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Legacy Nesting™️

Filling the Nest Estate Plan

Safety & security for children. Peace of mind for parents.

Who This Is For & Why

This is for couples with young children who:

  • are both are U.S. citizens
  • have one or more minor children (under age 18), or who are expecting their first child
    • it is not necessary to wait until after the baby is born to prepare your estate plan – you can make minor adjustments to your estate plan after the baby is born 
  • do not have estate-taxable estates, meaning less than $2,000,000 including the full value of all:
    • life insurance policies (individually owned or through work)
    • retirement savings accounts (401Ks, IRAs, 403bs, pensions, etc.)
    • home ownership equity
    • bank accounts (checking, savings, money market, CDs)
    • taxable investment accounts (individual brokerage)
    • tangible personal property (jewelry, artwork, automobiles, etc.)

    You do not want your child to spend a single night in foster care if it’s not necessary (which it’s not, provided you legally appoint backups & assign legal authority). Learn how to name guardians for your children.

    Make sure (only!) the people you trust are the ones who will help you in an emergency.

    Protect your family’s privacy! You do not want all your children’s names, ages, and how much money they are receiving to become easy public knowledge in Probate Court. (This revocable living trust -based plan is designed to help you avoid Probate during lifetime incapacity or after death.)

    Don’t let super sentimental items get lost in the shuffle. 

    Make sure your children receive their inheritance the best way possible.

    Leave a legacy, not a mess.

    #adultsohard > rest easy knowing only the people you trust will be able to help if necessary

    What This Plan Includes

    • appoint temporary emergency guardians for your minor children in the event of an accident or emergency
    • appoint permanent guardians to raise your children to adulthood if you can’t
    • structure distribution and management of your children’s inheritance
    • provide immediate access (almost anywhere in the world) to your children’s emergency guardians & all their contact info. & the relevant legal documents in the event of an accident or emergency
    • empower the people you trust to communicate your medical wishes, make choices, manage your care, & advocate for you if you can’t take care of yourself
    • authorize access to all your protected medical information & records for context & help with insurance
    • clarify your wishes regarding medical interventions and continued life support
    • consent to organ donation and specify any restrictions around that
    • convey your end of life wishes & preferences regarding cremation or burial & memorial service details so the people you love don’t agonize trying to figure out what you would have wanted or fight amongst themselves about it
    • authorize, or deny, access to your online accounts
    • make a list of tangible personal property (“stuff” like pieces of jewelry, autographed sports memorabilia, or family heirlooms) you want certain people to receive someday
    • authorize access to your bank and other financial accounts to pay your bills and provide for your family if you can’t
    • provide power to manage your insurance policies, retirement account & other employee benefits, other legal contracts and ownership interests, & serve as your legal & financial agent for all things you would normally manage yourself if you could
    • learn how to use your Asset Inventory and Asset Organizer to start tracking all your assets & laying the groundwork for a lifetime of financial organizational bliss & peace of mind no matter who normally manages all of that
    • leave an easy to follow “paper trail” of all your accounts, agreements, and the location of important information (to spare your loved ones the worst of serving as Attorney-in-Fact under a Durable Power of Attorney during your lifetime, only, or as Personal Representative, formerly known as Executor for a man or Executrix super old school for a woman, of your estate after death #askushowweknow)
    • follow clear, detailed, instructions and use sample templates to help you make sure your assets line up with your estate plan so it actually works in real life when it has to work well

    If you would feel more comfortable with the benefit of more in-depth legal guidance on how to make these difficult decisions together, and specific legal advice regarding the administrative and tax implications of your life insurance and retirement account beneficiary designations, and the pros and cons of transferring title to your real estate based on your unique family and financial circumstances, our comprehensive estate planning process will better suit your needs. With that process, we will engage in discussion to help you thoroughly explore every angle of your financial and legal planning so you can make the most well-informed choices for your family’s future.

    How To Experience Peace of Mind

    1. Web chat, text or call 781-740-0848, or email info@dgvelaw.com & let us know you’re ready to set up your family’s legal security blanket (aka #adultingsohard).
    2. Provide us all your contact information.
    3. E-sign your engagement agreement to work with us.
    4. Pay your base flat fee.*
    5. Complete & submit your Estate Plan Design Worksheet to us.
    6. Schedule & attend your 1 hour Signing Ceremony/Plan Presentation Meeting with us to review all your legal documents, ask any questions you may have, sign them into effect with all the required legal formalities (including 2 disinterested Witnesses + a Notary Public), & receive practical advice about how to use your estate plan including especially how to make sure your assets line up with your legal documents so everything works in real life (not just on paper – we are committed to your & your your family’s genuine peace of mind).
    7. Leave with all* your original, hard copy estate planning legal documents neatly organized for you & access an electronic replica of the same through your secure client portal to us. (*If you prefer, we will worry about where & how to store your original Will for you & give you a clearly marked copy instead.)
    8. Receive your emergency medical wallet card(s) in the mail to take wherever you go so you and your children are in the hands of those you trust most.

    What It Costs

    Your investment in your family’s safety & security & your peace of mind starts at a base fee of $3350.*

    There will never be any surprise bills from our office! We believe in full transparency throughout the process.

     

    *What Might Increase Your Flat Fee

    • certain choices you may make while completing your plan design worksheet – we alert you whenever that may occur so you can make the best decisions for your family
    • more extensive counseling (extra calls, meetings, lots of back & forth electronic correspondence)
    • more complex drafting, extraordinary administrative time re: scheduling / coordinating remote meeting locations (keep your fees down by keeping your scheduled appointments!)
    • extra shipping and handling costs

    Children of DGVE law clients are entitled a 10% courtesy discount.

    Our fees are subject to change in the future without advance notice. If we have an engagement agreement in effect we will never raise your fees beyond what we agreed. If we do not have an existing agreement, the fees will be according to our then-current fees to proceed.