At minimum: a will or trust that says where your assets go, a financial power of attorney so someone can handle money matters if you can't, a healthcare power of attorney and directive so someone can make medical decisions, and a HIPAA authorization so they can actually see your records. Most families need all five.

It depends mostly on whether you own real property. If you own a home — especially in more than one state — a trust usually saves your family months of probate and thousands in fees. If you rent and your estate is simple, a will may be all you need. We'll tell you honestly which one fits, even when it's the cheaper one.

Wills are $199 for an individual, $249 for a couple. Trusts are $499 for an individual, $599 for a couple. That's the full price — flat fee, quoted up front, never hourly.

Most families go from first call to signed documents in about two weeks. The 15-minute discovery call comes first, then a 30–45 minute review call once your drafts are ready.

The full legal names of your spouse and children, a rough list of what you own (home, accounts, life insurance, business interests), and a sense of who you'd trust to step in for you. You do not need account numbers, Social Security numbers, or property titles for the first call.

Bring it. Old documents often name people who've moved, divorced, or passed away — and laws change. We'll review what you have for free and tell you whether it still does what you think it does.

Yes. We never sell your data. Your information is used only to prepare and service your documents.

Download the free Estate Planning Guide above — it walks you through the decisions before you spend a dollar — or book a free 15-minute call. Whichever feels right for where you are.