Frequently Asked
Questions

PlanFromHome is designed to streamline the process of creating an estate plan for those with a certain amount of assets and uncomplicated goals. Usually our attorneys can gather the information we need and answer all of your questions within the 30 minutes allotted to your case. However, we understand that every client’s needs are different, and therefore we do offer additional attorney time at an hourly rate. As a client of PlanFromHome you can book as much of this time as you feel you need.

Yes! PlanFromHome was designed using new technology and taking advantage of recent changes in the law to create a process that will let you create your entire estate plan, from speaking with an attorney to signing your documents, all from the comfort of your own home. You’ll even still get a physical copy of your entire estate plan once complete.

The average time to complete an estate plan is between 1-2 months, and it will depend on the plan you choose and your schedule, as you’ll need to book time to both meet with the attorney and sign your documents, both remotely.

Plan From Home offers all clients a no questions asked money back guarantee that is valid up through their video strategy session with the attorney.

This is a question to discuss with your attorney. Trusts can hold most assets, but it may not make sense to put everything into your trust right away. Your attorney will advise you on the best way to structure your trust so that it provides the maximum benefit based on your circumstances.

Yes. With a revocable living trust the creator of the trust typically acts as trustee throughout their lifetime and can add or remove assets from the trust whenever necessary. The trust can also be completely revoked if desired.

Trusts are an excellent estate planning tool that provide many useful benefits such as:

• Added control: Include conditions or milestones in your estate plan that must be met prior to assets being distributed, such as “to Johnny, but only after he graduates college.”

• • • • Divorced? A living trust can ensure that there is separation between your finances and your ex, should you ever pass away and they become the sole guardian of your children.

• Avoid probate: Probate is the process of wrapping up one’s affairs through the state court system. This process can be costly and often involves long delays between when someone passes and when their heirs can receive and benefit from the estate. A living trust will avoid this process for all assets in the trust, immediately granting access to them by your beneficiaries at the time of your passing.

• • • Own property? Run a business? Chances are you don’t want a months or longer delay between when you pass away and when your heirs can step in and manage these assets. If you find yourself in this situation you should strongly consider using a living trust.

Your estate planning documents should be reviewed every five years or earlier if you experience a life change such as:

• • A change in your family dynamic (new child, divorce, etc.)
  • A change in your assets (big windfall, new business, etc.)
  • A change in who you want to receive your assets
  • A change in who you want to administer your estate after you pass away.

Not necessarily. The laws of the country that holds your other assets will determine how they can be distributed when you pass away, and as such it’s best to speak with an attorney in that jurisdiction regarding an estate plan specifically for these overseas assets.

In these situations it’s crucial to work with an attorney and set up an estate plan that is legally valid and precludes anyone from attempting to manage your estate in any way other than your desired plan. Make sure to explain your concerns to the attorney when you speak with them and they will advise on how to make sure future disputes are avoided.

No. Wills must go through the probate process to confirm their validity. If you’re concerned about probate you should consider using a living trust to avoid it.