We get it. Things happen. You obtain new assets, or have a change in your family tree (for better or worse).
But what about those estate plan documents you did five years ago? Or the ones you completed even today? Are they or will they still be the way you want them when you or your family needs them most?
That's where our Estate Plan Maintenance Program comes in.
To ensure your estate is always in order, we offer two packages for our clients to choose from: The Basic Maintenance Plan and The Comprehensive Maintenance Plan. We've provided the details of each below, but we'd be more than happy to work directly with you to determine your perfect fit.
The Basic Maintenance Plan is intended to provide a simple and efficient way to stay on top of your plan. We will communicate on an annual basis and provide a summary of your current plan so that designated roles can be reviewed, beneficiaries examined, and current contact information verified. This service includes minor document revisions such as name changes, and includes an in person meeting every three years to review your current plan in light of your personal situation.
The Comprehensive Maintenance Plan is intended to provide a more thorough annual review with a rotating annual focus. The focus areas include: a) overview of current assets and review of values and current tax environment, transfer restrictions and beneficiary designations, b) advance directives, individuals designated and end of life wishes, and current legal developments, and c) disposition of assets through current plan documents, identification of beneficiaries and anticipated flow of assets. An in person meeting is available each year for this review, and minor document revisions such as name changes, as well as an update of your comprehensive asset summary are included with this program.