Your Family’s Lawyer for Life
Our membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages. We aim to be your family’s lawyer for life.
Unlike most estate planning law firms, our relationship doesn’t end when you sign your documents. We see the signing of your estate planning documents as just the beginning of our relationship. And that’s how it should be because your life circumstances will change, your business and financial assets will change, and the tax and estate planning laws will change. Your plan needs to change along the way as well – to reflect these changes.
Secure Your Legacy with a ‘Lawyer for Life’ Who Adapts Your Plan to Changes in the Law and Your Assets
Your plan must accommodate all of these changes to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
When does your plan need to be updated? There are many big life changes that would warrant an update to your plan. Having a child/grandchild, buying property, retiring. These are just a few of the changes that mean an estate plan update is necessary.
In addition, we ensure your assets are owned in the right way throughout your lifetime. That’s why we prepare a questionnaire summarizing your family and business assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
What You Get with a Lawyer for Life
We don’t believe in “set-it-and-forget-it” legal planning. Because your life moves fast, we focus on staying connected through consistent reminders and check-ins. You won’t have to wonder if your plan is still valid- we proactively reach out to ensure your strategy remains aligned with your goals. With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection. We ensure that as your family grows, your assets shift, or the law evolves, your estate plan follows suit.
Some of the Benefits Provided Under Our Membership Plan include:
- Annual Plan Review with Unlimited Plan Amendments
- Annual Priceless Conversations to transition your most important and most frequently lost family wealth- who you are and what’s most important to you
- Substantial discount on our fees for advising your loved ones after you’re gone
- Annual Review of Your Assets and Update of Your Asset Summary Spreadsheet
- And much more, including valuable membership enrollment bonuses.
For more information about our unique membership programs, please schedule a Family Wealth Planning Meeting, and let’s review what you own, who you love, and what would happen under your current plan if something happens to you. We aim to be your lawyer for life.