Basic Estate Planning
Estate planning isn’t just for the wealthy. It’s how you make your wishes clear and spare your family stress and guesswork later. We prepare your documents in plain language — often in a single visit.
Common Questions
Estate planning means deciding ahead of time who handles your affairs and who receives what you leave behind. Your "estate" is simply everything you own—your home, your accounts, your belongings. A good plan puts your choices in writing so your family doesn't have to guess during a hard time.
Most families are covered by four documents:
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For most people, a will is enough to start. A trust costs a little more up front but can avoid probate (the court process after a death), keep your affairs private, and help if you own property in another state or care for a loved one with special needs. We'll give you an honest answer about which one fits—won't push the bigger package.
If you pass without a will, Kentucky law decides who gets your property—not you. This is called dying "intestate." The process is often slower, more public, and more stressful for your family. A simple plan now prevents most of that. (KRS Chapter 391 & Chapter 392 - Dower & Curtesy Rules)
QUICK FACTS
TYPICAL PLAN:
Includes will, powers of attorney, and healthcare directive.
TIMELINE:
Often done in 1 or 2 visits.
Our Fee:
Flat – Quoted up front
Re-Check Your Plan:
Every 3-5 years
WHAT WE'LL DO TOGETHER
- Listen to what matters most to you and your family
- Recommend the documents that actually fit your life and wishes
- Draft everything in clear, plain language
- Review your plan with you before you sign
FREE GUIDE
A short plain-language PDF you can download and share with your family and loved ones.
You May Also Need
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