AMVLAW PLLC
Packages & Process
Our Packages
Family Will
Comprehensive plan for families- Last Will and Testament
- Living Will
- Guardian Designations
- Confidential Exclusions
- Advance Health Care Directives
- Power of Attorney
- HIPAA Authorizations
- Caretaker/Fiduciary Letters
- ID Cards for Wallets & Purses
- Secure Online Portal
- Family Trust
Family Trust
The Best Plan for Families- Full Family Will Plan
- Family Asset Inventory
- Family Trust
- Keep Assets Private
- Avoid Probate
- Options to Add Trust Protection (+$1,000-$2,000)
- Protection from Creditors
- Protection from Lawsuits
- Protection from Estate Taxes
- Family Legacy Interview
- Option to Retitle Assets for You (+$2,000)
Legacy Premium
Maximize Generational Security- Full Family Will Plan
- Full Family Trust Plan
- Dynasty Trust
- Complete Trust Protections
- Keep Assets Private
- Avoid Probate
- Protection from Creditors
- Protection from Lawsuits
- Protection from Estate Taxes
- Family Legacy Interview
- Option to Retitle Assets for You (+$2,000)
Our Process
The Beginning
Legacy Planning Session
In the Legacy Planning Session, we get acquainted, identify concerns for your family, and review specific recommendations that meet your unique needs. At the end of the meeting, we know exactly where we are and where we want to go.
7-10 Days Later
Review Session (Optional)
We offer an optional review session virtually or in-person. In our review, we proof critical information, re-checking key names and contact information. We also allow for any final changes or adjustments in your legacy plan. It's the perfect time to ask questions or seek further clarification before signing.
30 Days Later
Signing & Delivery
In our final meeting, we review and execute your plan and funding strategy (if you setup a family trust). Documents are scanned, delivered in a premium binder, and digitally uploaded to a USB drive and online portal. Your final binder includes any letters, instructions for fiduciaries, and your emergency ID cards.
Compimentary Review Every 3 Years
An effective legacy plan needs to be updated regularly to ensure your family stays protected for life. At AMVLAW, we will review your plan every 3 years for free. If any changes need to be made, we are ready to serve your family and already know your unique needs.
Ready to Start?
Take the first step toward protecting your family’s future. Schedule your free Legacy Planning Session today and begin crafting a plan tailored to your needs.
Practice States
California
New York
AMVLAW PLLC
1090 Saint Nicholas Ave, New York, NY 10032
🚫 No Walk-ins
📆 By Appointment Only