Estate Planning Attorney In Leawood, Kansas

You can. Most of the plans we're asked to fix started on LegalZoom. The forms don't account for Kansas law, your family's specific situation, or how your documents need to interact with each other. Mistakes usually surface after someone has died, which is when they can't be fixed anymore. Saving $1,500 up front regularly costs a family $15,000 or more on the back end.

Simple Will Package: $495 individual, $895 couple. Revocable Living Trust Package: $1,995 individual, $2,495 couple. Each package includes the core documents, the will or trust, financial and medical powers of attorney, healthcare directive, and HIPAA authorization. Trust packages also include deed preparation and trust funding assistance. If your estate is complex enough to need additional planning, we'll tell you on the first call and quote the difference before we start.

Yes, we fix these regularly. Depending on what's in there, we may be able to salvage parts of it, or we may need to rebuild from scratch. Either way, you walk out with a plan that actually works in Kansas when your family needs it to.

About four weeks, start to finish. Consultation runs 45 to 60 minutes. Drafting takes 10 to 14 days. Review and revision adds 3 to 5 days. Signing is 30 to 45 minutes. If you have a surgery or a trip coming up and need to move faster, tell us on the first call.

Sometimes. Trusts avoid probate, keep things private, and handle incapacity, but they're not always the right answer. On the first call we'll tell you honestly whether a will-based plan is enough for your situation. We don't upsell anyone into a trust they don't need. If the $495 will package fits, that's what we'll recommend.

Yes, and we do this often. We'll look at what you have, identify any gaps or outdated provisions, and tell you whether an update is needed or whether a rebuild makes more sense. If your current plan is solid, we'll tell you that too. The review is its own conversation, not a sales pitch for a new plan.

Monday through Friday, 8:00 AM to 5:30 PM. Calls are returned within 60 minutes during business hours, usually faster. Our office at 4901 W 136th St in Leawood has 45 free parking spaces including 6 ADA-accessible spaces, and everything is on the ground floor.

A rough list of your assets and their approximate values. Information about your family, spouse, kids, anyone you want to benefit or protect. Any existing estate planning documents even if they're outdated. And whatever questions have been sitting with you. You don't need to have it all organized. That's part of what the consultation is for.

A will takes effect when you die and sends your estate through probate, which in Johnson County runs 8 to 12 months and costs 3% to 7% of the estate. A revocable living trust takes effect the moment you sign it, lets you manage your assets while you're alive, handles things if you become incapacitated, and transfers assets to your family without court involvement. Most comprehensive plans actually use both: a trust for your assets, and a pour-over will as a backup.

You put your assets into the trust, and the trust document spells out who manages them, when, and for whom. While you're alive and capable, you're usually your own trustee, meaning you control everything exactly like you do now. If you become incapacitated or die, your named successor trustee takes over, following the instructions you wrote. Because the trust owns the assets, not you personally, nothing has to go through probate when you die.

A revocable trust can be changed or canceled by you at any time. You keep full control. But because you control it, it doesn't protect you from creditors and it doesn't reduce estate taxes. An irrevocable trust, once signed, can't easily be changed. You give up control. In exchange you can get real creditor protection and estate tax reduction, which matters for high-net-worth families. Most Kansas families are served well by a revocable trust. We use irrevocable trusts for specific planning objectives when they fit.

Most of them. Real estate, bank and brokerage accounts, business interests, and tangible personal property should be retitled into the trust's name. Retirement accounts (IRAs, 401(k)s) and life insurance policies work differently: don't retitle these, but do name the trust as beneficiary when appropriate. The single most common trust failure we see is a trust that was signed but never funded. An empty trust is a piece of paper. We handle the funding paperwork with you so it actually gets done.

Estate planning is the legal work of deciding who gets your assets, who makes decisions for you if you can't, and who raises your kids if you're not there to. At a minimum it's a will or trust, powers of attorney for financial and medical decisions, and a healthcare directive. A good plan makes sure the people you love aren't forced into court to untangle your affairs, and that your wishes actually get carried out.

Anyone over 18 who owns anything or cares about anyone. That's not an exaggeration. A 22-year-old with a checking account and a car needs powers of attorney so parents can help if there's an accident. A homeowner needs to keep their house out of probate. A parent needs to name guardians so a court isn't doing it. Wealth level is mostly irrelevant. The question isn't do I have enough to plan for, it's do I care who decides when I can't.

Now, if you don't already have a plan, or if the one you have is more than 5 years old. The trigger events are obvious: marriage, divorce, new kids, new home, new business, new state of residence, new diagnosis. But the biggest reason people finally do it is turning 40 or watching a parent's estate fall apart. Don't wait for that.

A will or revocable living trust (or both). A durable financial power of attorney. A durable medical power of attorney. A healthcare directive (living will). HIPAA authorization. Guardian nominations if you have minor children. For trust-based plans, at least one deed and a schedule of trust assets. For clients with specific needs, we also draft irrevocable trusts, business succession documents, and beneficiary designation coordination.

Kansas intestacy law decides everything you didn't. The court appoints an administrator you never chose. Your assets go to relatives in a state-mandated order, which frequently isn't who you would have picked. Unmarried partners get nothing. If you have minor children, a judge decides who raises them with input from whoever files first. And the whole thing goes through full probate in Johnson or Wyandotte County, which takes 8 to 12 months and typically costs your family $10,000 to $15,000 or more.

Probate is the court-supervised process of validating your will, paying your debts, and distributing what's left. In Johnson County it happens at the district court in Olathe. For Wyandotte County it's the Kansas City KS courthouse. Straightforward probates take 8 to 12 months. Contested ones can take years. The estate pays court fees, publication costs, attorney fees, executor fees, and sometimes appraisal fees, typically 3% to 7% of the estate's value. It's all public record.

