Will-Based
Estate Planning Packages
No matter your questions, J Duplechain Law will help you navigate the estate planning process with ease. Learn more about our Will-based planning options for limited situations below.
Every family is different. While our focus is on comprehensive trust planning, a Will-based plan may be appropriate in limited situations depending on your specific goals and family structure. We will review your objectives together to help you make an informed decision and ensure this traditional approach aligns with how you wish to care for your loved ones.
A Will is designed to take effect only after death and requires formal court involvement through the probate process. While this path involves public proceedings, it provides a foundational legal structure to nominate guardians for your children and direct the distribution of your assets. During your Personal Wills & Trusts Conversation™, we will help you determine if this focused approach meets your family's current needs.
Our Plans
Will-Based Planning Packages
A firm price quote will be provided during your Perfect Plan Meeting™ when we know the level of complexity involved in your case. Drafting and filing additional deeds, reviewing and transferring LLC interests, and coordinating with co-counsel in other jurisdictions regarding out-of-state assets will result in additional fees.
If we find it necessary to co-counsel with another firm for special situations outside of our normal scope of practice, that firm’s fees will apply to their portion of the work.
The Standard Plan
This plan is for individuals wishing to leave their entire estate outright to named beneficiaries or to a spouse. If Spouse is deceased, the estate passes outright to adult children or other named beneficiaries. The plan also includes important documents that allow you to choose individuals who step in to make medical and financial decisions for you if you are unable and who will manage your estate after you pass.
Included:
Last Will and Testament
Financial Power of Attorney
Medical Power of Attorney
HIPAA Authorization and Release
Directive to Physicians
Declaration of Guardian for Self (should the need arise)
Appointment of Agent to Control Disposition of Remains
Remembrance and Services Memorandum
Personal Property Memorandum
Estate Planning Portfolio
The Family Plan
This plan is for young families with minor children who wish to withhold the distribution of assets to minors until children have reached adulthood. Assets are held in short-term trusts until the child attains an age. This plan anticipates a standard, “all to spouse, then to children equally” distribution scheme. The plan includes all of the medical and financial documents contained in the Standard Plan as well as documents pertaining to Guardianship of Minors.
Included:
Last Will and Testament
Financial Power of Attorney
Medical Power of Attorney
HIPAA Authorization and Release
Directive to Physicians
Declaration of Guardian for Self (should the need arise in the future)
Declaration of Guardian for Minor Children (if needed)
Appointment of Agent to Control Disposition of Remains
Remembrance and Services Memorandum
Personal Property Memorandum
Estate Planning Portfolio
The Enhanced Family Plan
This Enhanced Plan includes everything from the Family Plan but is designed for families that require a non-standard distribution scheme. This plan is best is best for blended families, families that want long-term trusts for children for maximum asset protection, or families with non-standard unusual distribution requirements.
Included:
Last Will and Testament
Financial Power of Attorney
Medical Power of Attorney
HIPAA Authorization and Release
Directive to Physicians
Declaration of Guardian for Self (should the need arise in the future)
Declaration of Guardian for Minor Children (if needed)
Appointment of Agent to Control Disposition of Remains
Remembrance and Services Memorandum
Personal Property Memorandum
Estate Planning Portfolio
Please Note: Family members, friends, and supporting professionals should not book appointments FOR other people. We are only able to speak to the person or couple whom we will be working with. If you have a family member, friend, or client whom you believe would benefit from our services, please send them a link to our website or ask them to contact us directly at info@jduplechainlaw.com.
To find out which plan is right for you, schedule your
Personal Wills & Trusts Conversation™
Your Personal Wills & Trusts Conversation™ is exactly what it sounds like — a conversation. This is your time to share your concerns, ask questions, and get the answers you need. By reserving this uninterrupted hour together, we can have a meaningful discussion that allows me to understand your unique situation and provide guidance tailored specifically to your family.
During our meeting, I'll be focused on you. I want to hear why you've decided to start planning now, who we'll be planning for, and what matters most to you when it comes to protecting your family. This is also the beginning of an ongoing relationship. As your life and family grow and change, we'll work together to make sure your plan continues to reflect what's most important to you.
Once your appointment is booked, you'll receive a confirmation email with a payment link for a $250 reservation fee. This fee will be applied toward whichever estate planning package you choose if you decide to move forward at the end of our meeting. If not, it serves as compensation for an hour of legal advice.