Keep Your Legal Plans

Up To Date

Get comprehensive legal plan maintenance, regular updates, and
guaranteed peace of mind for you and your loved ones.

70% of Estate Plans Fail!
Outdated Plans

are a major contributing factor

Without regular reviews and updates, your legal protections may no longer be as effective, potentially leaving you and your family vulnerable to unnecessary complications. Don’t let your plan fall behind. Manage everything efficiently through our ‘MEMBER ONLY’ portal!

The Legacy Circle
Keeps Your Estate Plan Working

The Legacy Circle offers comprehensive maintenance for estate planning, elder law documents, and other legal planning needs, ensuring they remain current and effective as laws and your circumstances change. Whether you’re managing your estate, elder care planning, business agreements, or personal asset protection, this program provides annual reviews, legal updates, and support for a low, fixed fee. By staying ahead of changes, you protect both your future and your peace of mind.

Stay Protected

Ensure your estate plans, elder law documents, and other legal plans are always up to date with current laws.

Peace of Mind

Regular reviews ensure that any changes in your personal life—such as family, health, or finances—are reflected in your legal documents.

Save on Legal Costs

Enjoy fixed, affordable maintenance fees that help you avoid costly legal expenses down the road.

Protect Your Legacy

Guarantee that your assets and wishes are protected with proactive updates, keeping your legal plans effective.

Simplify Estate or Business Transitions

Benefit from lower administrative fees and smoother transitions for your family or business partners.

Ongoing Support

Get access to our team for guidance, document changes, and legal advice, ensuring you’re always prepared for the future.

Exclusive Member Benefits

  • Secure electronic storage of your estate planning documents in our protected digital vault
  • Preferred access to attorney appointments
  • Annual review of your estate plan, trusts, contracts, elder law documents, and other legal planning to ensure your plan remains current and effective
  • Annual one-on-one check-in with an attorney, including the opportunity to discuss and create a Legacy Interview (an electronic recording of your family stories, values, and memories)
  • Free detailed financial review with one of our trusted financial planner partners
  • Access to our exclusive members-only portal and private online community, with direct access to our attorneys and support staff
  • Access to members-only articles, videos, live webinars, video library, and educational resources
  • Monthly live “Ask the Attorney” web conference
  • Annual “State of the Union” legal update covering the latest developments in estate planning, elder law, and related legal matters
  • Invitations to exclusive educational workshops, social events, networking gatherings, and member lunches throughout the year
  • Remote educational events featuring our professional partners
  • Phone consultations with our legal team
  • Discounted pricing on estate plan updates, amendments, elder law documents, and other legal services
  • Discounts for family members
  • Regular newsletters with updates on estate planning, elder law, and other important legal topics
  • Legal guidance and support for your family members or business partners when they need it

Three Simple Ways to Sign Up

Sign Up

Enroll in the Legacy Circle our a simple registration process.

Stay Protected and Current

Benefit from regular updates, document changes, and ongoing legal support to keep your estate, elder law, and other plans in top shape.

Ensure Long-Term Security

Whether for personal, business, elder care, or estate planning, make sure your legal documents are always up to date and effective.

Why Join the Legacy Circle?

Without this membership, you could face hourly legal fees for updates or consultations. For a fraction of those costs, the Legacy Circle provides ongoing maintenance, legal guidance, and guaranteed security for your estate plans, elder law documents, and other legal needs.

Don’t Let Your Legal Plans Fall Behind — Join the Legacy Circle Today!

Early Bird Pricing

$795

(Starting January 2027)
Join the Legacy Circle today and receive the remainder of 2027 at no cost to you!
2-year commitment after payments begin. See agreement for full details.

Welcome to the Legacy Circle.

Stop stressing and start celebrating peace of mind.