Questions
The questions people save for the second visit
Ask us anything. These are the ones we hear most.
Planning
Do I need a trust, or is a will enough?
For many households a will, a durable power of attorney and a health care directive are enough. A trust earns its cost when you want a house to skip probate, own property in more than one state, or control how and when someone inherits. We say which you need, and say so when it is the cheaper one.
Who should I name to decide for me?
Someone steady who lives close enough to act and will say no to relatives when they must. Name a backup as well. It does not have to be your oldest child; it should be the one who picks up the phone.
Can I leave someone out, or leave unequal shares?
Plenty of families do. We write it so it is clear, and talk through how to say it, or whether to say anything at all, ahead of time.
How often should I update my plan?
After a marriage, divorce, birth, death, move or a big change in what you own. Otherwise, glance at it every few years.
Probate and care
My mom died last month. Do I have to do anything right now?
Not today. Keep the original will somewhere safe, keep paying the bills that come due, and hold off giving away or selling anything. Call when you are ready; the first meeting covers what has to happen and what can wait.
Does everything go through probate?
No. Accounts with a named beneficiary, jointly owned property and assets held in a trust usually pass outside it. We sort out what does and does not in the first meeting.
My dad is forgetful and has no power of attorney. Is it too late?
Maybe not. If he understands what he is signing, he can still sign one, and we will meet him where he is. If he cannot, guardianship is the route: slower and court-supervised, and we will lay it out honestly.
Fees and meetings
What is free, and what costs money?
The first 30 minutes are free: we listen, say what we would recommend and quote a flat fee in writing. The fee covers the documents and signing. Court filing, recording and notary costs, if any, are separate and named up front.
Can you come to my house or my parent's room?
Yes, in and around Knox County, by arrangement. Hospital and care-home visits work for first meetings and for signing.
Can I bring my daughter to my meeting?
Yes. For part of it we speak with you alone, so the plan is plainly yours.