Estate Planning FAQs & Resources for Virginia Families
Welcome to the Berdan Law Resource Center—your hub for clear, trustworthy answers about estate planning in Virginia. We believe that informed clients make the best decisions, so we’ve gathered the most common questions, straightforward tips, and practical guides to help you understand your options before ever picking up the phone.
Do I need a will or a trust?
That depends on your goals. A will is a basic document, but it still goes through probate. A trust helps avoid probate and gives you more control. We’ll help you understand the pros and cons.
What happens if I don’t have an estate plan?
If you die without a will or trust in Oklahoma, state law determines who gets your assets—and the people you care about most might be left out.
How often should I update my plan?
We recommend reviewing your plan every 3 years or whenever there’s a major life change like a birth, death, divorce, or new asset.
Is estate planning only for wealthy people?
Not at all. If you own a home, have children, or simply want to stay in control, estate planning is for you.
Do I need a will or a trust?
That depends on your goals. A will is a basic document, but it still goes through probate. A trust helps avoid probate and gives you more control. We’ll help you understand the pros and cons.
What happens if I don’t have an estate plan?
If you die without a will or trust in Oklahoma, state law determines who gets your assets—and the people you care about most might be left out.
How often should I update my plan?
We recommend reviewing your plan every 3 years or whenever there’s a major life change like a birth, death, divorce, or new asset.
Is estate planning only for wealthy people?
Not at all. If you own a home, have children, or simply want to stay in control, estate planning is for you.
How long does the whole process take?
From your first consultation to signed documents, most plans are completed within 4-6 weeks-depending on your pace and preferences.
What does the first meeting include?
It's 60-90 minutes focused on education. You'll learn how wills, trusts, guardianship, and powers of attorney work-then decide what makes sense for your family.
Do you offer payment plans?
Yes, we're happy to talk through options. We also work on a flat-fee basis, so you'll always know the cost up front.
Can I update my plan later?
Absolutely. Life changes, and your plan should keep up. We offer annual reviews and update support.
Estate Planning Basics
What does an estate plan include?
A complete plan covers your will, revocable living trust, power of attorney, and advance medical directive. Each plays a unique role—see our [Wills] and [Trusts] pages for more detail.
At what age or life stage should I start estate planning?
It’s never too early—once you own property, have savings, or start a family, it’s time to plan. Marriage, children, or a home purchase are common triggers.
How often should I review or update my estate plan?
Review every 3–5 years or after life changes like marriage, divorce, new children, or moving. Even if nothing major changes, regular check-ins keep your plan current.
Cost & Process
How much does it cost to get an estate plan in Virginia?
Berdan Law uses flat-fee packages, so you pay one transparent price for a full plan—no hourly billing, no surprises. Fees vary by complexity, but we’ll always quote and explain up front.
What’s the process for working with Berdan Law?
Start with a free consultation, review options, and then we’ll prepare drafts for your review. Signing is in-office with our notary and witness team. Unlimited questions and revisions are included.
What documents do I need to prepare for my first meeting?
Bring a list of assets, family members, and any prior documents (wills, trusts, POAs). Download our [Free Estate Planning Checklist] for a helpful start.
Wills vs. Trusts & Document Comparisons
What’s the difference between a will and a living trust?
A will takes effect after death and goes through probate; a living trust skips probate, offers privacy, and can control asset distribution during your lifetime and after. Many families use both—see [Wills] and [Trusts] for more info.
Do I need both a will and a trust?
Not everyone does, but most clients benefit from having both—your will covers guardians and any assets outside the trust, while your trust avoids probate for titled assets.
Can I just use an online will kit or do I need an attorney?
Online kits may not follow Virginia’s witness rules or address unique family needs. An attorney ensures legal validity, customizes your plan, and avoids costly mistakes.
Special Situations & Firm Scope
Does Berdan Law handle probate or only planning?
We focus exclusively on proactive planning to help clients avoid probate. If you need probate assistance, we’ll refer you to trusted local colleagues.
What if I already have a will from years ago?
It’s smart to review it—if your life, family, or property has changed, you may need updates. We offer will/trust review services and honest advice.
Can you help clients outside Hanover/Richmond?
Yes—we serve clients across Central Virginia and can meet remotely for those farther away. Licensed throughout Virginia.
Are services available in Spanish?
Absolutely—Michael speaks Spanish and can assist with documents and meetings in both English and Español.
Quick Estate Planning Tips
Always use a qualified Virginia attorney to ensure your documents meet state law.
Keep copies of your estate plan in a safe, accessible place.
Update your plan after major life events—don’t set it and forget it.
Let your agents and family know where to find your documents.
Guides & Checklists
Explore More:
Wills
Trusts
Special Needs Trusts
Power of Attorney
Advance Medical Directives
Blog
Still Have Questions?
We’re happy to help—contact us for a free consultation or send your question anytime. Berdan Law is here to guide you with clarity and care.