Estate Planning & Senior Services, Built for Real Families.
Whether you're planning ahead or navigating a current need, we’re here to help. These FAQs cover the most common questions families ask us about wills, trusts, and senior care support.
Frequently Asked Questions
Do i need a trust if i already have a will?
A will outlines your wishes after death, but it must go through probate, which can be costly and time-consuming. A trust helps you avoid probate and gives your family faster, more private access to your assets.
Aren't trust's only for the wealthy?
Not at all. Trusts are for anyone who wants to protect their assets, avoid court delays, and make things easier for their family. In fact, a trust can save your family money and stress—no matter your income level.
What happens when i die without a will or trust?
The state takes over. That means a court decides who inherits your assets, who cares for your children, and how things are distributed, often not how you'd want.
What is a revocable trust?
It’s a flexible estate planning tool that allows you to manage your assets while you're alive and transfer them automatically after death, without probate.
Can i update my trust later?
Yes. Our system allows you to update your trust in real-time without having to go back to an attorney’s office and pay extra fees.
What is Senior Placement Services, and how does it work?
Senior housing placement is a free service that helps you find the right living arrangement for your loved one based on medical needs, preferences, and budget. We evaluate your situation and match you with trusted local communities that fit your unique criteria.
Do you charge for tours or consultations?
Nope! All our placement services, including facility tours and consultations, are completely free to families. We’re compensated by the senior communities, never by you, so you get unbiased guidance without pressure.
What types of senior living options do you help with? We assist with:
Independent Living – for active seniors who want community living without the burden of homeownership. Assisted Living – for those who need help with daily activities like medication, bathing, or meals. Memory Care and Skilled Nursing options are also available depending on your loved one's needs.
Do you charge for tours or consultations?
Nope! All our placement services, including facility tours and consultations, are completely free to families. We’re compensated by the senior communities, never by you, so you get unbiased guidance without pressure.
Can you help us schedule and attend tours?
Yes! We coordinate all tours and can even accompany you to help ask important questions, assess the community's culture, and ensure you’re seeing the best possible options.
We’re overwhelmed; can you help with the moving process too?
Absolutely. Our transition planning includes helping with downsizing, organizing movers, and creating a step-by-step plan to make the move as smooth and stress-free as possible. We're with you every step of the way.
How quickly can you help us move into a new facility?
Depending on availability and urgency, we've helped families move within 48–72 hours. Whether it’s a planned move or a last-minute crisis, we act fast to find safe, appropriate care.