Plan Maintenance

Everyone wants to be a winner, and if it were as easy as rolling out of bed we would all be winners. But winning requires doing the little “extras”.

Will your plan work? It depends. Have you kept up with changes in the law, and with your family? Do you have different ideas about how things should go? Have you been diligent in making sure that your property is titled properly? If so, you are all set.

If not, there are likely things you need to do, which is the way estate planning has always been done. But how would you like the opportunity to keep your plan in tip-top shape and at a low annual cost that guarantees your family a lower overall fee?

In recent years we have re-tooled our practice and implemented the Sideline to Sideline Planning Process™ which offers all estate planning clients the opportunity to remain in our Sideline to Sideline Legal Services Program™ which includes annual plan maintenance and educational opportunities. And because plans are in great shape it will be easier to settle them at death, and therefore they merit a reduction in fees.