Basic Starter Will

Our “Basic Starter Will” service is perfect for New Hampshire and Massachusetts couples or individuals who need to get a very basic plan in place and do not want to engage in more detailed planning at this time.

What’s a Basic Starter Will?

This service includes the affordability and convenience of a “plug and play” system but with the benefit of having a skilled attorney to oversee the process and be available to you for document execution, notarization, and to review any questions you may have.

Benefits of this service:

  • Avoids the need for an emergency guardianship in the event you need assistance making medical decisions or handling personal and financial matters
  • Appoints a guardian for minor children if something should happen unexpectedly
  • Directs where assets should go if you pass away
  • Names the person who should be in charge of administering the estate
  • Ensures that an attorney has reviewed the documents
  • Gives the client a local person and brick and mortar law firm to contact if questions should arise now or down the road

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What’s included:

The Basic Starter Will service includes an initial phone call with our experienced team to review your selections.

From there, we will deliver to you: 

  • Completed Wills
  • Advance Directives or Health Care Proxies
  • Durable Powers of Attorney
  • HIPAA Patient Authorizations

Please note this service is for New Hampshire and Massachusetts residents only.

What’s not included in this service:

  • Trusts
  • Comprehensive consultation and customized strategy session with an attorney to discuss goals such as probate avoidance, tax, or long term care planning
  • Unlimited revisions during the drafting process, or multiple meetings with the attorney
  • Advice or strategies to  avoid probate 
  • Advice or strategies to minimize taxes
  • Advice or strategies relating to long term care (nursing home) costs
  • Specific situations requiring more detailed planning, such as: (1) issues relating to second marriages, (2) creditor protection issues, (3) beneficiary and inheritance issues such as unstable marriages, contested wills, poor financial management, or substance abuse issues
  • Full oversight of the execution process, unless you opt for our notarization service

HOW IT WORKS:

STEP 1

Schedule your phone call with our team

STEP 2 

We’ll work through the details together on a half-hour phone call or Zoom video conference (client’s choice), and present you with your Basic Starter Will package for signature.

STEP 3

Complete the intake form you receive in your confirmation email.

Options:

For Couples

Includes:

  • (2) Wills
  • (2) Advance Directives or Health Care Proxies
  • (2) Durable Powers of Attorney; and
  • (2) HIPAA Patient Authorizations

$500

For Individuals

Includes:

  • (1) Wills
  • (1) Advance Directives or Health Care Proxies
  • (1) Durable Powers of Attorney; and
  • (1) HIPAA Patient Authorizations

$350

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