Individual Plan
A solid start if you are looking to secure your legacy plan and create a comprehensive set of documents to ensure you have a plan in place in case of emergency. Package includes:
Will
Power of Attorney
Healthcare Directive
HIPAA disclosure
TODDs for individual accounts.
This package is great for young adults who are adventurous or otherwise as higher risk of medical emergency who want a comprehensive health care directive and power of attorney in place. This plan is also an act of love for young people who want to shield their parents and other family members from the expensive and time consuming process of probate.
Spousal Plan
Includes everything in the basic package. Both spouses will have documents made that complement and work together cohesively.
Wills
Powers of Attorney
Healthcare Directives
HIPAA disclosures
TODDs for individual accounts.
This plan is great for spouses without kids looking to create stability and predictability in case of incapacity or death. These plans are a love letter to your spouse and to your families to ensure that you have a legal plan in place that can be followed if something happens to you.
Young Family Plan
Foundational set of documents to ensure your family is protected in case of emergency. Package includes:
Wills
Living Trust
Powers of Attorney
Healthcare Directives
HIPAA disclosures
Guardianship designations
TODDs for individual accounts and homestead
This plan is great for families who haven’t amassed a significant estate (yet) but want the peace of mind knowing they have a thoughtful plan in place for their children in the case of incapacity or death.
Family Plus Plan
Foundational set of documents to ensure your family is protected in case of emergency, plus more extensive estate planning to protect wealth and assets. Package includes:
Wills
Living Trust
Powers of Attorney
Healthcare Directives
HIPAA disclosures
Guardianship designations
TODDs for individual accounts, homestead, and other property holdings
Beneficiary designations for life insurance and retirement accounts
This plan is great for families who have multiple property holdings or higher net worth triggering special tax considerations. This package includes all of the Young Family Plan documents, plus additional trust and transfer designation drafting.
All packages can be customized with additional types of trusts and documentation to meet your families needs. Schedule a consultation and we will figure out the best plan for you
You can also gift a young family with their own legacy plan. Please include “gift” in your message if you are interested in purchasing a legacy plan for a young family you love.
