Estate Planning FAQs

What does a will accomplish?

A will directs asset distribution, names beneficiaries, and can designate guardians for minor children.

Who needs an estate plan?

Everyone should consider an estate plan, regardless of age, wealth, or family circumstances.

What documents belong in an estate plan?

Estate planning may include wills, trusts, powers of attorney, healthcare directives, and beneficiary designations.

What is probate?

Probate is the court-supervised process for validating a will and administering certain estate assets.

When should I update my plan?

Review your plan after major life changes, including marriage, divorce, births, deaths, or relocation.

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