Estate Planning Basics
Common Estate Planning Questions
The questions Alaska families ask me most — answered plainly. If yours isn't here, I'm happy to answer it directly.
Do I really need an estate plan if I don't have much?
Yes — estate planning is less about wealth and more about the people you love. If you have minor children, a home, or simply wishes about who should make decisions for you in a crisis, a plan makes sure your voice is heard and your family isn't left guessing.
What's the difference between a will and a trust?
A will is a set of instructions that takes effect when you pass away and goes through the court probate process. A revocable living trust holds your assets while you're alive and passes them on without court involvement, usually faster and privately. Many families use both together.
Who would raise my kids if something happened to me?
If you don't name a guardian in a will, a judge decides — without ever having met your family. Naming a guardian (and a backup) in your will is one of the most important things parents of minor children can do, and it's a core part of every plan I draft.
What is a power of attorney, and do I need one?
A power of attorney lets someone you trust manage your finances and affairs if you become unable to. Without one, your family may have to go to court to get that authority during an already stressful time. It's a simple document that prevents a hard situation from getting harder.
What is a healthcare directive?
A healthcare directive (sometimes called a living will or advance directive) spells out your medical wishes and names someone to speak for you if you can't speak for yourself. It spares the people you love from having to guess during a crisis.
How much does estate planning cost?
I work on flat fees, so you'll know the full cost before we begin — no hourly meter running. It starts with a Peace of Mind Planning Session where we talk through your family and goals, and you decide what makes sense from there.
Do I have to come to your office?
No. I meet with clients in person in Eagle River or over video, whichever is easier for you. Many busy parents do the whole process virtually.
I already have a will from years ago. Is it still good?
Maybe — but life changes. Marriage, divorce, new children, a move, or buying a home can all make an old plan outdated. A review is quick, and if your existing documents still fit, I'll tell you so.
How long does the process take?
Most plans move through four steps: a Peace of Mind Planning Session, a Design Meeting, a Draft Review where you check everything, and a Signing Ceremony. The pace is yours — some families finish in a few weeks, others take more time to think.
Can I make changes later?
Absolutely. Your plan should grow with your life, and updating it is usually simple. My goal is to be your advisor for the long haul, not just for one set of documents.
Still have questions?
Let's talk them through — in person in Eagle River or over video. There's no pressure and no jargon, just a clear conversation about your family and your options.