Families come in all shapes and sizes, each with their own set of characteristics, challenges and unique needs. That’s why American Advisors offers three different membership options specially designed to meet the needs of any type of family. Offer your family peace of mind with one of the following family membership plans.
Protect Your Family and Assets with the Protected Plan (Level 1 Membership)
This Level 1 Membership plan, which includes the development of a basic will and testament, offers basic protection for your family and assets. A last will and testament is absolutely essential to ensure that your final wishes are fulfilled and your family is cared for after you are gone. Our Protected Plan includes the following features:
- Basic Will and Testament Development
- Consultation with an American Advisors Legal, P.C. Plan Attorney regarding:
- A last will and testament
- Conservatorship/guardianship issues
- Document preparation for the last will and testament
- Durable Power of Attorney for:
- Asset management
- Health Care (Health Care Surrogate)
- Advance directives to Physician (Living Will)
- Review of assets to minimize probate costs and estate taxes
Take Estate Planning to the Next Level with the Safe Plan (Level 2 Membership)
The Safe Plan ensures a higher level of protection for your family and assets. As part of this Level 2 Membership plan, our expert staff will help you develop a customized estate plan that meets your specific needs. Including a broader range of services than the Protected Plan, the Safe Plan features:
- Customized Estate Plan Development
- Consultation with an American Advisors Legal, P.C. Plan Attorney regarding:
- Estate planning methods, including trusts
- Conservatorship/guardianship issues
- Document preparation for the selected estate planning method
- Estate planning organizer
- Durable Power of Attorney for:
- Asset management
- Health Care (Health Care Surrogate)
- Advance directives to Physician (Living Will)
- Scheduling of assets, including insurance policies, annuities, real estate holdings, personal property and investment portfolios
- In-state deed preparation (one deed provided at no additional fee)
- Document execution—after consultation with the attorney, we provide convenient in-home delivery by a licensed Notary Public or delivery to the attorney’s office
- Letters of Notifications to institutions
- Financial services review for tax planning purposes
- Additional services provided at a reduced fee include:
- All final settlement services
- Legal representation at probate proceedings
- Periodic review of the comprehensive estate plan documents, including sample revisions, amendments, etc.
Choose Maximum Protection with the Secure Plan (Level 3 Membership)
Our top-level Secure Plan offers the ultimate in security and peace of mind. This all-inclusive, superlative program includes the development of a highly advanced, custom designed estate plan and all related documents. Created for those who accept nothing less than the best, the Secure Plan features the following services:
- Sophisticated, Custom-designed Estate Plan and Related Document Development
- Consultation with an American Advisors Legal, P.C. Plan Attorney regarding:
- Estate planning methods, including trusts
- Conservatorship/guardianship issues
- Document preparation for the selected estate planning method
- Estate planning organizer
- Durable Power of Attorney for:
- Asset management
- Health Care (Health Care Surrogate)
- Advance directives to Physician (Living Will)
- Scheduling of assets, including insurance policies, annuities, real estate holdings, personal property and investment portfolios
- In-state deed preparation (one deed provided at no additional fee)
- Document execution—after consultation with the attorney, we provide convenient in-home delivery by a licensed Notary Public or delivery to the attorney’s office
- Letters of Notifications to institutions
- Financial services review for tax planning purposes
- Legal representation at probate proceedings
- Periodic review of the comprehensive estate plan documents, including sample revisions, amendments, codicils, etc.
- Financial estate planning consultation
- Medicaid planning
- Review and consultation of long-term care
- Federal estate and gift tax advise
- Estate settlement services to successor trustee, executor or representative
- Additional services provided at a reduced fee include:
- Advanced estate planning services
- Generation-skipping trusts
- Irrevocable life insurance trusts
- Family limited partnerships
- Estate litigation
- Specialized legal needs—at reduced flat fee and hourly rates
- Advanced estate planning services
Upgrade Your Plan at Any Time
If your needs change in the future and you require more than a basic will and Durable Power of Attorney, we can help you build an estate plan. The American Advisors Legal Plan will allow you to apply 100% of your initial membership costs toward an estate plan upgrade. Contact us for more details about this simple upgrade.
