed according to your wishes after your passing. It also involves planning for situations like incapacity (if you are unable to make decisions for yourself due to illness or injury). A professionally-created estate plan ensures that your family is taken care of, your legacy is protected, and your financial goals are met.

    For busy professionals like you, estate planning isn’t just a “nice-to-have.” It’s essential to ensure your children, assets, and healthcare decisions are managed the way you want, without leaving things to the time-consuming, expensive, and sometimes contentious probate court process.

  • We hear you, it’s 2025 and most working families do not own a sprawling estate, real estate portfolio, or multi-million dollar accounts subject to the estate tax. Your “estate” in this context includes things many people own: pets, a car, bank accounts, musical instruments, or jewelry. Having a plan will help you pass all of these assets to your loved ones without expensive and lengthy probate court proceedings.

    “Estate planning” also refers to planning and legal documents that go far beyond passing on personal property upon one’s death. Much of what we will do is plan for your lifetime— who is qualified to make healthcare decisions in the event you cannot speak for yourself, and who should make financial decisions if you become incapacitated. This is a chance to plan for scenarios which can strike anyone unexpectedly — while reflecting on the property, legacy, and memories we want to pass on to our loved ones in the hopefully distant future.

  • One of the key elements of estate planning is nominating guardians for your children. We will work with you to select and designate guardians, giving you peace of mind that your children will be safe and loved by those you choose. Unlike a simple will, a living trust can ensure that your children receive structured financial support when they need it, in a manner that makes sense for your family. Trusts can even be structured to provide distributions when beneficiaries reach a certain age, or on reaching milestones such as college graduation or marriage.

  • Chris specializes in providing comprehensive estate plans in roughly one month. The process is streamlined, so you don’t need to spend precious time worrying about your plan. Chris’s goal is to make estate planning as easy and efficient as possible for you, with all the complexity handled behind the scenes.

  • As part of our comprehensive estate planning services, you will receive:

    • Initial Orientation: Meet your estate planning lawyer and chart a course for your estate planning process.

    • Detailed Design Consultation Meeting: We will dive deeper into your family’s goals and values, and design a plan to achieve asset protection and lasting peace of mind.

    • Mobile Service: We can hold consultation meetings at our meeting space, virtually or remotely at your home or workplace. Our optional mobile notary service enables you to finalize your legal documents in your preferred place.

    • Revocable Living Trust: Ensure the seamless transition of your assets to your beneficiaries, without the need for probate court.

    • Health Care Directives: Use a Medical Power of Attorney, Living Will/Advance Directive, and HIPAA Release to ensure that you empower your chosen agent to make healthcare, end-of-life, and postmortem decisions on your behalf.

    • Financial Powers of Attorney: Your comprehensive estate plan will include a financial power of attorney that appoints your chosen person to manage your property or finances if you become temporarily or permanently unable to do so yourself.

    • Designation of Pre-need Guardian: Arrange in advance for a court to appoint your chosen person as your child’s guardian.

    • Signing Meeting: Your comprehensive plan will be professionally printed, organized and ready for your signature in a Keepsake Legal binder. After signing, don’t forget to celebrate your completion of this important task.

    • Trust Funding Advice: We provide detailed instructions for funding your trust, including transfers of deeds and titles, and updating beneficiary designations. We assess all of your properties and accounts and advise you on whether and how to include them in your trust.

    • Post-Drafting Support: We are available to support you and your family in the future, and consult regarding plan updates should the need arise.

    Everything you need will be clearly outlined and explained, with no legal jargon—just straightforward advice and documents.

  • Whether you have a large real estate portfolio, other investments requiring specialized management, or business interests, Chris can handle all of your complex estate planning needs. He will tailor your plan to reflect your unique financial situation, ensuring your assets are protected and passed on efficiently to your beneficiaries.

  • Absolutely! One of the things our clients love most about working with Chris is his accessibility. Whether it’s a quick phone call, an email, or even a text, Chris will be there to guide you through the process and answer your questions. You’ll never feel left in the dark.

  • Yes, it’s important to review your estate plan regularly—especially if there are significant life changes such as the birth of a child, a change in assets, or a shift in your family dynamics. Chris is available for ongoing support and can help you make any necessary updates to your plan, ensuring it always reflects your current wishes. Most plan updates are provided for a reasonable fee.

  • Comprehensive estate plans begin around $5,000, depending on complexity. Rather than billing by the hour, we offer clear, flat-fee packages tailored to your specific needs. Every client receives a detailed proposal outlining scope and cost before any work begins, so there are no surprises — just thoughtful, transparent planning.

  • Getting started is easy! Simply book a consultation with Chris, where you can discuss your needs, ask questions, and learn more about the estate planning process. After that, Chris will guide you step by step to create a plan that’s tailored to your family’s unique needs and goals.