Family Fishing

YOUNG FAMILIES

Whether you've welcomed a child into your lives or created a blended family, we work closely with you to ensure you and your loved ones are protected and cared for.

If you are planning your goals with minor children in mind, we recommend one of following two estate planning packages below.

PACKAGE #01 

Will-Based Package

Documents Included:

  • Will with  built-in Testamentary Trust for minor children

  • Memorandum for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will)

  • Appointment of Guardian

  • Parents Delegation of Rights 

 

Services Included:

  • Two client check-in meetings (either over Zoom or in-person)

  • One signing meeting at our office

  • Notary service

  • Witnesses provided

  • Yearly reminders to update guardianship docs 

  • Execution of guardianship documents every year until the child is 18

PACKAGE #02

Trust- Based Package 

Documents Included:

  • Trust Agreement or Restatement (applicable for those with existing trust from out of state)

  • Certificate of Trust 

  • Statement of Authority 

  • Deed 

  • Trust Funding Memorandum 

  • Pourover Will​

  • Memorandum for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will) 

  • Appointment of

  • Guardian  Parents Delegation of Rights 

 

Services Included:

  • Two client check-in meetings (either over Zoom or in-person)

  • One signing meeting at our office

  • Notary service

  • Witnesses provided

  • Any recording of documents (if necessary)

  • Yearly reminders to update guardianship docs 

  • Execution of guardianship documents every year until the child is 18

Package Price:
$1,650 (individual) | $2,250 (couple)

Package Price:
$2,200 (individual) | $3,400 (couple)

Questions about the differences between our two packages or have questions in general?

 

We offer a 30 minute free consultation to walk you through our process and answer any questions you may have. Click below to get started!