Proactively completing a comprehensive estate plan is one of the greatest gifts you can give your loved ones. You will provide peace of mind knowing that your estate settlement will be greatly simplified and estate administration costs lessened or eliminated depending on the estate planning tool you choose to use – a Will or a Trust.
*12 Months of estate planning attorney support and counseling included at no additional charge. Phone, email and amendment support at no additional fee within 12 months of original document execution. Includes one written estate plan review.
**Lifetime estate planning attorney support and counseling included at no additional charge. Phone, email and amendment support at no addition fee during your lifetime. Includes annual, written plan reviews.
Our two most popular plans, Comprehensive Trust Portfolio and Lifetime Lawyer, come with an annual written review of your estate plan. Too often a completed estate plan is placed on a shelf and forgotten about until it is too late. Annually reviewing your estate plan ensures that it is compliant with all law updates, and most importantly it makes sure that your specifications like beneficiaries, power of attorney and asset distributions are perfectly in line with your CURRENT wishes.