Yearly Virtual Plan and Funding Review

We will email your review so you can confirm your names, fiduciaries, and funding spreadsheet to ensure you have everything up to date for maximum peace of mind. ($250 value)

Member Pricing on Routine Updates & Amendments

Ensure that your plan is always up-to-date and that all assets are appropriately accounted for as your family and life grow and change. (40% or more off non-member pricing)

Complimentary 3-Year Refresh of Durable Financial Power of Attorney

Financial institutions might be difficult to deal with if a power of attorney is more than 3-5 years old. We’ll keep your document up-to-date every three years (using the existing version; does not include changes to content – see next page if you desire changes).($250 value)

Complimentary Secure Online Client Vault and Portal for Documents

Enjoy secure online access to all your estate planning documents 24/7. ($375 value)

Family Meeting with Adult Children over zoom

We will facilitate a family meeting with your adult children to ensure they understand your plan. ($250 value)