Why?

 

• To encourage communication and minimize document drift due to changes in family situations, tax laws, or inadequate monitoring of asset titling and beneficiary designations.

• Designed for clients who value proactive management.

• Bottom Line: To actively manage a client’s legacy strategy by encouraging periodic engagement.

 

 

What is included?

 

• No charge for periodic phone calls or emails not involving significant time or legal research.

• No charge for simple amendments such as changing agents on a health care directive or changing trustees on a trust.

• Legal work is discounted 15%.

• Annual confirmation asset titling and beneficiary designations.  This includes an interactive financial condition model to help coordinate the location of assets and direction of net worth for the benefit of clients and surviving family members.

• Coordination of plan updates with financial advisor and/or CPA.

• Monthly newsletter containing meaningful estate planning updates and topics.

 

How much?

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• $750 annual fee*

 

How to Enroll and Renew? 

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• Implementing an estate plan automatically establishes membership for a 12-month period.  After anniversary date, paying the invoice renews membership program for another 12-month period.

 

 

*Membership fee invoice allows for multiple payment options.  Fee is subject to change on an annual basis.