ProbateRisk · Estate planning, made clear

How it works

Three steps, and none of them happen in an office.

Most estate plans stall because the process asks too much: appointments, questionnaires, weeks of silence. This one moves at the speed of your evenings.

Step one

Answer the interview

Plain English questions, one at a time, with short guides from the attorney opening right where questions come up. Save anytime, resume on any device, and finish in about twenty minutes.

Step two

The attorney reviews

Every answer is read by an attorney before anything is drafted. If your situation calls for a conversation, a blended family, a child with special needs, estate tax exposure, we meet on video first.

Step three

Sign and fund

Your documents arrive prepared for signing, with clear instructions for the signing ceremony and for moving your home and accounts into the trust so the plan actually works.

Your documents

Everything a complete plan needs.

Not a form set. Each document is composed for Massachusetts law and for your family in particular, then reviewed by the attorney before it reaches you.

Revocable living trustjoint for married couples
Pour over willwith guardianship nominations
Durable power of attorneyfinances, if you cannot act
Health care proxyyour medical voice
HIPAA authorizationso your people are never shut out

Families with taxable estates receive credit shelter trust architecture designed to reduce Massachusetts estate tax.

Fees

Flat, in writing, before you commit.

You will know your fee before you pay anything. No hourly billing, no surprises at signing.

Single person plan

$3,000

Revocable living trust
Pour over will
Power of attorney, health care proxy, HIPAA
Attorney review and video meeting
Funding instructions

Married couple plan

$4,000 for both of you

Joint revocable trust
Pour over wills for each spouse
Full ancillary documents for each spouse
One interview covers the whole household
Attorney review and video meeting

Estate tax plan

$7,000

Everything in the couple plan
Credit shelter trust architecture
Massachusetts estate tax reduction design
Extended planning session with the attorney

Some situations deserve their own conversation, a child with special needs, long term care concerns, significant or complex assets. The interview recognizes these and the attorney quotes those plans personally after review.

Questions

Asked often, answered plainly.

Do I actually need a trust?

Not everyone does, and the process is honest about it. A trust keeps your family out of probate court, keeps your affairs private, and controls how and when children inherit. The interview gathers your situation, the attorney reviews it, and you get a straight recommendation before you pay for anything.

Is a real attorney involved?

Yes, on every file. An attorney reads your answers before anything is drafted, flags anything that needs a conversation, meets with you on video, and reviews the final documents. The interview replaces the questionnaire and the data entry, not the lawyer.

How long does it take?

The interview takes about twenty minutes, and most people finish in one sitting. From there, attorney review, your meeting, and drafting typically bring you to signing within a few weeks.

What if my situation is complicated?

Complicated is normal. Blended families, children with special needs, estate tax exposure, long term care worries, the interview is built to recognize all of it and route your file to the attorney for a personal conversation and quote rather than forcing you into a package.

I already have a will. Is that enough?

A will alone still goes through probate, and older documents often name the wrong people or miss newer protections. Bring what you have, the review covers whether your existing plan still does what you think it does.

From your phone to a signed estate plan.