Maintaining Your Trust
It is just as important to keep your estate plan updated, as it is to create it. Change happens. It may be a legal change or a personal change. A divorce, a marriage, an illness, injury or other life changing events may require an update to your plan.
Our Life Plan™ Membership offers our clients the option to retain our services for a flat annual fee. This service ensures that the documents are always current and consistent with your desires.
We will maintain and update every document that we prepare due to changes required by law, changes requested by you or changes suggested by us.
Our comprehensive Life Plan™ includes pre-death planning, death planning and post-death planning. Take steps to protect your family’s future. To learn more, contact our office at (800) 698-6918.