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We Make Estate Planning

Simple And

Convenient

Do you want to create a will or living trust, but haven’t gotten around to it? Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.

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We will not spam, sell, or rent your information!

Kari Coultis

Attorney at Law

Founder and Managing Attorney

Refreshingly Uncomplicated

Getting started is all handled online via eSign and online payment.

We personally guide you though information gathering.

Final documents are signed and notarized in our Wichita, Kansas office

or are mailed to you to be signed at your convenience.

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We will not spam, sell, or rent your information!

Comprehensive Estate Planning

Comprehensive Estate Plans

Revocable Living Trusts

Powers of Attorney

Advance Health Care Directives

Last Wills and Testament

Special Needs Trusts

Irrevocable Special-Use Trusts

 

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We will not spam, sell, or rent your information!

Start Your Planning Today!

Protect your family and assets from the comfort of your own home

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We will not spam, sell, or rent your information!

Other Practice Areas

Estate Planning

Our experienced attorneys provide guidance on wills, trusts, and powers of attorney to protect your assets and provide for your loved ones.

Trust & Estate Administration

We guide you through every step, from inventorying assets to making distributions, ensuring you fulfill legal obligations and honor the deceased’s wishes.

Guardianships & Conservatorships

Our attorneys guide you through the process, advocating for the best interests of the individual in need of guardianship.

Probate

We guide you through the probate process, ensuring that your loved one’s estate is managed with care and respect.

Frequently Asked Questions

What is our general process?

We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:

* The first step is to attend an informational session. You’ll fill out a confidential questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our fixed fees. When you are ready to move forward, we’ll provide you an engagement agreement and invoice, both of which can be executed online.

* Next is your design meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your confidential questionnaire. After this session, we’ll draft your documents and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person signing ceremony.

*Your signing ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office. If coming to our office to sign isn’t convenient, we can mail signature copies to you with instructions for signing.

What are the initial steps to get started?

When you are ready to move forward, whether during your initial informational meeting, or later, just let us know. We can send you an engagement agreement to sign or send you one via our client portal and an invoice via our secure online payment provider. Once these housekeeping items are taken care of, we’ll proceed with your design meeting.

What kind of information do you need from me?

We will need information on what kind of assets you own (house, retirement account, life insurance, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we need answers to questions about your personal estate planning preferences, including:

* Who you would want raising your minor children if something happened to you and your spouse or partner.

* Who you want to be in charge of your children’s money until they are old enough to mange it themselves.

* Who you want making medical and financial decisions for you in the event of your incapacity.

Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.

What is estate planning?

Estate planning is simply the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is simply a bundle of all the documents needed to accomplish these objectives.

If you don’t currently have a will or trust, you may think you don’t have an estate plan…. but you do. It’s just that the State of Kansas has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own wishes in place.

How much does estate planning cost?

It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. We discuss our fees and process at length in the informational meeting, after we have counseled you on all your options. We do not discuss our fees outside of this meeting.

We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as transparent and fair as possible. For that reason, we offer fixed fees as opposed to billing by the hour, so you know exactly what your investment will be.

How long does the process take?
Our process is designed to have your estate planning documents signed within 6-8 weeks of your design meeting. It depends in part on your schedule and how long it takes for you to review your draft documents.
Can I sign my documents electronically?
No. Wills, trusts, and other estate planning documents need to be signed with very specific formalities or they will not be considered legally valid. That means signing in person, in front of two witnesses and a notary (which we provide if you sign in our office). The witnesses are there to confirm you are lucid and not under duress, and the notary is there to confirm you are who you say you are. Any changes you make to your documents in the future will need to be executed with the same legal formalities.
What kind of clients do you accept?
We take on a limited clientele each month so we can offer a high level of service to each family. We work with people who value our advice and are seeking a long-term working relationship. If you are looking for the cheapest attorney you can find, do not want to devote time to learning about and understanding your options, or do not feel comfortable completing the confidential questionnaire before our session, we are not the right law firm for you and would be happy to refer you to an attorney who may be a better fit.
Why do I need a revocable living trust?

You have two options with your estate planning: a will-based plan, or a revocable trust-based plan. The vast majority of my clients choose a revocable living trust. A living trust is a document where you appoint a chosen individual to manage your assets should you become incapacitated and distribute them to your family at your death. It is almost always preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid.

