AMVLAW PLLC
Packages & Process
Our Packages
Foundational
Cover the Basics- Last Will and Testament
- Living Will
- Guardian Designations
- Health Care Directives
- Financial Power of Attorney
- Medical Power of Attorney
- Health Care Proxy
- Fiduciary Letters
- Caretaker Instructions
- ID Cards for Wallets & Purses
- Confidential Exclusions
- Family Trust
Comprehensive
Added Protections & Directives- Last Will and Testament
- Living Will
- Guardian Designations
- Health Care Directives
- Financial Power of Attorney
- Medical Power of Attorney
- Health Care Proxy
- Fiduciary Letters
- Caretaker Instructions
- ID Cards for Wallets & Purses
- Confidential Exclusions
- Family Trust
Family Trust
The Best Plan for Families- Full Comprehensive 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
- Options to Retitle Assets for You (+$2,000)
Legacy Premium
Maximize Generational Security- Full Comprehensive Plan
- Family Asset Inventory
- Family Trust
- Keep Assets Private
- Avoid Probate
- Protection from Creditors
- Protection from Lawsuits
- Protection from Estate Taxes
- Family Legacy Interview
- Options 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 which can be done virtually or in-person. In our review, we proof critical information, checking for typos or mistakes in spelling of key names and contact information. We also allow for any final changes or adjustments in your legacy plan.
30 Days Later
Legacy Signing Session
In our second meeting, we execute your legacy documents, answer questions, and review your funding plan (if you setup a family trust). We also help you prepare key fiduciaries like agents of power of attorney, guardians, executors, proxies, and trustees.
60 Days Later
Binder Delivery
In our final meeting, all documents are finalized and delivered in a premium binder. We also provide digital copies of all documents on a flash drive. Your final binder includes any additional letters, instructions for caretakers, 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.
