Menu of Services
Will and Durable Powers of Attorney Package
Complete Basic Estate Plan
Customized Estate Plan
Complex Estate Plan
FWLG Maintenance Program
Do It Yourself!
Design, drafting and delivery of the following
documents
- Will
- Personal Representative/Executor nomination
- Guardian nomination
- Specific distributions
- Financial Power of Attorney
- Advance Healthcare Directive
Design, drafting and delivery of the following documents
- Revocable living Trust
- Probate avoidance
- Does not include estate tax reduction structure
- Basic disability provisions
- Basic distribution patterns
- Guardian nomination for minor children
- Pour-over will
- Financial Power of Attorney
- Advance Healthcare Directive
- Certificate of Trust
- Schedule A
Funding assistance
- Transfer title to all real property
Three appointments with attorney
(up to 5 total hours)
Amendments and updates charged seperately (hourly or flat yearly rate)
Design, drafting and delivery of the following documents
Revocable Living Trust
- Probate avoidance
- Simple estate tax reduction structure (A/B provisions)
- Customized disability provisions
- 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 accounts
- Customized beneficiary designations
Three appointments with attorney (up to 8 total hours)
Amendments and updates for up to one year
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)
Complimentary advanced Estate tax planning analysis
Amendments and updates for up to one year
Unlimited consultations and services
for the following
- Amendments
- Legal updates
- Funding assistance throughout the year
- Cost = $275 billed per year