It comes as a surprise to many of my clients that wills do not avoid probate court…they guarantee it!

I go over the difference between a will and a revocable trust in depth during the informational meeting.

What is probate?

Probate is the court-supervised process of administering your estate upon your death. If you die without a will, your estate must go through probate before all your money can be distributed to your heirs. And if you die WITH a will…your estate still has to go through probate! The best way to avoid probate is with a revocable living trust.

What’s so bad about probate? Even a simple probate can take years to complete and eats up as much as 5-10% of the estate assets in the meantime. It’s also a public proceeding that makes your will, your personal information, and the personal information of your heirs and beneficiaries available to anybody who wants to look at it.

Although a will is subject to the probate process, a revocable trust is designed to bypass it completely.

Is a simple Will enough?

Unfortunately, even a simple will is still subject to the expense and delays of probate. It’s not the complexity of the document that causes the time and expense, it’s the probate process itself. For this reason, most of my clients choose to create a revocable trust instead of a will, which is designed for simplicity and to avoid the probate process completely.

However, as part of an overall, comprehensive estate plan, a special “pour-over” will is used in conjunction with a revocable trust.

Isn’t estate planning just for the wealthy?

No. This is the biggest myth out there. Estate planning is in no way related to how much money you have, whether you are a married, or whether or not you are a parent.

Estate planning in putting legal documents in place that ensure your assets will go to the people you want, the way you want, when you are gone. It’s about making this as easy as possible on your loved ones during an otherwise difficult time. And we all care about that, no matter how much (or little) money we have.

It’s also about appointing people to manage your property and make health care decisions for you if you are incapacitated, something that matters to all of us regardless of wealth status.

What is a power of attorney?

A power of attorney lets you appoint someone to manage your property in the event of your incapacity. You will name someone you trust implicitly as your “agent”. They will step into your shoes and pay your bills, file your taxes, manage your business, etc. if you cannot.

We include a power of attorney for each spouse in every estate plan we create.

What is a health care power of attorney?

A health care power of attorney allows you to appoint someone you trust to manage your medical decisions should you be unable to do so. A living will (not to be confused with a revocable living trust or last will and testament) allows you to make certain medical decisions regarding end-of-life decisions, ahead of time.

We include a health care power of attorney and living will for each spouse in every estate plan we create.

What if I need to update my estate planning documents?

No problem! A revocable trust can be changed or revoked entirely as long as the creator is alive and has mental capacity to do so. Any will can also be changed through an amendment (called a “codicil”).

All other estate planning documents (power of attorney, health care proxy, etc.) are typically recreated as it is more cost-effective.

The main point is that your documents can (and probably will be) updated as your life, your assets, and the law change.

I’m not married – do I need an estate plan?
Yes! In some ways, you need estate planning MORE than married folks. Many non-married individuals want to leave their money to charities and friends, not their closest living relative. Unfortunately, if you die without getting this in writing, your estate could end up in the hands of that distant cousin you’ve met twice. And it’s important for everyone to have a Health Care Power of Attorney and Financial Power of Attorney.
How can I make sure my kids don’t get a big check on their 18th birthday?
Great question! I have yet to meet a parent who actually wants their kids to inherit a big lump sum on their 18th birthday (which is the age you are legally entitled to inherit). Yet, that is exactly what will happen if you don’t get an estate plan saying otherwise. The good news is that with a trust, you can choose a later age for your kids to inherit – say 25, or 30. You have lots of options. We’ll discuss them at your design meeting.
How do I nominate legal guardians for my children?

You nominate legal guardians for minor children in a will, or in your revocable living trust. If you pass away without nominating guardians, a judge will make the decision for you. You also run the risk that family members will fight over who gets custody because you didn’t make your preference clear.

Can’t I just do my will on Legal Zoom?
You can. Keep in mind that Legal Zoom and law firms are two different things. They provide two different services. This is why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. They are not a law firm and do not give legal advice. An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. They will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are important to you, you should work with an attorney. If they are not, Legal Zoom may be a better option.
Do you work with families in all 50 states?

Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. Our attorneys are licensed in Kansas. If you live in Kansas, we can prepare your estate planning documents. If you do not, message us, and we will be happy to refer you to an attorney licensed in your state.