Family Plan Session

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.


Family Plan Session with Estate Plan Review

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 make to have the most productive use of your time.


Last Will & Testament (simple)

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


Last Will & Testament (with Testamentary Trust)

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.


Power of Attorney

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 Directive Package

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.


Basic Estate Plan

Last Will & Testament, Power of Attorney & Health Care Directive Pacakge (Married Couple $1750-$2250)


Child Protection Plan: Minors < 18

All Children: Nomination of Guardian, Temporary Designation of Guardian, Child Medical Proxies, Caregiver Instructions, Guardian Instructions, Emergency Guardian Cards


Child Protection Plan, 18 < 25

Priced per Child: Power of Attorney and Health Care Directive Package


Real Estate Trust Package

Realty Trust, Trustee Certificate, Deed & Homestead Declaration


Family Affairs Packages

Priced based on type of package and single vs couple


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Andover Estate Planning, North Andover Estate Planning, Methuen Estate Planning, Boxford Estate Planning, Tewksbury Estate Planning, Burlington Estate Planning, Winchester Estate Planning, Amesbury Estate Planning, Essex County Massachusetts Estate Planning, Middlesex County Massachusetts Estate Planning, Suffolk County Massachusetts Estate Planning, Boston Estate Planning

Wills Trusts Power of Attorney Health Care Proxy Advance Directive Living Will HIPAA Release Life Estate Realty Trust Nursing Home Protection Planning