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.

Make Sure Your Plan Reflects Changes in Your Life, Your Assets, and the Law


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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.

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.

3 Year Plan Review Is Included with Every Estate Plan


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.

Estate Planning Three Levels of Planning Estate Plan ReviewSome 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.