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 2
Complete the intake form you receive in your confirmation email.
STEP 3
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.
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