Know exactly where your family stands — right now.
Talk to Sage. In about 10 minutes, she'll map your family's assets, identify planning gaps, and deliver a personalized Estate Snapshot — so your first attorney conversation is strategy, not orientation.
Asset Inventory — what you own and how it's currently held
Probate Exposure Estimate — assets that may be subject to probate
Planning Gaps — areas families in similar situations often overlook
Questions to Ask an Attorney — so your first meeting is strategy, not orientation
Attorney Match — qualified estate planning attorney in your state, when you're ready
$84T
Wealth transferring now — most families have no plan
76%
Of Americans die without a will or trust in place
$340K
Average probate loss per family — often preventable
Important: Your Estate Snapshot is educational and informational only — not legal advice. Trust Love is not a law firm.
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Estate Snapshot · Educational · Not Legal Advice
Marcus & Diana Washington
Generated: TodayMarylandPrepared by Sage · Trust Love Assist
Planning Track
CONCIERGE
est. $450K
Est. Probate Exposure
Approx. based on responses — actual exposure requires attorney evaluation
Without a trust structure, the Washington estate may be exposed to probate proceedings. Families in similar situations commonly explore trust-based planning to protect assets and ensure orderly transfer.
Minor Children Present — Guardian Designation
With minor children in the household, guardian designation and minor's trust provisions are commonly addressed in estate plans. An attorney can help determine appropriate protections.
Business Ownership — Succession Planning
Business ownership introduces succession planning considerations. Families in similar situations often address buy-sell agreements, valuation, and ownership transfer as part of their estate plan.
Blended Family Dynamics
Blended family situations often involve additional planning considerations around inheritance rights, step-children, and equitable distribution.
Family Profile Summary
Marital Status
Married — blended family
Children
Minor & adult children
Real Estate
Primary home · Maryland
Business
Business owner
Existing Trust
Considering it
Current Documents
None confirmed
Urgency
Urgent — recent event
Planning Track
CONCIERGE
Questions to Ask Your Attorney
Given our business and minor children, what trust structure best protects our family?
How do we ensure children from prior relationships are treated equitably?
What happens to our business if both of us are incapacitated — do we need a buy-sell agreement?
How do we structure guardian designations and financial provisions for our minor children?
What is the likely probate timeline and cost in Maryland given our current asset profile?
Recommended Next Steps
1
Schedule a strategy session — Your matched Trust Love attorney receives this snapshot before your first meeting, so you skip orientation and go straight to strategy.
2
Gather financial documents — Account statements, property deeds, business agreements, and any existing estate documents will accelerate your first attorney meeting.
3
Review guardian preferences — With minor children in the household, discussing guardian preferences before the attorney meeting will help your session go further.
Est. Probate Exposure
est. $450K
Approximate figure based on your responses. Actual exposure depends on many factors only a licensed attorney in your state can evaluate. National averages suggest probate costs 3–7% of estate value over 12–18 months; actual ranges vary significantly by state.
Your situation warrants specialized attention
Marcus & Diana, your snapshot reveals complexities that benefit significantly from specialized legal guidance. A Trust Love attorney in Maryland can help.
About This Snapshot Educational and informational only — not legal advice. Trust Love is not a law firm.
Data Sharing: If you connect with an attorney through Trust Love, this snapshot will be shared with the attorney(s) you select.
Trust Love
Intake
👥Active Intakes3
⚡Needs Review1
Practice
📅Scheduled
✅Completed
📊Analytics
Account
⚙️Settings
Niecy Williams, Esq.
Estate Planning · MD/DC/VA
Active Intakes
Families who completed the Sage intake — ready for your review
3
Active Intakes
This month
1
Needs Immediate Review
CONCIERGE track
2
Awaiting Response
New this week
$1.2M
Pipeline Exposure
Est. probate at risk
FamilyTrackRisk LevelReceived
Washington Family
Marcus & Diana · 2 children · Maryland
Married, minor kids, business owner, blended family
CONCIERGE
● High
NEW
2 hrs ago
Chen Family
Robert & Helen · 3 children · Virginia
Married, minor children, owns home, no existing plan
ATTORNEY
● Medium
NEW
1 day ago
Thompson
Sandra · 2 adult children · Washington DC
Single, adult children, primary home, has will
SELF-SERVE
● Lower
3 days ago
Washington Family
Marcus & Diana Washington · Maryland · 2 hours ago
CONCIERGE
Areas for Attorney Review
No Trust Structure — Full Probate Exposure
Estate currently unprotected. Attorney may wish to evaluate revocable living trust options given the size and complexity of the Washington estate.
Minor Children — Guardian & Minor's Trust
Attorney may wish to evaluate guardian designation and minor's trust provisions. Family has not confirmed existing documents.
Business Ownership — Succession Planning
Business interest may require valuation, buy-sell agreement review, and succession planning as part of the estate structure.
Blended Family — Equitable Distribution
Children from prior relationships may introduce inheritance complexity. Attorney may wish to evaluate appropriate structuring.
Complete Intake Data
Trigger Event
Parent had a health scare
Marital Status
Married — blended family
Has Children
Yes — minor & adult
Special Needs
None identified
Owns Property
Yes — primary home
Multi-State
One state
Business Owner
Yes — I own a business
Irrevocable Trust
Considering it
Blended Family
Yes
Est. Estate Value
$500K – $1M
Existing Documents
Nothing in place
Urgency Level
Urgent — recent event
State
Maryland
Recommended Track
CONCIERGE
est. $450K
Estimated Probate Exposure
Payment Readiness
✓
Family understands planning involves professional fees
✓
Flexible payment options mentioned
✓
Family requested attorney contact
Your payment terms are entirely your own — Trust Love does not set or influence attorney fees.
UPL Notice
This intake summary is informational only and does not constitute legal advice. All legal analysis and recommendations are the exclusive responsibility of the licensed attorney.
Demo Step 1 of 3
Watch Sage guide the Washington family through intake. The conversation is auto-playing.