The strongest tool is a properly funded revocable living trust. Assets titled in the trust's name skip probate entirely. Supporting tactics include transfer-on-death designations on bank and brokerage accounts, transfer-on-death deeds on Kansas real estate, beneficiary designations on retirement accounts and life insurance, and joint ownership with right of survivorship (though that one comes with trade-offs). A trust without funding doesn't avoid probate, which is where most DIY plans collapse.

For a revocable living trust, you're usually your own trustee while you're alive and capable. Nothing changes about how you manage your money. The important choice is your successor trustee, the person who takes over if you're incapacitated or die. Pick someone financially responsible, organized, trustworthy, and capable of handling family dynamics. An adult child, sibling, or close friend is common. For complex estates or situations where family conflict is likely, a corporate trustee is sometimes the better call.

Whoever you want to leave your assets to. Spouse, kids, grandkids, siblings, friends, charities, any combination. The more important decisions are usually the structural ones: do you leave assets outright, or in trust? Do you treat kids equally, or according to need? Who inherits if a primary beneficiary dies before you do? We walk through these choices with you in the consultation.

Pick the person you'd actually want raising your children, not the person you think you should pick. Shared values matter more than shared bloodline. Consider parenting style, stability, age, geography, and whether your kids already know and trust them. Name at least two alternates in case your first choice can't serve. Then talk to every person you've named before you finalize the plan. A guardian nomination no one agreed to is a problem waiting to happen.

In Kansas, yes, with one exception: you can't fully disinherit your spouse. Kansas spousal elective share law gives a surviving spouse the right to claim a portion of the estate regardless of what your will says. You can disinherit anyone else, but the language has to be explicit: "I intentionally make no provision for [name]" is the standard formulation. Silence isn't enough and gives disinherited family members grounds to challenge the will.

Yes. They cover different decisions and they're governed by different Kansas statutes. The financial POA authorizes someone to handle money: pay your bills, access your accounts, sign your tax return. The medical POA authorizes someone to make healthcare decisions. The two roles can go to the same person or to different people, but you need both documents. A financial POA does nothing in an ICU, and a medical POA does nothing at the bank.

Without planning, assets may pass to whichever spouse technically died second, and then to their family, which may not be the outcome either of you wanted. Proper estate plans include simultaneous death provisions that establish a clear order of assumed succession, contingent beneficiary designations that reach past the primary, and backup guardians for minor children. It's a morbid scenario to think about. It's also exactly the kind of thing estate planning exists to handle.

Blended families need more careful drafting than traditional ones because the default "leave everything to spouse, then to kids" structure can accidentally disinherit kids from a previous marriage. Tools we use include QTIP trusts (spouse gets income for life, your kids inherit the remainder), irrevocable life insurance trusts that protect specific beneficiaries, and clear separation of premarital from marital assets. The goal is usually to take care of the current spouse without cutting out the kids from before.

You need both a personal estate plan and a business succession plan, and they need to talk to each other. Succession planning usually involves a buy-sell agreement (what happens to your share if you die, become disabled, or leave), business valuation for tax and buyout purposes, key-person life insurance to fund the buyout, and coordination with your personal plan so the business doesn't get liquidated to pay estate taxes. Gary's M.B.A. in Finance and his Polsinelli transactional background matter on this one. Most estate attorneys don't speak the business-deal language fluently.

Real estate is probated in the state where it sits, not the state where you live. If you're a Kansas resident with a vacation home in Colorado and a rental in Arizona, your estate goes through three separate probates, Kansas plus two ancillary probates. Each one has its own attorney, court fees, and timeline. Total cost can exceed $20,000 and drag out two years. A revocable living trust that owns the out-of-state real estate eliminates every one of those probates.

Yes. For estates under the federal exemption (currently $13.61 million per person), the bigger opportunity is income tax planning: maximizing the step-up in basis at death, coordinating retirement account beneficiary designations, and strategically timing asset transfers. For estates above the exemption, we use lifetime gifting, irrevocable life insurance trusts, GRATs, QPRTs, and charitable remainder trusts. Gary's M.B.A. in Finance plus 27 years in estate planning means the tax side actually gets attention, not just the legal paperwork. Our clients have saved an average of over $500,000 in estate taxes.

Both pass through beneficiary designations, not through your will. That makes the beneficiary form on each account one of the most important legal documents in your estate. Common mistakes: naming your estate as beneficiary (forces the account through probate and accelerates income tax), naming a minor child directly (triggers court-supervised guardianship), or forgetting to update after a divorce. We review every beneficiary designation as part of the estate plan. It's also the reason life insurance trusts exist for families with larger estates.

Every 3 to 5 years at minimum, and immediately after any of these: marriage, divorce, remarriage, birth or adoption, death of anyone named in the plan, major asset change, business sale, move to another state, or significant health diagnosis. Kansas law changes periodically. Federal tax law changes more often. And financial institutions sometimes reject powers of attorney that are more than 5 to 7 years old. An outdated plan can fail exactly when you need it.

Since 1998, 5,407 estate planning clients across Kansas, including 1,134 families in Johnson County. 5,423 trusts, 1,257 wills, and 143 probate administrations. Our office is in Leawood, and we serve families throughout Johnson County (Overland Park, Leawood, Olathe, Lenexa, Shawnee, Prairie Village, and surrounding cities) and Wyandotte County (Kansas City KS, Bonner Springs, Edwardsville).