Frequently Asked Questions

Good question!  Our estate planning recommendations are based on your needs after we've had an in-depth discussion with you.  As such, we cannot promise a price without knowing what you need.  But, in your free consultation, we will present multiple options to you and let you decide based on your values; we even have installment options to make it as easy as possible.

Once you decide to hire us, after the free consultation, we often get drafts to you within a month.  Then, you have some flexibility based on your needs.  We do not limit meetings or requests for changes.  The average client gets their plan signed within 8 weeks.  But, we are also flexible for those who need their plan expedited because of upcoming surgeries or vacations.

The cost of probate can vary dramatically based on the case.  The single factor that raises cost the most is whether interested parties get along.  But, probate isn't the end of the world.  We often get full-administrations wrapped up at a reasonable rate (i.e. under $3,000).  But, Ohio has some express lanes too. Rest assured that our goal is to get the estate wrapped up as efficiently as possible while doing all we can to protect your loved one's intent.

A common scenario is that an elderly person becomes incapable of making medical or financial decisions and didn't do advance planning.  A prospective guardian will petition the court for authority to make medical and/or financial decisions for the elderly relative.  This process is called Guardianship.

In Ohio, you can easily avoid probate with almost all of your assets by using transfer on death designations, joint ownership, and trusts.  We would be happy to talk with you about all of these options during a free consultation.

Of course.  Your will can be changed with a codicil or a new will.  We rarely do any work with our Clients that cannot be changed.  

Yes.  You can name co-agents under a POA or co-executors in your will.  This can cause problems that an individual agent won't see, however.  What if they disagree?  But, most often, the problem is when both of them are needed to sign off on paperwork and the logistical challenge adds time to the process.

Yes.  You are never required to hire a realtor or title agency.  Although, there may be very good reasons to do both.  We would be happy to discuss your options over a complimentary 15 minute phone call.

Setting up an LLC is surprisingly fast.  In fact, the effective date is when the paperwork is first filed.  So, we could have an LLC setup the day you talk to us.