The Essential Estate Planning Package is perfect for most families. It provides peace of mind by providing 2 wills, 2 financial powers of attorney, 2 medical powers of attorney, and 2 physician's directives. This package will handle 99% of most families' needs and does so economically.
The Will allows you to memorialize your last wishes and directions for your estate, allows you to name guardians for your minor children, set up basic contingent trusts for them to make sure they are taken care of if something should happen to you and your spouse. NOTE: If you have a complicated plan for your will or if you have a very high net worth, there may be additional charges or this basic package may not be for you. We can still help, but a different package may be necessary. Please contact Joel to discuss options if you are either situation.
The power of attorney allows you to designate someone to make financial and property decisions for you if you are unconscious or others unable to do so. The medical power of attorney allows you to appoint someone you trust to make important medical decisions for you if you cannot. Both powers of attorney are "springing" documents, meaning they are only effective when you need them.
Last, the physician's directive allows you to express your wishes on how you will be treated if you have a terminal or irreversible condition and are expected to die. This package will give you peace of mind, and it's affordable! Check this off your list today!
Estate Planning Package (Couple)
Once you purchase the package, you will download the Questionnaire that will guide you through the process of answering all of the important questions to allow us to draft your will, powers of attorney, and physician's directives. Once you send the Questionnaire back, we will draft the documents and email you drafts. You then reveiw them to ensure that they reflect your wishes. If corrections are needed, they are made. Once final, we will work with your to set up a safe execution that is is mindful of today's social distrancing restrictions.