Wills and trusts
Wills and living trusts, written for your family
A will says who receives what and who looks after your children. A living trust does the same, and lets your family skip probate for whatever the trust holds.
Most of the families we meet need one or the other, not both. A will is enough for many renters and for homeowners with simple accounts. A trust earns its higher fee when you own a house, a cabin, or property in more than one state, or when you want money to reach a child in stages.
We help you choose on the first call, before you pay anything. If a will plan fits, we say so.
What a plan settles
- Who receives your home, savings and belongings
- Who raises your children, and who manages their money
- Who is in charge of carrying out the plan
- What happens if someone named dies before you do
What a will or trust plan includes
Every plan comes with the documents most families need alongside it, at no extra charge.
Your will or trust
Drafted from your answers to our questionnaire, then revised until it says what you mean.
Powers of attorney
A financial power of attorney and a health care directive for each of you.
A one-page summary
The whole plan in plain words, for the people you’ve named to keep.
The deed for your home
With a trust plan, we prepare and record the deed that moves your house into the trust.
What families ask about wills and trusts
Do we need a trust, or is a will enough?
It depends on what you own and where. On the first call we ask a few questions about your home and accounts and tell you which plan fits, before you pay anything.
Can we name a guardian for our children in a trust?
A guardian is named in a will. A trust plan includes a short will, called a pour-over will, that names the guardian and sends anything left outside the trust into it.
What if we move or our family changes?
Changes after signing are a flat fee too, quoted before we start. A move to another state often needs only a review.
Find out which plan fits
Twenty minutes by video. We’ll tell you whether a will or a trust makes sense, and the fee for it.