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 review meeting at your request
  • 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
  • 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

Estate Plan Maintenance Program Annual Fee

Single Clients $295

Married Clients $395