How do I know what documents I need in my estate plan?

Most estate plans include a will, living will, and powers of attorney. But your plan may also include other documents to address your situation and needs.

At the beginning of the estate planning process, you and Jon discuss your personal and financial circumstances in detail and identify your estate planning goals. He guides you through the entire estate planning process, step by step, explaining the legal documents that should comprise your plan and making sure that you understand what each document accomplishes. Jon always answers your questions and addresses every concern. The high level of his professional skill and his personable manner provide you with confidence throughout the process.

Do I need a lawyer to make an estate plan?

The availability of legal forms and internet services may make it tempting to try to create estate planning documents without professional help. But the do-it-yourself / DIY approach is a serious mistake. You can completely undermine the purpose of estate planning and invalidate the legal protections provided by an estate plan if you try to make an estate plan without help from a knowledgeable estate planning lawyer.

How much does an estate plan cost?

The cost of an estate plan depends on the complexity of the client’s situation and the specific legal documents in the estate plan. Jon discusses estate planning fees with every client during the initial consultation in person. He charges reasonable and competitive fees for all estate planning services.

What happens if I don’t have an estate plan?

If you do not create an estate plan, Ohio laws and courts determine who receives your property when you die and who makes decisions for you if you become legally incapacitated. In both cases, application of the laws may have results that are completely inconsistent with your own wishes and intentions. Creating a thoughtful estate plan with help from an estate planning lawyer is the only way to ensure that your wishes are carried out if you become unable to make decisions or when you pass away.