Estate Planning & Probate

Who is Estate Planning For
This is for you if you want to:
- Make sure your assets go to the right people
- Name the right person to handle your affairs if you’re alive but can’t act
- Avoid confusion and reduce family conflict
- Plan for minor children (guardians + how money is managed)
- Keep things straightforward or handle a situation that’s more complex
- Get a plan that matches how things really pass in life (beneficiaries, joint ownership, TOD)

What EQUES® Does
EQUES build estate plans that fit your situation, simple when it can be, stronger when it needs to be.
The core documents we typically prepare are:
- Last Will and Testament: Names who’s in charge (executor), who receives what, and guardians for minor children.
- Durable Financial Power of Attorney: Names who can handle financial and legal matters if you can’t.
- Health Care Power of Attorney: Names who can make medical decisions and talk to doctors if you can’t.
- Living Will: Tells doctors your wishes in specific end-of-life situations.
- Trusts (Revocable Living Trusts): Useful especially when planning for management, privacy, multi-state property, or certain family dynamics.
- Transfer-on-Death (TOD) for Ohio Real Estate: A good fit to avoid probate for a specific property.
- POD / Beneficiary planning (banks, retirement, life insurance): We help you align these with your plan; you typically update them with your financial institutions.
- Family Holding Companies (LLCs): Especially useful if you own multiple LLCs or shared family assets.
We’ll recommend the right level for your situation. If your goals are simple, we keep it simple. If your facts require more protection, we’ll tell you early and explain why.

How It Works
Step 1 — Submit a Consultation Form: Tell us your basics and what you want to accomplish.
Step 2 — Complete the Pre-Consultation Form Online or On Paper: We will send you a link or paper form to complete core information about your estate and plan.
Step 2 — Meet with an Attorney: We confirm your goals, explain your options, and identify the right tools.
Step 4 — We draft Your Documents: You’ll get clear drafts and we’ll handle the details that most people miss.
Step 5 — Signing + Next Steps: We sign, provide copies, and give you a practical next-steps list (like beneficiary updates and asset alignment).

Ask about doing a "One and Done" Meeting as well. If you are busy, in a rush, or just want to sit down and do a single meeting, our attorneys can draft up standard estate document in a single 2 hour meeting.