Guardian Estate Package

Protection for loved ones of any age.

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Life can change in an instant — but your family’s security doesn’t have to.

Whether you’re planning for minor children or preparing for the possible future care of an adult loved one, the Guardian Estate Package ensures that the people you trust most are legally documented to step in when needed.

This plan provides a clear, powerful foundation that protects your wishes — financial, medical, and personal — and gives your family the stability and guidance they deserve.

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THIS PACKAGE INCLUDES:​

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1.  Last Will & Testament (Does Not Avoid Probate and Administrative 

Fees)

• Appoints a Guardian for your minor children.

• Names a Personal Representative (Executor).

• Outlines who inherits your personal property (bank accounts, vehicle, jewelry, etc.).

• Ensures your wishes are legally documented in case of an unexpected passing.

2.  Durable Power of Attorney (Financial)

• Authorizes someone you trust to manage your financial affairs — including bills, banking, insurance, taxes, and property — if you become incapacitated.

3.  Advance Directive  For HealthCare

o  HealthCare Power of Attorney

o  HIPPA Release

o Living Will Instructions (End-of-Life Decisions)

o Organ Donation (optional)

o Incapacity Guardian Nomination (optional)

4.  Guardian Nomination (NV Lockbox or DVN Custom)

• Appoints a guardian to care for your minor child or aging adult

• Emergency Card Included

5.  Personal Property Memorandum

• A flexible document allowing you to list and update the distribution of sentimental or valuable items (furniture, jewelry, heirlooms, collectibles) without revising your Will.

6.   Agent Notification Sheet & Contact Summary

• A quick-reference form that lists your appointed healthcare agents, alternate agents, and key medical contacts. Designed to help family members, caregivers, and doctors quickly find and verify your healthcare instructions.​

7.      Final Arrangement Instructions (Optional)

• Specifies your preferences for funeral, memorial, burial, or cremation arrangements — easing emotional and financial decisions for your loved ones.

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💡 Add-On Option:

• Notary

• Rush

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