Overview
Estate Planning
Estate planning is the work of writing down your wishes so the people you care about are looked after. This overview explains the common pieces and points you to the right page for each one.
Placeholder content for layout. Final copy to follow.
Where to begin
The pieces of a plan
Each page below explains one part of a plan in plain language. You can start wherever your questions are.
- Wills A clear, valid will that names who receives your belongings and who cares for minor children.
- Trusts A living trust can help your family avoid probate and keep private matters private.
- Powers of Attorney Let someone you trust handle financial decisions if you are ever unable to.
- Health Care Directives Put your medical wishes in writing and name someone to speak for you.
- Wills vs. Trusts A side-by-side look to help you understand which option fits your situation.
No single answer
What you need depends on your situation
Not every family needs every document. The right plan depends on your circumstances. A short conversation is usually enough to see what fits.
A few things that often shape a plan:
- Whether you have minor children who would need a guardian
- How your property is titled and who is named on your accounts
- Who you would want to make decisions if you could not
- Whether you would like to keep certain matters out of probate
Not sure where to start?
Schedule a consultation
Tell us a little about your situation and we will point you to the right first step.
Call us directly (636) 555-0100Get in touch
Talk with us
Send a note and we will follow up to find a time that works. There is no cost to reach out and no obligation to move forward.