Maybe. A simple will may be all you need and it will accomplish all that you're trying to accomplish.

But we find that there are often other options available that help you and your loved ones to save a substantial amount of time and money.

When you plan with us, you're under no obligation to make any particular choice about how to plan. We'll work with you to design your plan so that it meets your specific needs and goals in a way that makes sense for you. AFTER we've taught you about how things really work, because most people don't know what they don't know.

Don't you want to plan in a way that saves you and your family the most time and money? Most people do.

So let's sit down and figure out what makes the most sense for you. And yes, it might be just a simple will.

When you plan with us, you'll typically meet with us three times:

1. At our first meeting, your Legacy Design Session, we'll take quite a bit of time to learn about you, your situation, and your goals. We'll teach you a TON about estate planning and the various options you have to accomplish your goals. And then we'll actually design your plan together. This meeting takes 2 to 2 1/2 hours.
2. We meet a second time for you to sign your documents three to five weeks later. In preparation for your signing meeting, you'll watch a 22-minute video, we'll have a 15- to 30-minute Zoom call to go over your plan particulars, and then you'll come into the office to sign your papers. That only takes about 20–30 minutes.
3. About four weeks after you sign your plan documents, we'll meet a third time for your Binder Delivery and Legacy Video meeting. At that meeting, we'll review your documents again, answer any questions you have, go over any follow up steps that may be required (especially if you have set up a trust), record your first Legacy Video, and review the Plan Smart Membership Program. This meeting takes about an hour.

So in all, we will spend about four hours together in three meetings over about two months. Think of it as the 4—3—2 approach.

But when we're done, you will have a comprehensive plan that meets your goals and that you will actually understand.

And as hard as it is to believe, we actually have quite a bit of fun together during the course of your planning!

There are many options out there for planning. When you meet with us, we first take the time to figure out your situation and goals. Then, we spend quite a bit of time teaching you about the various options so that together, we can design a plan that makes sense for you.

At Plan Smart Law Group, the range of options typically falls between $1,500 and $7,500, with most people choosing plans in the low to mid range.

At the end of the day, we don't do anything that doesn't make sense for you. And we ALWAYS plan in such a way that the cost of planning is far less than the cost of not planning. (Because if it costs less to not plan, then usually that's the best choice for you, and we think that's fantastic!)

The short answer is yes. We can meet virtually for every part of the planning process except for your actual document signing, which needs to be done in person in front of a notary and witnesses.

That said, we strongly prefer meeting in person. In our experience, communication is better, understanding is better, and the whole process goes just a little bit more smoothly when we meet in person.

Of course, every person, every family, and every situation is unique. And so, if you want to meet virtually, we can do it. Just let us know.