Free Service Package
Unlike some other offices, which charge an annual maintenance fee regularly review your estate plan, our office offers a free service package to all clients that create an estate plan with our office.
This free service package includes regular three-year check up meetings to discuss any potential changes in your life that may not be properly reflected in your current estate plan, be it a new home purchase, new children or grandchildren, or perhaps you have even won the lottery. In the drafting and editing phase, the package includes free notary services and witnessing for legal documents. It also includes monthly newsletters and client seminars and events. When the time comes, this package also includes a free meeting with the successor trustee.
We believe that establishing an estate plan goes beyond preparing the documents for the initial signing, but rather developing a lifetime relationship with our clients to provide them peace of mind that their estate will be properly prepared for the rest of their lives.
This free service package includes regular three-year check up meetings to discuss any potential changes in your life that may not be properly reflected in your current estate plan, be it a new home purchase, new children or grandchildren, or perhaps you have even won the lottery. In the drafting and editing phase, the package includes free notary services and witnessing for legal documents. It also includes monthly newsletters and client seminars and events. When the time comes, this package also includes a free meeting with the successor trustee.
We believe that establishing an estate plan goes beyond preparing the documents for the initial signing, but rather developing a lifetime relationship with our clients to provide them peace of mind that their estate will be properly prepared for the rest of their lives.