Questions people ask us

› Is my information secure?

Yes. Your answers are encrypted in transit, stored in your law firm's isolated private database, and visible only to the legal team preparing your documents. ID photos used for auto-fill are processed and immediately discarded — they are not stored.

› What does per stirpes mean?

Per stirpes is a way of distributing an inheritance: if a beneficiary dies before you, their share passes down to their own children rather than being split among your surviving beneficiaries. Example: you leave everything to your two children per stirpes; if one child predeceases you, that child's half goes to their kids.

› What happens after I finish the questionnaire?

A licensed attorney reviews your answers, prepares your documents, and contacts you within one business day if anything needs clarification. Once payment is complete you receive your finished documents with clear signing instructions (many estate documents require witnesses and/or a notary).

› What is a durable power of attorney?

A durable power of attorney lets someone you trust (your "agent") handle financial and legal matters on your behalf — paying bills, managing accounts, signing documents. "Durable" means it keeps working even if you become incapacitated, which is exactly when it matters most.

› What is a healthcare surrogate?

A healthcare surrogate is the person you authorize to make medical decisions for you if you cannot speak for yourself. Doctors will consult this person about treatment choices. Pick someone who knows your values and can stay calm under pressure.

› What is a living will?

A living will is a written declaration of your wishes about end-of-life care — for example, whether you want life-prolonging procedures if you are in a terminal condition with no reasonable chance of recovery. It guides your family and doctors so they are not forced to guess.

› What is a personal representative (executor)?

A personal representative — called an executor in many states — is the person named in your will who carries out your wishes: gathering assets, paying final bills, and distributing what remains to your beneficiaries. In Florida the legal term is "personal representative".

› What is a revocable living trust?

A revocable living trust is a legal arrangement that holds your assets during your lifetime and passes them to your chosen beneficiaries when you die — usually without going through probate court. "Revocable" means you can change or cancel it at any time while you are alive. You typically act as your own trustee and name a successor trustee to take over if you become unable to manage things.

› What is a successor trustee?

A successor trustee is the person (or institution) who steps in to manage your trust if you become incapacitated or pass away. They distribute assets to your beneficiaries according to your instructions. Choose someone responsible and organized — a trusted family member, friend, or a professional fiduciary.

› Why does my county matter?

Your county of residence determines which circuit court would handle probate matters and which local recording requirements apply to documents like deeds. That is why we ask for it during intake — it goes directly into several of your documents.