01
Basic
The essentials, in place and in writing.
Includes
- Will
- Power of attorney
- Advance medical directive
- Guardianship protections
- Luxe document organizer
- Hard and electronic copies
- Family legacy memorandum
Plans
Flat-fee plans that grow with your family, from a simple will to a full trust.
Each plan builds on the one before it. Pricing is shared at your consultation, so you know what to expect from the start.
02
Young Family
Protection for your children, with a trust that manages what they inherit.
Everything in Basic, plus
- Testamentary trust
03
Privacy & Ease
Keep your affairs private and help your family avoid probate.
Everything in Young Family, plus
- Revocable living trust
- Deed transfer
04
Wealth Preservation
Planning for larger estates, rental property and family businesses.
Everything in Privacy & Ease, plus
- Tax & business entity planning
- One-on-one guidance and a tailored plan prepared by an estate planning attorney
- Flat fees, so you know what to expect from the start
- Guidance documents for your loved ones
What you receive
Your whole plan, in one binder your family can find.
Every plan comes with a Luxe Document Organizer: your signed documents in hard and electronic copies, plus guides written for the people who’ll need them.
- Your signed documents in hard and electronic copies
- A “what do we do now?” guide with first steps for whoever manages your estate
- A place to list every account and subscription, so no one chases mystery bills
- Legacy and funeral pages so your wishes and your story are never guessed
Why plan
You already have an estate plan. Either you designed it, or the state did it for you.
If you pass away without a will or trust, state law decides who gets what, and it’s rarely what people want. Every choice you put in writing is one less thing your loved ones have to guess.
A will
A set of instructions
It says who gets what, but it has to go through probate court first. That makes it a public record, and nothing can be distributed until the court process is done. In Virginia that can take 6 to 18 months.
A trust
A basket for your things
You put your home and assets in the basket and hold it during your life. If you pass away or can’t manage things, the person you chose takes over and hands things out as you wished. It stays private, and your trustee can act right away.
Powers of attorney & directives
Who decides when you can’t
A power of attorney lets someone you trust handle legal and financial matters. A medical directive records the care you want. Without them, your family may have to go to court for a guardianship.
Not sure which plan fits?
Tell Lema about your family and goals. She’ll recommend a plan and a flat fee at your consultation.