Make sure what you built goes where you want.
Wills, living trusts, powers of attorney, and healthcare directives, at a flat fee you know up front. We guide you through every decision; documents are created through our partner, Trust & Will.
- Flat fee, never hourly
- Reviewed with you line by line
- Printed binder + digital copies
The five documents most families need
Trust or will?
The most important choice in your plan. Here's the quick comparison; the free guide goes deeper.
Last Will & Testament
- Probate
- Generally goes through probate court, which can take months.
- Cost
- Lower up front; probate costs may come out of the estate later.
- Privacy
- Probate filings generally become public record.
- Often fits
- Smaller estates, no real property, simple family situations.
Revocable Living Trust
- Probate
- Assets held in a funded trust generally avoid probate.
- Cost
- Higher up front; may save your family probate time and costs later.
- Privacy
- Generally stays private, with no court filing.
- Often fits
- Homeowners, out-of-state property, blended families, minor children.
One price, quoted up front
Flat-fee packages, with the price quoted before you start.
Will Package
- Last Will & Testament
- Financial power of attorney
- Healthcare power of attorney
- Advance healthcare directive
- HIPAA authorization
- Printed binder + digital copies
Trust Package
- Everything in the Will Package
- Revocable living trust
- Pour-over will
- Certificate of trust
- Funding instructions for your assets
- Printed binder + digital copies
We listen. Documents are drafted. You sign.
We listen
A 15-minute call about your family, your property, and who you trust to step in.
Drafted for your state
Documents are created through our partner, Trust & Will, and reviewed with you line by line.
You sign
We walk you through signing, witnessing, and notarizing, then hand you an organized binder.
The Sun State Estate Planning Guide
A plain-English walkthrough of every decision, plus a worksheet for naming your key people.
- What an estate plan covers, and what it doesn't
- Trust vs. will, side by side
- Your key people: guardians, executors, powers of attorney
Estate planning questions
Do I really need a trust, or is a will enough?
It depends mostly on what you own and where. Homeowners, people with property in more than one state, and blended families often consider a trust. If your situation is simple, a will may be enough. The attorney or preparer can advise on your specific situation.
How long does it take?
Many families go from first call to signed documents in a few weeks.
What should I have ready for our call?
Full legal names of your spouse and children, a rough list of what you own (home, accounts, life insurance, business interests), and who you'd trust to step in. No account numbers or Social Security numbers needed for the first call.
I have an old will. Should I update it?
Often, yes. Old documents may name people who've moved, divorced, or passed away, and laws change. Bring it and we'll review it with you.
Is my information safe?
Yes. We never sell your data. It's used only to prepare and service your documents.
Protect your family and know the price up front.
One 15-minute call. We'll explain which documents you may need and quote a flat fee.