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Your Estate Planning Profile
Tell us about your current plan — we'll identify the gaps
Basic Information
Documents You Already Have
Primary Goals (select all that apply)
Your Estate Planning Gap Analysis
Estimated Cost to Fill Gaps
| Document | Estimated Cost | Priority |
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This is an educational estimate only, not legal advice. Costs vary by location and attorney. Consult a licensed estate planning attorney to create or update legal documents.
Frequently Asked Questions
Do I need a trust if I already have a will? ▼
A will and a trust serve different purposes. A will goes through probate — a public, time-consuming, and costly court process. A living trust transfers assets directly to heirs, avoids probate, and is especially valuable if your estate exceeds $150,000, you own real estate in multiple states, or you want to provide for a minor child or special needs dependent.
What is a durable power of attorney? ▼
A durable power of attorney names someone to manage your financial affairs if you become incapacitated. Without one, your family may need to go to court to get conservatorship — a slow and expensive process. Every adult should have one regardless of estate size.
How much does basic estate planning cost? ▼
A basic estate plan (will, healthcare directive, financial POA) typically runs $500–$1,500 with an estate planning attorney. A revocable living trust with a pour-over will adds $1,000–$3,000. Online services like Trust & Will or LegalZoom offer lower-cost options starting around $200 for simpler situations.
When should I update my estate plan? ▼
Review your estate plan after major life events: marriage, divorce, birth of a child or grandchild, death of a beneficiary or executor, significant change in assets, or moving to a different state. As a general rule, review every 3–5 years even without life changes.