Three Levels of Planning

Estate planning at The Roy Law Firm is not one-size-fits-all for everyone. We offer 3 levels of planning to suit your varying needs.

Level One, The Family Plan

This plan is for the family who doesn't have assets that would have to go through the court process called probate, but do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives, and their loved ones are able to access their assets using a Durable Power of Attorney if they become incapacitated.

Your Familiy Plan is a will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone. The Family Plan also includes Health Care Directives and Powers of Attorney so that you know that you are well taken care of if anything happens, as well as a Kid's Safety Plan to ensure your children are always raised by the people you want, in the way you want and never taken out of your home by the authorities.

Level Two, The Trust Plan

This plan is for the family who wants the total assurance and pease of mind of knowing your Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. Clients choosing the Trust Plan may also opt to protect thier beneficiary's inheritance from lawsuits, spouses, and estate taxes.

Your Trust Plan is a trust-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone. The Trust Plan also includes Wills, Heath Care Directives, and Powers of Attorney so that you know that you are well taken care of in addition to your assets. All asset transfers will be handled by you, with unlimited guidance and support from us. The Kid's Safety Plan may also be included to ensure your children are never taken from your home and are always raised by the people you want.

Level Three, The Wealth Plan

This plan is for the family who wants the total assurance and peace of mind of the Trust Plan AND also all the comfort of knowing that asset transfers have been taken care of by our office. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care. WE DO IT ALL FOR YOU!

Your Wealth Plan includes all the components of the Trust Plan, PLUS we analyze how each of the assets is titled or designated. We prepare an asset spreadsheet confirming what you own and how it is held and then complete all of the forms and requests necessary to transfer every asset and designate every beneficiary for the maximum protection of your family and your assets.