Legacy Nesting™️

Legacy Nesting™️ ~ Flying the Nest Estate Plan

Peace of mind for young adults & the people who love them.

Who This Is For & Why

This is for young adults who are:

  • 18+ years old
  • unmarried
  • do not have children
  • have limited assets (less than $25,000, not including a car)
  • in late high school, college, graduate school, or working in the beginning years of their careers

Parents or Guardians:

Remember how nerve-wracking it was when your child drove away with a new driver’s license the first time, and when your child first left home alone? Once they’re 18+, they’re legal adults and they need a basic estate plan of their own.

Without proper legal authority from your child, you no longer have automatic access to your child’s medical information or even the right to step in to help as the parent. DGVE law’s Flying the Nest plan is the key to your peace of mind, and your child’s.

We designed this basic estate plan to provide access to the critical legal protections for medical and financial assistance all young adults need in case of emergency. Make sure you and your child are prepared, even (or especially) when they’re out of your sight.

Young Adults 18 + Years Old:

Without the right legal authority, the people you trust might not be able to help with money emergencies, even find out your condition in the event of an accident or other medical emergency, protect your online privacy, or manage what’s most important to you.

What This Plan Includes

Preparation of legal documents to:

  • authorize access to protected medical information & records
  • empower the people you trust to advocate for you & communicate your medical choices if you ever can’t do that for yourself
  • clarify your wishes regarding medical interventions and continued life support
  • consent to organ donation and specify any restrictions around that, or not
  • explain your preferences for cremation or burial and funeral services
  • get creative writing your own obituary
  • authorize, or deny, access to your online accounts
  • make a list of who should get your sentimental stuff
  • authorize access to your bank and other financial accounts and review or pay bills
  • provide power to manage insurance policies, lease agreements, paid memberships, and other legal contracts
  • start tracking your financial accounts & laying the groundwork for a lifetime of financial organizational bliss
  • leave an easy to follow paper trail of all your accounts, agreements, and the location of important information
  • access to your medical legal documents & emergency contacts’ names & numbers from anywhere

How It Works

  • Text or Call 781-740-0848 or email info@dgvelaw.com .
  • Check your email to review & e-sign your client Engagement Agreement.
  • Pay the flat fee securely online.
  • Complete your electronic worksheet to design your estate plan. You can use any laptop, desktop, tablet, or smart phone to do this conveniently online on your own time.
  • Schedule your ½ hour, in-office meeting with us to:
    • review your legal documents, ask any questions you may have, then formally sign everything into legal effect
    • receive practical advice about how to use your estate plan and start tracking your assets,
    • take home while your scanned, original legal documents that day.
  • Login to your secure client portal to retrieve a complete electronic replica of your estate plan any time within the next couple weeks
  • Receive a medical emergency card in the mail to keep with you at all times for easy access to your emergency contacts’ information and legal documents wherever you are.

What It Costs

The total flat fee for this investment in your peace of mind is $890. Children of DGVE law clients are entitled a 10% courtesy discount.

⚠️ Yes, there are cheaper ways to do this and sure, it’s easy to do-it-yourself and prepare some basic legal documents with inexpensive forms online but be careful to read all the fine print! Those form preparation services do not include legal advice from a licensed, practicing attorney, they make no guarantee that they will actually work when needed, and they specifically warn you that they will not assist you when you run into trouble using the legal documents in the real world. By contrast, DGVE law clients have the benefit of legal advice from a licensed, practicing attorney, and the attorney-client relationship to call for assistance when its needed.

More extensive counseling, complex drafting, extraordinary administrative and secretarial time, coordinating remote meeting locations, or shipping and handling may increase the costs, fees, and expenses accordingly, of which we would notify you and for which we would invoice you separately.

Fees are subject to change in the future without advance notice.

Clarifying the Attorney-Client Relationship

Parents or guardians may pay the flat fee, but the young adult is always the client. 

Young adult clients are responsible for managing all their own appointment scheduling, making all their own decisions, and completing and returning their information worksheets to us directly. 

They are also entitled to absolute confidentiality about all correspondence and about those decisions. It is up to the young adult clients whether to invite parents or guardians to attend the client meetings.

Parents or legal guardians of Filling the Nest clients are entitled to their own complimentary estate plan review meeting.