Frequently Asked Questions

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Questions You Have Asked Us:

  What does it cost?
  Why so cheap?
  Why so expensive?
  Why can't my spouse and I do one Will for both of us?
  Do you need to know all of my investments, income and financial information?
  Can I change my Will, and how often should I change it?

What does it cost?
One normal Will is $200
Two mirrored Wills for a couple is $350
A family package of two Wills with two Powers of Attorney is $399

Why so cheap?
Quotes for a full prepared Will are often $500 and up. To do a complete analysis requires a comprehensive interview with financial statements, income tax review, family and estate analysis and very specific preparation of a unique document.

In over 30 years of preparing wills for clients, I find that over 90% of people don't want or need this level of service. Most need a more general set of directions, a broad flow to direct someone they trust to follow their wishes. For any client who wants or needs a full estate analysis with an itemized and extensive Will plan and document, I am more than pleased to meet with them and prepare the extensive Will that they want.

Why so expensive?
This is not a pre-packaged do-it-yourself will kit. You can find them at any business supply store, or at any number of web sites, for $10 to $50, many with books of instructions and handy guides in several languages.

I have reviewed many of them completed by my clients and most end up in the trash: a simple error, filling in the wrong blank, can end up with a result far from what was needed and wanted.

I review every Will request submitted and contact you by telephone or e-mail if there are any questions, anything that is not clear. I will prepare a Will for you, tailor it to your instructions and information, and deliver a finished document for you to sign. You are dealing with the security and well-being of those you love, simply, painlessly, without stress, and at a very reasonable cost.

Why can't my spouse and I do one Will for both of us?
A Will is a very personal document, even if you both want the same thing to happen. As years go by, either person might wish to add or change small or major items.

Once you die, the Will is probated - filed with the local Court to become part of an Order appointing the person you name as Administrator to follow your directions in the Will.

But if two people make one Will, which then becomes part of a Court Order, how does the survivor make a new Will if the old Will has already been made official?

Do you need to know all of my investments, income and financial information?
No! First of all, it is not a good idea to give anyone this sort of information over the internet.
Secondly, a Will should be written in broad strokes to follow your guidelines.

Your Will may be rewritten a number of times over a lifetime, as your wishes and the needs of your family and friends evolve. You will be buying and selling, acquiring and disposing of many things, and unless you are willing to commit not to buy or sell any major item, putting them in your Will only complicates matters (and makes lawyers rich in documenting every change, which may not be a bad thing).

Generally, unless an item is an important family heirloom or valuable keepsake, I don't advise listing it as a gift in a Will. If you wish to remember every friend and relative with the gift of a keepsake, this can be done, but becomes expensive in drafting.

Alternatively, you can leave a general gift to a trusted friend to distribute personal items and keepsakes as they feel proper, and then give the friend a list, which you can change as often as you want, without cost or consequence.

Can I change my Will, and how often should I change it?
A Will is your personal document, and as long as you are able to, you can make whatever changes you wish, so long as the proper rules are followed. (You can't just pen in changes to a Will you have already signed. This makes the Will, or parts of it invalid or open to challenge.)

A minor change to the original Will is a separate document, signed and witnessed, called a Codicil.

If there are many changes or major alterations, a new Will should be done.

Certain events, such as divorce or marriage, change your Will automatically, but it is my suggestion that you review your Will if there is a major change in your life, or every five years. If the Will still does what you want, put it away for another five years. If your needs have changed, change or rewrite the Will.

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