Estate Planning Made Simple
Many people put off estate planning because they think it's complicated, expensive, or only for the wealthy. At Tacoma Wills & Trusts, we've streamlined the process to make it easy and affordable for everyone. Our straightforward 3-step approach takes the stress out of planning for your family's future.
Schedule Your Consultation
The first step is reaching out to schedule your initial consultation. You can call our office or use our online contact form—whichever is most convenient for you.
During our initial conversation, we'll:
- Learn about your family situation and goals
- Discuss the types of documents you may need
- Answer any initial questions you have
- Schedule your planning meeting (phone or in-person)
Complete Your Questionnaire
Before your planning meeting, we'll email you our comprehensive estate planning questionnaire. This helps us make the most of our time together and ensures we don't miss any important details.
The questionnaire covers:
- Personal and family information
- Assets and property you own
- Beneficiary and guardian preferences
- Healthcare and end-of-life wishes
- Special concerns or circumstances
Don't stress about completing it perfectly! The questionnaire is a starting point—we'll work through any gaps or uncertainties together during your planning meeting.
Meet, Plan & Execute
This is where everything comes together. During your planning meeting, we'll discuss your unique situation in detail and develop a customized estate plan that meets your needs.
After our meeting:
- You'll receive a summary of our discussion and recommendations
- We'll provide a clear, flat-fee quote for your estate plan
- Once approved, we'll draft your documents
- You'll review the drafts and request any changes
- We'll schedule your signing appointment to execute the documents
What Your Estate Plan May Include
Every estate plan is customized to your needs, but typically includes:
Revocable Living Trust
Avoid probate, maintain privacy, and ensure smooth asset transfer to your beneficiaries.
Last Will and Testament
Name guardians for minor children and distribute any assets not covered by your trust.
Financial Power of Attorney
Authorize someone you trust to manage your finances if you become incapacitated.
Medical Power of Attorney
Designate someone to make healthcare decisions on your behalf when you cannot.
Living Will / Healthcare Directive
Document your wishes for end-of-life care and medical treatment preferences.
Funeral Directives
Specify your wishes for final arrangements, relieving your family of difficult decisions.
How Long Does It Take?
Most estate plans are completed within 2-4 weeks from your initial consultation. The timeline depends on the complexity of your plan and how quickly you're able to review and approve drafts.
Week 1
Consultation & Questionnaire
Week 2-3
Drafting & Review
Week 3-4
Signing & Execution
Need to expedite the process? Let us know and we'll work with you to meet your timeline.
Transparent, Flat-Fee Pricing
We believe in transparent pricing with no surprises. After your consultation, you'll receive a clear, flat-fee quote that covers everything—drafting, revisions, and execution. No hourly billing, no hidden fees.
Visit our Packages and Pricing page for more information, or contact us for a personalized quote based on your specific needs.
"The process was so much easier than I expected. Nick explained everything clearly and made sure I understood each document before signing. I finally have peace of mind knowing my family is protected."
"I'd been putting off estate planning for years because I thought it would be complicated and expensive. Tacoma Wills & Trusts made it simple and affordable. I wish I'd done it sooner!"
Ready to Get Started?
Don't put off protecting your family any longer. Contact us today to schedule your free consultation and take the first step toward peace of mind.