Estate Planning FAQs: Let's Start with the Basics!
Let's be honest: "estate planning" sounds... Complicated? Overwhelming? The last thing you want to do?
It may sound like a big undertaking, maybe a little intimidating, and definitely like something you can put off until next week. Or next month. We know it’s one of those "important but not urgent" tasks that just gets buried at the bottom of the to-do list.
We get it. And we also know that the main reason people put it off is that they just don't know where to start.
That’s why we created a brand-new video series to answer your most basic questions and hopefully demystify the estate planning process. No confusing legal jargon, no hard sales pitches—just simple, foundational knowledge.
We’re talking about the fundamentals:
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What’s the real difference between a will and a trust?
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Is estate planning just for the elderly or wealthy?
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Why can't I just write my own will on a napkin? (Okay, maybe not that one... but close!)
We wanted to give you the answers you’re probably already Googling, all in one place.
Of course, the one question on everyone's mind is: "Okay, but how much does estate planning cost?"
It's a fair question, and you deserve a straight answer. So, we made a 4-minute video to break down the factors that go into the cost and what you'll get for your fee. You can watch it right here.
This is just one of 16 videos in our new Foundational Estate Planning playlist.
You can binge-watch the whole series or just pick and choose the topics you’re curious about. Our goal is to pull back the curtain and show you that getting your plan in place doesn't have to be overwhelming.
Get the answers you've been looking for.
No more guessing. Just clear, simple answers so you can feel confident about taking the next step.
