The Family Affairs Estate Plan Package is for the family who wants total assurance and peace of mind knowing that their family wealth will be transferred to their heirs with the most ease and convenience possible in the privacy of our office without court involvement.
Clients choosing the Family Affairs Estate Plan may also opt to protect their beneficiary's inheritance from lawsuits, spouses, and estate taxes.
The Family Estate Plan is a trust-based plan that provides the peace of mind knowing that we are here to help you navigate the system during life and for your family after you are gone.
This plan includes everything in the Family Affairs Wills Plan - the Family Affairs Legal Manual, Wills, Family Trust, Powers of Attorney, Health Care Directives (Proxy, HIPAA Release, Advance Directive, and Final Disposition Instructions and Authorization), Homestead Declaration, Child Protection Plan for minors and adult children (up to 25) - and the Revocable Trust(s), supporting Trust documentation and Trust Funding instructions, guidance, and follow-up. All Trust Funding will be handled by you with unlimited guidance and support from us.