Planning Ahead To Protect Loved Ones
From asset protection to wills and irrevocable trusts, having a comprehensive estate plan is necessary to protect yourself and your loved ones for the future.
Planning For The Future
Our Estate Maintenance Program is an annual program that provides peace of mind while planning a secure estate for the future. We offer plans for single clients ($295) or married clients ($395) to meet your planning needs. Get started today with planning for the future by reviewing our Maintenance Program Checkup Form.
No matter who you are planning for, this Annual Maintenance Program includes:
No charge for reasonable phone calls by you, your representatives, or your professional advisors to anyone in our office
Law firm initiated changes to your documents to take advantage of changes in law
Annual summary of your current estate plan
Annual checkup – we will contact you to get current information regarding changes to your family, your assets, or other matters that might affect your estate plan
Assistance to your disability panel to verify your disability and get your successor Trustee appointed
“Word processing” amendments to your estate planning documents at no additional charge. If changes are more complex than just word processing, the annual maintenance fee paid will be deducted from the bill
On-going guidance with funding of new assets acquired during the year
A meeting with your family or helpers upon your disability or death to explain the plan you created and outline the assistance available in maintaining or settling your plan (any new services, if required, will be identified and billed separately)
Safe keeping your original Estate plan documents in a protected storage facility
Special pricing for family members to do planning during the year – a 15% discount
Referrals to attorneys with other practice specialties and to other professionals such as accountants, elder care specialists and realtors