Answers before you ever pick up the phone.

Usually, yes. Even with a fully funded trust, a "pour-over will" is typically recommended to catch any assets that weren't transferred into the trust before death, and to name guardians for minor children. Kolleen can walk you through exactly what your situation needs.

A will directs how assets are distributed after death and generally must go through probate. A trust can hold and distribute assets both during your lifetime and after death, and assets properly titled in a trust typically avoid probate entirely. Many Florida families use both together.

It depends on the estate. A simpler estate that qualifies for Florida's summary administration can sometimes be resolved in a few months. A formal administration with more assets, debts, or disputes can take a year or longer. Kolleen can give you a realistic timeline once she understands the estate.

Yes — this is often called "crisis planning," and there are still legitimate strategies available even after a care need has already begun. The options are more limited than proactive planning, so it's worth a consultation as soon as possible.

Costs depend on which documents you need and the complexity of your estate. Kolleen offers flat-fee pricing for many core estate planning packages, so you know the cost upfront before any work begins — ask about this during your free consultation.

Yes. Kolleen works with clients throughout Palm Beach County — including Tequesta, Palm Beach Gardens, North Palm Beach, and West Palm Beach — and meetings can be done online for added convenience.

Nothing is required to get started — the initial consultation is simply a conversation about your family and goals. If you have existing estate planning documents, a rough list of assets, or specific questions, feel free to bring them along.