Frequently asked questions
Is an estate plan truly necessary if we don’t have children?
Absolutely! Couples without kids usually plan for their spouse to act as agent or health care advocate. But a well-formed estate plan will provide for you and your spouse in case you are unable to serve each other in these roles.
As spouses, aren’t we already entitled to each other’s assets and property?
Yes, however, estate planning documents are about much more than that. For example, your spouse is limited in what they can do to help you legally and financially unless you appoint them as your agent in a Durable Power of Attorney document.
A good estate plan is the difference between a seamless transfer of assets and a difficult probate.