WILL WEEK
In response to requests from various professionals, The Law Offices of Jeffrey G. Marsocci, PLLC will be organizing a Will Week to accommodate those individuals and couples who only want to have the most basic of estate plans in place. During the week of April 30-May 3, we have cleared our schedule to do nothing but execute simple wills, healthcare powers of attorney, general powers of attorney and living wills exclusively at the Ameriprise offices at 5511 Capital Center Drive, Raleigh, NC 27606.
WHO CAN USE A SIMPLE WILL PACKAGE?
A Simple Will Package is for people 18 or older who have a spouse or partner and want to leave everything to that spouse or partner. If they have children together, then everything goes to those children equally (or if deceased to their descendants) if both pass on; or if no children, then they wish for property to go equally to siblings or nieces and nephews. If it is a single or divorced individual, then everything goes to any children equally (or if deceased to their descendants); or if no children, then for property to go equally to siblings or nieces and nephews. (Please call if you have questions on these terms.)
In order to qualify for a Simple Will Package, the person:
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Must not want anything beyond a simple testamentary trust that distributes property to beneficiaries at a single specified age (usually 25) |
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Must not have a combined potential taxable estate in excess of $1 million (unless they are willing to sign a waiver) |
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Must not have any beneficiaries with special needs |
The Simple Will Package does not name more than one person to be an executor at any given time (in other words, no “co-executors”), it does not avoid probate like a living trust, and it does not have complicated distribution scenarios. For many clients, that may be all that they need right now.
WHAT DO THE CLIENTS NEED TO DO?
We have a special form for gathering the necessary data, and once filled out and returned to our office along with a retainer agreement, we will contact you by phone to answer questions (up to one-half hour) and then create the documents. We will then schedule a signing time for the week of April 30-May 3 at the Ameriprise office, or if you can not make it during those times, then we can set a time for signing in our office at a later date.
DOWNLOAD SPECIAL QUESTIONNAIRE
As a special, one-time service to the clients of Ameriprise Advisors, we will create and execute a simple will, healthcare power of attorney, general power of attorney, and a living will for $200 for a person or $350 for a couple. We would need a check for these services provided in advance of creating the rough drafts, and we would need the check and the completed form by April 16 in order to guarantee the documents will be ready for Will Week.