ESTATE PLANNING PACKAGES

The Law Office of Tanika L. Finney offers competitively priced Estate Plans for the professional family.

Seedlings Family Plan

  • up to Two Wills
  • Fiduciary Letters to all individuals
  • My Kids’ Plan
  • Toolkits to help you with future decisions

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Budding Wealth Plan

  • Trusts
  • Revocable Trust
  • Simple Will
  • Minor Guardianship Letters
  • Fiduciary Letters
  • Values Project

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Rose Hips Trust Plan

  • Revocable Trusts
  • Funding of Trusts
  • Pet Pal Plan

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All Plans include the following:

Strategy Session

Signing Ceremony

Delivery Ceremony

Fiduciary Letters

Power of Attorney

Health Directives

Document Storage for Wills and Trusts

Frequently Asked Questions

WHAT IF I ALREADY HAVE A WILL?

It you already have a will, I will be glad to review the will with you and provide my feedback. My goal is to ensure that you are happy with the decisions you have made. Based on my review, I will recommend whether I think you should update your will or create a trust.

WHAT IF I WANT TO MAKE CHANGES AFTER THE DELIVERY SESSION?

All clients can make changes, free of charge, within 90 days after the delivery session. You will be charged a fee for any changes you would like to make after the 90-day period. However, if you are a member of our membership plan, you will receive the number of changes according to your plan. For more information, please see our membership page.

I DON'T HAVE ANY MINOR CHILDREN, BUT I HAVE PETS THAT I CARE FOR AND WANT TO ENSURE THEY ARE TAKEN CARE OF, WHAT CAN I DO?

We have what we call a Pet Pal Will that will address the care of your furry, feathered, scaled, or reptilian family members. For more information, please see our individual Services page.

I DO NOT WANT A FULL PLAN, CAN I SELECT THE PRODUCTS I WOULD LIKE INDIVIDUALLY?

Yes. While I recommend that you review your entire Estate Plan, I will provide a la carte items for individuals seeking something specific. For pricing information, please feel free to check out the Individual Services page.

WHO CAN I INVITE TO THE INFORMATIONAL DINNER?

The informational dinner is limited to 4 adult participants. I encourage you to invite individuals who may serve as your witnesses, people who may be listed as a fiduciary, or someone you would like to serve as guardian for your minor children.

WHO SHOULD KNOW ABOUT MY WILL AND/OR TRUST?

I don’t have any specific recommendations on who should know about your will and/or trusts, however, I do recommend that other than your spouse, you should share your information with someone you trust. That person should be the individual who knows the location of your will and can step in at a time of need. A copy of your Will and/or Trust will remain at my office, that person should know that I should be contacted should anything happen to you.