The Essential Estate Planning Package that covers both parents and your new adult. This is the package for everyone in the family. It provides peace of mind by providing 2 wills, 2 financial powers of attorney, 2 medical powers of attorney, and 2 physician's directives for parents. It also provides our Premium New Adult Package for your new young adult which includes a will, financial power of attorney, medical power of attorney, and a HIPPA authorization. This package addresses the parents needs, and also those of your young college students and other new adults. The normal price for both packages separately is $1,045.00. This package saves you $150.00.
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.
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.
The HIPPA Authorization is important for your new adults to ensure that parents can get access to their protected health care information. They may always be your baby, but once they turn 18 they are "adults" in the eyes of the law.
This is the best value for parents and new adults. Don't put it off.
Download both questionnaires on the download's page here.
Estate Planning Package Combo (Parents & New Adult)
Once you purchase the package, you will each 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, physician's directives (parents), and HIPPA Authorization (young adult). 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.