Do I actually need a trust, or is a will enough?
For plenty of families a well-drafted will is genuinely enough. A trust earns its cost when you want to keep your family out of probate, when you own property in more than one state, or when someone in the plan needs their inheritance managed rather than handed over. Katie will tell you which side of that line you are on, and she has no reason to upsell you.
What does an estate plan cost?
It depends on what you need, which is why the first consultation is free and comes with a flat quote before any work starts. You will not get an hourly surprise at the end.
How long does the whole thing take?
Most plans are drafted, reviewed, and signed within a few weeks. The pace is usually set by how quickly you gather account and property details, not by the drafting.
Do I have to come to an office?
No. Katie meets clients in their homes throughout Middle Tennessee, and she is a mobile notary, so the signing can happen at your table too.
What should I bring to the first meeting?
Nothing, for the free consultation. A rough sense of what you own and who you would want to handle things is plenty to get started.
I already have a will from years ago. Is it still good?
Maybe. Wills do not expire, but they go stale. A move to another state, a marriage, a divorce, a new child or grandchild, or a sold property can all make an old document do something you no longer intend. A review is quick.
