Estate Law Aid FAQ

You can create a will intake and starting summary. This workspace does not claim to create a valid signed will by itself.

Yes. You can describe what changed and what you want reviewed or updated.

This workspace can track document names/descriptions only. Use copies only and follow the secure-upload instructions when upload is available. Do not send originals.

You can start trust planning intake and gather trustee, beneficiary, asset, and funding questions.

You can describe the trust, amendments, restatement needs, and changes to discuss with an attorney.

The tool can organize facts and questions, but it does not tell you a trust is definitely needed or select a final trust type for you.

The starting point helps organize what may be worth discussing. Final advice should come from a licensed attorney.

It is a document that may allow someone to act for financial or legal matters. Requirements vary by state.

It is a document that may name someone to make health care decisions and record health care wishes. Requirements vary by state.

You can start a family-helper intake. Helping someone else may require authority and attorney review.

Family, beneficiaries, fiduciaries, assets, debts, existing documents, and concerns are a good starting point.

Real estate, accounts, retirement, insurance, business interests, vehicles, valuable property, digital assets, debts, and account titling and beneficiary notes.

Names, relationships, intended shares, specific gifts, backups, and special planning flags.

The system helps organize choices and backups. It does not decide who is legally best.

Guardian choices, backup guardians, beneficiary planning, and possible trust questions should be discussed with an attorney.

Business interests may require estate, tax/accounting, and succession review.

Out-of-state property may require additional planning and state-specific review.

Start with date of death, state/county, will/no-will facts, court papers, family, assets, debts, and deadlines.

Probate is a court-supervised process in many estates. The details vary by state and county.

Administration or other state-specific procedures may apply. Attorney review is often helpful.

A person named in a will who may be authorized by the court to handle estate administration.

A person who may be authorized by the court to handle an estate when there is no will or no executor able to serve.

Court-issued authority for an executor in many probate matters.

Court-issued authority for an administrator in many no-will or related estate matters.

The process of managing trust assets, notices, accounting, and distributions under the trust and applicable law.

Family conflict is an attorney-review flag.

In this workspace, use document descriptions only. Use document descriptions first and upload copies only when secure upload is available.

No. This site does not provide legal advice.

No. This site is not a law firm.

No. An attorney-client relationship begins only if you sign an agreement with a licensed attorney or law firm.

Attorney review may be important for disputes, deadlines, minors, real estate, business interests, special needs, tax/accounting issues, or probate court papers.

Yes. The first Estate & Probate Starting Point is free.

Other states and D.C. are planned for future rollout. Estate Law Aid currently focuses on New York and New Jersey first.

You can use the free starting path to organize the situation, identify likely next steps, and decide whether a draft, download, review option, or attorney contact is worth pursuing.

No. Downloads are working materials until the correct review and finalization steps are complete.