Essential Will Package

More Than a Will

A will is an important part of an estate plan, but it is only one part of preparing for the future. The Essential Will Package brings together four core documents:

• Last Will and Testament to explain how your property should be handled after your death
• Durable Power of Attorney to authorize someone you trust to manage financial and legal matters if needed
• Health Care Power of Attorney to name someone to make healthcare decisions if you are unable to make them yourself
• Healthcare Directive to provide written guidance about your wishes for medical care

Together, these documents create a more complete foundation for your estate plan. Rivertown Law helps you understand each document, make informed choices, and put clear decisions in writing for your family.

What the Essential Will Package Includes

Is the Essential Will Package Right for You?

The Essential Will Package may be a practical fit for individuals or families who want to put core estate-planning documents in place and have relatively straightforward planning needs.

It may be a good starting point if you:

• Need a Last Will and Testament
• Want to name trusted people for financial and healthcare decisions
• Have uncomplicated family and property circumstances
• Do not currently need trust-based planning

A more comprehensive plan may be appropriate if you have:

• Minor children
• A blended family
• A beneficiary with special needs
• Business interests
• Significant or complex assets
• Property in more than one state
• Trust-planning goals

Families with minor children or more involved family circumstances may want to explore the Family Protection Package. Clients considering trust-based planning or the management of more complex assets may benefit from reviewing the Trust Package.

Rivertown Law will review your circumstances and help determine which planning option best fits your needs.

Step 1 — Start With a Conversation

We begin by learning about your family, property, goals, and the decisions you want to put in place. This helps us understand your planning needs and identify any issues that may require a more tailored approach.

Step 2 — Confirm the Right Planning Option​

We review whether the Essential Will Package fits your circumstances and explain the role of each included document. If another planning option may be more appropriate, we will discuss that with you before moving forward.

Step 3 — Prepare, Review, and Complete Your Documents​

We prepare your documents, review them with you, answer your questions, and guide you through the signing process so your plan is completed clearly and properly.