Estate Planning That Works
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 requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.
The Lifetime Planning Process s designed to ensure that your plan shifts, changes and grows with you and your family over time – efficiently, effectively, and affordably.
Why Participate in Our Lifetime Planning Program?
Our Lifetime Planning Program provides the confidence and peace of mind of knowing your plan will continue to work for the people you love when they need it most. Estate planning is not a one-time event – it’s an ongoing process. As your life evolves, your plan should evolve with it.
A new investment, bank account, property, business interest, family member, or even a change in relationships can impact your planning. Changes in the law can also affect how your plan works.
Take a moment to think back just three years. How much has changed in your life since then? If your plan was created back then, would all of your decisions still be the same? Would your asset inventory still be accurate? Are there life changes, financial changes, or legal updates that should be reflected to ensure your plan continues to protect the people you care about most?
Our Lifetime Planning Program is designed to ensure that as your life changes, your assets grow, and the law evolves, your planning evolves as well. This means your legal documents, your asset inventory, and the people you’ve chosen to carry out your wishes stay current and aligned with your goals.
The Lifetime Planning Program reflects our ongoing commitment to your future, your family, and the legacy you will leave behind.
Here’s what we include with the Lifetime Planning:
- Complimentary Annual Reviews: Through our annual review process, we’ll help you revisit your plan each year in an efficient and meaningful way, ensuring your planning remains current and your wishes are clearly documented.
- Preferred Pricing for Plan Updates: Life changes and your estate plan should too. Program participants receive complimentary basic updates to planning documents, along with preferred pricing for more substantial or complex revisions.
- Planning Support for Your Family: Because the planning decisions of those closest to you can impact your future, we extend special program pricing and benefits to your family members as well.
- Ongoing Benefits & Resources: Just as your life and circumstances continue to evolve, so will our program. We are continually expanding the resources, education, and benefits available to support you and the people you love for years to come.
With Lifetime Planning, You Can Live & Die in Peace
Planning for your future means knowing you and your family have us in your corner for life … and beyond. Contact us today to schedule a Lifetime Planning Session, or a review of your existing plan to determine the best plan ahead..
Get In Touch
Need help with your planning? Contact us today to speak with one of our experienced advisors. We’re here to guide you every step of the way.