The Legacy Maintenance Program™©

In order to keep everything current, we provide a Legacy Maintenance Program© which offers an opportunity to review your plan in light of changing family or business situations, or as a result of changes in estate and trust laws. If we have already prepared plan documents for you, the first year as a Member of the Legacy Maintenance Program© is free of charge. As a part of this Program, we will provide you with the following benefits:

  • unlimited phone consultation with our team members on any matter related to your legacy plan
  • assistance with funding investment accounts or other assets acquired after the initial funding of your trust plan
  • interaction with your financial advisor, CPA, banker, and other financial and trust officers as you request
  • updates to Durable Financial Powers of Attorney, Durable Medical Powers of Attorney, HIPPA Authorizations and Living Wills
  • periodic updates to legal documents we have created for you, for statutory or tax law changes
  • name changes for trustees, executors, or children and grandchildren in your trust or will
  • periodic notices about new laws that may affect your legacy plan
  • ten (10%) percent reduction from our standard rate for handling your estate or trust administration