Legal Nesting

At DGVE law, we offer all our clients right-sized estate plans because one size does not fit all. For those who have relatively straightforward family & financial situations, we are able to offer nested plan options to make the process of getting your ducks in a row fast, easy, & an exceptional value.

Flying the Nest

This is for:

  • Young adults (around ages 18-28)
  • Unmarried
  • No children
  • Limited assets
  • College or grad school, or beginning careers

With the “Flying the Nest” Plan, you can rest assured that the people you trust will always be able to help when needed.

Filling the Nest

This is for:

  • Individuals or couples with young children
  • Both are U.S. citizens
  • Have nontaxable estates (less than $2M for individuals / less than $4M for married couples – including the full value of:
    • Life insurance
    • Retirement savings accounts
    • Equity home ownership
    • All bank accounts
    • All investment accounts
    • All tangible personal property

With the “Filling the Nest” Plan, you can ensure that only the people you trust are the ones who will help you in an emergency, protecting your family’s privacy.

Empty Nest

This is for:

    • Individuals or couples with grown & flown children
    • Both are U.S. citizens
    • Have nontaxable estates (less than $2M for individuals / less than $4M for married couples – including the full value of:
      • Life insurance
      • Retirement savings accounts
      • Equity home ownership
      • All bank accounts
      • All investment accounts
      • All tangible personal property

    With the “Empty Nest” Plan, you can ensure that only the people you trust are able to take care of you if you need help with your health care, paying your bills, & wrapping up your final affairs.