Each Family that works with WLF begins with a session to review your family history, member, goals, assets, and issues. We provide an overview of your options and counsel you regarding fiduciary, beneficiary, and management options during the Session. After the Session we draft and send you a detailed Estate Plan Design Summary for your review. The Session typically runs about 2 hours. The cost is applied in full towards any estate plan element(s) you move forward with.

If you have any current planning in place we review it ahead of the Family Plan Session and prepare an Estate Plan Analysis. This allows us to focus on what amendments, edits, and recommendations we would advise to make the most productive use of your time. We understand that you have invested in your current plan, but if we did not draft that plan it takes a bigger investment of our time to figure out what the current plan does (or does not do) so that we can give the best advice

Public document filed in Probate Court upon death that names fiduciary to oversee the transition of assets to beneficiaries and minor children to guardians

Public document filed in Probate Court upon death that names fiduciary to oversee the transition of assets to beneficiaries with the protection of an on-going trust to help avoid estate taxes, delay distribution time period, and attach asset protection for surviving spouse and children

Document that grants another person the authority to handle your finances on your behalf if you are unable to do so. Primarily used for convenience, incapacity and may help to avoid expensive adult guardianship procedures

Health Care Proxy, HIPAA Release, Advance Directive, & Final Disposition Authorization & Instructions. Documents grant another person the authority to make healthcare decisions on your behalf if you are unable to do so, allows them to review confidential medical records to make the best-informed decision, and make decisions based on your wishes

Last Will & Testament (simple), Asset Analysis & Instructions, Power of Attorney & Health Care Directive Package in Family Affairs Legal Manual

Covers All Minor Children: Nomination of Guardian, Confidential Exclusion of Guardian (if necessary) Temporary Designation of Guardian, Minor Child Power of Attorney, Minor Child Health Care Proxy, Caregiver Instructions, Guardian Instructions, Emergency Guardian Cards

Financial and Health Care Directives for children over 18 and under 25 that still need parent's help to access confidential information and/or make financial and health care decisions on behalf of child 

Specialized Real Estate Trust, Certification of Trust, Deed and Homestead Declaration. Electronic recording available (recording fee separate and assessed based on Registry of Deeds/Clerk current fee schedule)

Specialized Life Insurance Trust, Funding Letters and EIN. Commonly known as an "ILIT" and used to "gift" life insurance death benefit to a Trust with your named beneficiaries (rather than a simple beneficiary designation with the life insurance company) to exclude the value of the life insurance death benefit from your net worth for estate tax purposes. The "death benefit" will then pass to your beneficiaries income and estate tax free.

Priced based on complexity and features you choose (Couple $3000+). Includes Last Will and Testament, Child Protection Plan (Minor & >18), Power of Attorney, Health Care Directives, Family Affairs Legal Manual, and In-House Counsel Plan

Total fee based on complexity of your family, assets, and features you choose. Includes Revocable Living Trust(s), Trust Certification and ancillary Trust Funding documents and assistance, Pour-Over Will(s), Child Protection Plan (Minor & >18), Power(s) of Attorney, Health Care Directives, Family Affairs Legal Manual with Index, Paper and Digital Plan (flash drive and secure client portal), and In-House Counsel Plan (Trusted Advisor Sessions every 3 years and client counsel)