Estate Maintenance Program

Our Annual Maintenance Program includes:

  • No charge for reasonable phone calls by you, your representatives, or your professional advisors to anyone in our office
  • Law firm initiated changes to your documents to take advantage of changes in law
  • Annual summary of your current estate plan
  • Annual checkup - we will contact you to get current information regarding changes to your family, your assets, or other matters that might affect your estate plan
  • Assistance to your disability panel to verify your disability and get your successor Trustee appointed
  • "Word processing" amendments to your estate planning documents at no additional charge.  If changes are more complex than just word processing, the annual maintenance fee paid will be deducted from the bill
  • On-going guidance with funding of new assets acquired during the year
  • A meeting with your family or helpers upon your disability or death to explain the plan you created and outline the assistance available in maintaining or settling your plan (any new services, if required, will be identified and billed separately)
  • Safe keeping your original Estate plan documents in a protected storage facility
  • Special pricing for family members to do planning during the year - a 15% discount
  • Referrals to attorneys with other practice specialties and to other professionals such as accountants, elder care specialists and realtors

Estate Plan Maintenance Program Annual Fee

Single Clients $295

Married Clients $395