If you are like most of our clients, you didn’t come to us for a “stack of documents.” You came to us to create a plan that will work when you need the plan to work. The problem is none of us knows when “LIFE WILL HAPPEN,” resulting in the estate plan being needed. It could be tomorrow, it could be (and hopefully will be) many, many years from now.

Yet without continued oversight, there is a tremendous likelihood that your properly designed estate plan will quickly become out‐dated and fail you and your family.

So What Can Change?

It is not a matter of “if” things will change, it is only a matter of “when” things will change – and whether your plan will be ready at a moment’s notice, no matter how much time has passed since you originally became our client.

People in your life and your relationships with those people change over time; what you own and the value of your assets change over time; state law, federal law and the tax code changes over time; and, our constant quest to be as educated and informed as we can be results in planning techniques and document language changing over time.

So What Can You Do About It?

We have discovered that the best way to make certain your estate plan is ready at a moments notice is to enroll in our unique and exclusive Life’sWork Protection Plan™ Membership Program.

As a revocable living trust‐based planning client, you receive a complimentary 12‐month enrollment in the Life’sWork Protection Plan™ Membership Program. The enrollment period ends on the 1‐year anniversary of your document signing meeting. Thereafter, you will decide whether to continue in the Life’sWork Protection Plan™ Membership Program or work with us in the traditional law firm way – being charged based on our hourly rates. We hope you give strong consideration to the importance of a properly maintained estate plan.

Membership benefits include:

  • either a one‐on‐one  meeting with an attorney or an Annual Life’sWork  Trust  Review  letter  of  your  estate  plan  (your  option), which  may  include  recommended  changes  to  your  estate  planning  documents 
  • annual  review  of  titling  of  assets   
  • workshops  educating/supporting  clients  in  areas  of  life  and  legacy 
  • training  workshops  for  successor  trustees   
  • trust  amendments  incorporating  improved  estate  planning strategies  and  language  
  • inclusion  of  approved  amendments,  such  as  change  of  trustees
  • reasonable  telephone  calls  by  you  or  your  advisors  to  anyone  in our  office  at  no  additional  charge    
  • an  emergency  card  providing  access  to  your  health  care documents  24  hours  a  day,  7  days  a  week,  anywhere  in  the world  
  • value  of  entire  estate  planning  team  protecting  your  interest

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