The Simple Will

Package Details:

Included ​Legal Documents: 
Last Will and Testament

Attorney Review and Approval of Documents
Paper questionnaire and emails, phone and zoom consultations with attorney. Signature meeting with Notary.

Supplemental documents:
Signature instructions (If choose to sign independently)

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What are the benefits of a Simple Will?

WillCounsel's standard Simple Will was created to address the last wishes of a large percentage of the firm's clients. The Firm's Simple Will allows you to:
  • Name a Guardian you trust to raise and care for your minor children (if any) so that a Judge does not choose for you.
  • Set a logical distribution of your property (see below), overriding the State's default distribution rules.
  • Appoint a trusted family member, friend, or advisor to wind up your affairs.
 
What's the process?

WillCounsel's simple process allows our clients to finalize a Simple Will in a few simple steps:
  • Complete a paper questionnaire and email with an attorney to verify details.
  • We'll prepare your Simple Will based on your responses, and set up a attorney phone consultation if you have any questions or concerns.
  • We will finalize/print your document in advance of a signature meeting with a Notary. Or choose to sign on your own with signature instructions.

How would WillCounsel's standard Simple Will distribute your property when you pass away?

The answer depends on your personal circumstances:
  • If you're married with children: your property would go to your spouse, if your spouse survives you, and if not, to your children in equal shares.
  • If you're unmarried with children: your property would go to your children in equal shares.
  • If you're married without children: your property would go to your spouse, if your spouse survives you, and if not, in equal shares to your "heirs" under state law (in general, an equation that identifies and shares your property among your closest living relatives; think parents, siblings, etc.) and your spouse's heirs.
  • If you're unmarried with no children: your property would go to your heirs.

Who should you appoint as Executor of your estate, or Guardian of your minor children (if applicable)?

Please see the Firm's Legal Representatives worksheet for helpful information to consider when deciding who to appoint as Executor and Guardian.
Note:  We try hard to honor this fee schedule for all Firm clients, but we’ll need to review your specific circumstances and wishes prior to committing to a fee. No worries, we'll be sure we're on the same page about fees and project scope before getting started.

I'd like someone to contact me to discuss my estate planning options: