This program includes the drafting and signing of wills, durable powers of attorney, health care proxies and HIPAA release forms. You’ll also create a joint revocable trust, a deed into a trust, a temporary delegation of parental powers (if you have children), and a declaration of homestead for a trust.
So far, we only do our Wills in a Week program for couples or individuals who do not have a taxable estate in Massachusetts (it must be under $2 million). You can determine if your estate has more than $2 million dollars by adding up the equity in your Massachusetts real estate, all your bank accounts, retirement accounts, investment accounts, and death benefits of life insurance policies.
What's Included in Wills in a Week℠
Starts at $3,500
$1,800
Investment
Included
$399
Annual Reviews
90 Days
30 Days
Document Review Period
Can be included
No
Tax Planning
Can be included
No
Disinheriting
Can be included
No
Nursing Home Protection Planning
Can be included
No
Editing Existing Estate Plans
Multiple properties
Only one property
Deeding Property to Trust
Custom and specifically tailored
Pre-drafted and generalized
Documents
Specific roadmap and instructions
General recommendations
Instruction on Avoiding Probate
Customized to specific family circumstances and wishes
Limited to leaving everything to spouse and/or then to three individuals or
charities in equal shares
Splitting the Estate
Unlimited emails, phone calls, and meetings
One email with questions
Communication
Private sessions
One group session
Meetings
More personalized support with room to tailor estate plans for specialized cases or estates over $2 million.
A great solution if you are looking to just get your estate plan done and you’re on a timeline.
Right Fit
Custom Estate Planning
Wills in a Week℠
Which Service is Right For You?
Pam H.
“I attended the information session and found that not only did Wills in a Week meet my needs, but also had other estate planning elements I hadn't considered. The whole process was straightforward and cost-effective.”
Heidi R.
“For what could have been a very daunting and expensive experience this was the opposite! Julie and her staff were quick to respond and helpful in their assessment to our needs. Highly recommend their ’Wills in a Week' program for anyone looking for cost effective and time efficient estate planning.”
Hear from Our Happy Clients
Frequently Asked Questions
Yes, you can take this course at your own pace. We just ask that you submit your “It’s Your Choice” form one week prior to your signing date.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
If you're married, we encourage both spouses to participate. However, we understand the difficulty of this for families with children who need attention. One spouse can commit to moving through the program, but both spouses must attend in-person to sign the documents.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
You will have access to the materials for as long as we keep running the program. If we ever decide to shut it down, we will provide you with advance notice.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
You will have one live Q&A session with our founder, Julie, and you’ll be able to email her twice with questions. You can also schedule additional follow-up calls with Julie for a fee.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
Unfortunately, yes. By law we need ink signatures in front of two witnesses and a notary. However, we make this very easy and convenient so it should only take 10-15 minutes and you can stay in your car to sign the paperwork.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
Yes, for now we only work with clients based in Massachusetts.
Do you only work with clients based in Massachusetts?
Will I have to sign documents in person?
How much access will I have to an attorney directly?
How long will I have access to the materials inside the course?
Do both spouses need to attend the program?
Can I move through this course at my own pace?
Yes, for now we only work with clients based in Massachusetts.
Do you only work with clients based in Massachusetts?
Unfortunately, yes. By law we need ink signatures in front of two witnesses and a notary. However, we make this very easy and convenient so it should only take 10-15 minutes and you can stay in your car to sign the paperwork.
Will I have to sign documents in person?
You will have one live Q&A session with our founder, Julie, and you’ll be able to email her twice with questions. You can also schedule additional follow-up calls with Julie for a fee.
How much access will I have to an attorney directly?
You will have access to the materials for as long as we keep running the program. If we ever decide to shut it down, we will provide you with advance notice.
How long will I have access to the materials inside the course?
If you're married, we encourage both spouses to participate. However, we understand the difficulty of this for families with children who need attention. One spouse can commit to moving through the program, but both spouses must attend in-person to sign the documents.
Do both spouses need to attend the program?
Yes, you can take this course at your own pace. We just ask that you submit your “It’s Your Choice” form one week prior to your signing date.