Tag Archives: will

How complicated is it to get a will and trust?

Most of my clients begin our initial meeting by telling me how long they have been putting off estate planning. They were never sure where to start, they were unsure of the fees, they did not know what lawyer to work with, they were worried it would all be so complicated, etc., etc.  Fortunately, the process can be straightforward, painless and comfortable (and affordable!).  When working with any individual or family, I work hard to make the process of preparing a Will or Trust understandable and straightforward as well as thorough and comprehensive.  This generally begins with an open-ended first meeting where you can ask questions and I can better understand your goals and expectations.  There is never a fee for this meeting.  If we proceed, I work hard to carefully understand your needs and talk about potential approaches in plain English.  This process usually ends up including a Will (and often a Trust) as well as a General Durable Power of Attorney, Health Care Power of Attorney and Advance Health Care Directive.  Of course, every situation differs and I take great efforts to understand the unique nature of every family and every individual.  In the end, preparing an effective and thorough estate plan does not need to be complicated.