Can I do my estate plan online or use AI for these services?

AI is getting better at the technical aspects of legal documents, but it still can’t care about you and want the very best outcomes- including situations that arise out of non-legal considerations (family relationships, advice about how emotions often affect people involved in the estate of a loved one).

Additionally, while online forms exist, they often fail to meet all legal requirements or account for your personal situation. An attorney ensures the plan is legally valid, comprehensive, and tailored to your circumstances. And No — ChatGPT can’t legally create a valid will for you on its own because it is not a lawyer.

What is estate planning?

Estate planning is the process of organizing your affairs so your assets are protected, your wishes are honored, and your loved ones are cared for if something happens to you. It typically includes a will, trusts, powers of attorney, and healthcare directives.

Do I really need an estate plan?

Yes. Almost everyone benefits from an estate plan—whether you own a home, have children, run a business, or simply want to choose who receives your property and who makes decisions on your behalf.

What documents are generally included in an estate plan.

Most estate plans include:

• Last Will & Testament

• Revocable Living Trust

• Durable Power of Attorney

• Healthcare Power of Attorney

• Living Will / Advance Directive

• HIPAA Authorization

• Pourover Will

Each of these can be explained in our free consultation.

What is Probate and why should I avoid it?

Probate is the court-supervised process of validating your will, paying debts, and distributing your assets. It is a public process and can be difficult for family members to navigate. A well-structured estate plan—especially with a trust—can avoid probate all together.

What should I do before meeting with an attorney about my estate plan?

What is the difference between a will and a trust?

A will goes into effect after you pass away and always requires probate. A revocable living trust can help avoid probate, offer privacy, and provide smoother management of your assets if you become incapacitated.

Do I need a trust?

Not everyone needs a trust, but many people benefit from one. A trust can help avoid probate, provide privacy, and manage property for minors, individuals with disabilities, or blended families. You need a trust if you want privacy, own a home, want to decide what happens to your property or make death easier for your loved ones.

What happens if I die without a will?

A judge determines who inherits your property, including personal items that may be sentimental. Your next of kin receive your assets based on state law, which may not match your wishes—especially in blended families.