Essential Package

The foundation every adult should have in place.

Why it matters

The Essential Package includes a will, power of attorney, health care proxy. Each document solves a different problem. A will controls assets passing through the estate and appoints guardians for minor children. A power of attorney allows someone to handle financial matters during incapacity. A health care proxy authorizes medical decision-making. A living will communicates philosophical and practical wishes about medical intervention as well as end-of-life wishes. Without these documents in place, the powers that be often make these decisions, authority does not inherently rest with your closest loved ones.

The real value is not simply deciding who gets what. It is giving the people you trust clear legal authority to act, minimizing the burden on your family, and making sure the default rules imposed by the state do not determine deeply personal decisions for you.

Who needs it

Individuals, couples, and young families who want straightforward, comprehensive protection that they know will be effective and tailored to you and your loved ones needs. This is an affordable plan for all, and one that is needed by all.

What’s Included

Core legal documents to protect you, your loved ones, and your wishes if you become incapacitated or pass away.

Last will and testament

Directs who receives your assets, names your executor, and ensures your wishes are carried out.
Health care proxy

Appoints someone you trust to make medical decisions if you are unable to do so yourself.
Durable Power of Attorney

Authorizes a trusted person to manage your financial and legal affairs if you become incapacitated.
Living will

Provides guidance to loved ones regarding wishes around medical interventions including end of life wishes.
Guardianship planning for minor children

Names the individuals you want to care for your children if something happens to you, including a Standby Guardian where appropriate under New York law.