What Do I Need to Prepare Before Starting My Will or Trust?

You know what most or our clients do before starting their will or trust?

Absolutely nothing.

And you know what? That’s exactly right.

Everybody thinks they have to turn their dining room table into an IRS audit—spreadsheets, shoeboxes of bank statements, 40 years of utility bills—like you’re auditioning for the show Hoarders: Estate Planning Edition.

Guess what? You don’t need any of that. Not one single scrap.

The Big Misunderstanding

Here’s the myth: “I can’t even start my will or trust until I’ve:

• Made every single decision,
• Organized my entire financial life, and
• Turned into a certified accountant.”

Here’s the truth: If you could do all that on your own, you wouldn’t need us.

That’s like cleaning your whole house before the cleaning lady comes over. (Why do people do this?!)

We make it simple. We’ve designed our process so you don’t need to show up with all the answers—or even half the answers. You just show up. We do the heavy lifting.

So What Do We Cover?

Instead of homework, here’s what we’ll help you figure out together, after your first meeting:

• Family Details
  Who’s in your circle and who you want to look out for.
• Decision Makers
  Who you trust if you can’t make a call on finances or health.
• Beneficiaries
  Who gets what, when, and how (and how to avoid the “one kid blows it all on jet skis” scenario).
• Healthcare Wishes
  What you’d want if you couldn’t say it out loud.
• Property & Accounts
  We’ll help organize your assets—no calculators or pie charts needed.
• Special Concerns
  Blended families, special needs, charitable gifts—we’ll guide you through them all.

The Bottom Line

You don’t need to come to us ready. Most people don’t. That’s normal.

Our job is to walk you through, step by step, crack a few jokes along the way, and make sure your family ends up protected without you needing to suffer through “Estate Planning Boot Camp.”

So relax. Leave the binders on the shelf. Bring yourself—and maybe a sense of humor—and let’s make this easy.

Schedule a Discovery Call

This is a free 15 to 20 minute call with our Client Intake Specialist: [Schedule right here.].

Schedule a Paid Consultation

If you’re ready to meet with an attorney read this first then [Schedule a Consult Online]

Review Our Flat Fees Before Coming In

We have flat fees available for most of what we do:  [Flat Fee Packages]