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Will and Durable Powers of Attorney Package
Customized Estate Plan
FWLG Maintenance Program
Do It Yourself!
Conservatorships
Estate Settlement

Will and Durable Powers of Attorney Package

Design, drafting and delivery of the following documents

  • Will
    • Personal Representative/Executor nomination
    • Guardian nomination
    • Specific distributions
  • Financial Power of Attorney
  • Advance Healthcare Directive

Customized Estate Plan

Design, drafting and delivery of the following documents

Revocable Living Trust

  • Probate avoidance
  • Estate tax reduction structure (A/B, QTIP, GST provisions)
  • Customized disability
  • Customized provisions to address the following issues
    • Asset protection
    • Remarriage protection
    • Detailed guardianship provisions
    • Spendthrift protection for beneficiaries
    • Divorce protections for adult beneficiaries
  • Pour-over will
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Certificate of Trust
  • Schedule A

Funding Assistance

  • Transfer Title to all real property
  • Transfer Title to all cash account
  • Customized beneficiary designations

Three appointments with attorney (up to 10 hours total)

Amendments and updates for up to one year

FWLG Maintenance Program

Unlimited consultations and services for the following

  • Amendments
  • Legal updates
  • Funding assistance throughout the year
  • Cost = $275 billed per year

Do It Yourself

Do It Yourself

Conservatorships

When someone is unable to manage their financial affairs or make decisions about their person including healthcare decisions because of lack of mental capacity, it is sometimes necessary to have a trusted person be formally appointed to act on their behalf as their Conservator.  This appointment requires court action.  We are able to guide the proposed Conservator through the appointment process and ensure that they are in a position to be able to help.

Estate Settlement

Please see our Estate Settlement page for more information about our Probate and Trust Administration services.