Ongoing Counsel for Peace of Mind at a Reasonable Fee
Your estate planning is about more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. We know if we sell you that, it’s your family who will suffer.
It’s why we don’t just prepare documents you could create yourself online, but instead guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets and deliver planning that works to keep your family out of court and out of conflict.
Having a “plan that works” to keep your family out of court and conflict requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.
That’s why our Life & Legacy Planning Process includes our FamilyCare Plan. Our FamilyCare Plan is designed to ensure that your plan shifts, changes and grows with you and your family over time – efficiently, effectively, and affordably.
Why Enroll in the FamilyCare Plan?
Our FamilyCare Plan provides the peace of mind of knowing your plan will work for your family when they need it. Without a FamilyCare Plan, your documents are out of date as soon as something changes in your life, such as a new investment, new account, new property, new asset, new family member – or a changing relationship circumstance.
Look back at your life just three years ago and consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets still apply? Has there been movement in your life, assets, or the law that needs to be incorporated to ensure your plan works for the people you love?
Our FamilyCare Plan is the assurance and peace of mind to know that as your life changes, the law changes, and your assets change, your legal documents, your inventory of assets, and the people you’ve named in your plan will too. The FamilyCare Plan is our committment to your future and the legacy you’ll leave behind. Here’s what we include with the FamilyCare Plan:
- Member Pricing
- Simple swap out for fiduciaries (for $100 instead of $495 to $695 standard fees)
- Further discounting on documents for you
- An immediate family member (either a single person or a married) receives annually either:
- Free incapacity documents (typically $495 each)
- $300 off an estate planning package
- Preferred access to attorney appointments
- Electronic storage of your documents on our secured vault
- An annual detailed check in with Will or Allyson where we will also discuss a legacy interview (e.g., an electronic recording of family stories)
- A free detailed financial review from one of our financial planner partners
- And More: Just like your plan will change over time, so will our FamilyCare Plan – as we’re constantly evolving and adding new benefits to support you.
With Our FamilyCare Plan, You Can Live & Die in Peace
Becoming a member of our FamilyCare Plan means knowing you and your family have us in your corner for life … and beyond. Contact us today to schedule a Life & Legacy Planning Session, or a review of your existing plan to determine if you qualify for our FamilyCare Plan.
