Confirm Planning Fit

This brief form confirms whether TrustYourEstate is the appropriate platform for your planning needs.

Are both spouses (if married) currently Delaware residents?

YesNo

What is your marital status?

MarriedSingleMarried with prior marriages / children from prior relationship

Estimated net worth per person (excluding life insurance)?

Under $2M$2M–$5MOver $5M per person

Do you own an operating business?

NoYes — minority interestYes — majority or controlling interest

Do you own real estate outside Delaware?

NoYes — one propertyYes — multiple properties

Do any of the following apply? (check all that apply)

Special needs beneficiaryNon-U.S. citizen spouseAnticipated federal estate tax exposureSignificant creditor exposure or pending litigationNone of the above

What are your primary planning objectives? (check all that apply)

Probate avoidanceGuardian planningIncapacity planningAsset coordinationBusiness continuity (basic)

Contact Information

TrustYourEstate

Structured estate planning for Delaware families.

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Legal

TrustYourEstate is a service of Sean C. Lucas, Esq., Attorney-at-Law. Attorney Advertising. Prior results do not guarantee a similar outcome.

Sean C. Lucas is admitted to practice law in Florida and New York, and in Delaware effective June 23, 2026.

By Appointment Only: 3604 Centerville Road, Wilmington, Delaware 19807. Greenville Office Coming Soon.

The information on this website is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed until a written engagement agreement is signed.