The Will Plan

Package Details:

Included ​Legal Documents:
Last Will and Testament
Powers of Attorney (Health Care)
​Powers of Attorney (Property)

Attorney Consultations:
Phone/Zoom consultation to discuss your questions or concerns and answer final questions; plus
Emails with Firm attorney to explain process, answer questions.

Supplemental documents:
Description of Plan terms
​Signature Instructions
Next steps after Signature
​
What are the benefits of a Will Plan?

WillCounsel's standard Will Plan was created to address the last wishes of a large percentage of the firm's clients. The Firm's Will Plan allows you to:
  • Set a logical distribution of your property (see below), overriding the State's default distribution rules.
  • Name a Guardian you trust to raise and care for your minor children (if any), so that a Judge does not choose for you.
  • Designate family or friends to assist with health care decisions in the event of your disability. 
  • Appoint trusted family or friends to assist with financial concerns (like paying bills from your bank accounts or signing a real estate deed) during your life.
  • Name 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 Will Plan in a few simple steps:
  • Complete a paper questionnaire and emails with attorney to discuss your wishes and details.
  • We'll begin preparing your Will Plan documents based on your responses, and offer you a 30-minute attorney phone consultation to discuss any initial 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 Will Plan 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.

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