Legacy Membership Program

Your plan needs to evolve with you as your life changes and as the law changes.  Our Legacy Membership Program sets us apart and allows us to ensure your plan works to keep your family out of court and out of conflict throughout all of life’s stages.  The costs of failing to update an estate plan are typically far greater than the cost of keeping your plan current.

We have designed a unique annual membership program to ensure your plan continues to work throughout your lifetime.  We will make sure your assets are always owned in the right way and that you are able to call us with any estate planning issue without having to worry about receiving a bill in the mail for hourly fees.

Benefits of membership:

• Annual estate plan review
• Annual review of your assets and update to your asset inventory
• Unlimited plan amendments due to life and law changes so your plan continues to work for you.
• Up to 50% discount in the event you choose to change the structure of your plan (for example, by adding in new trusts)
• Unlimited legal or financial questions regarding your estate planning

We can discuss more about how our Legacy Membership Program might benefit your family during our Life & Legacy Planning Session.