Is a maintenance and education program that keeps your plan current and accurate throughout life’s changes as well as legal changes. Your personal situation affects your plan. You change, your family changes.  Even your financial situation changes.  The fact is, change is a part of life, which means your estate plan must change with you.


The program includes:

  1. Reviewing and updating your plan due to life and law changes, so it stays up-to-date, and your estate plan works!

  2. Funding Review of your assets and beneficiary designations on an annual basis to ensure your plan will always work as intended and stay fully funded.

  3. Funding assistance as you acquire new assets or change the ones you have

  4. Word-processing changes made, as needed, to your existing documents.

  5. Periodic updates to your durable power of attorney for health and financial matters

  6. Comprehensive updates to your entire estate plan as the law changes

  7. Ongoing enrollment in DocuBank, to ensure your emergency medical information will always be available when needed, 24/7.

  8. Invitations to client education workshops and client appreciation events. Potential topics include: “What to Do” Workshop for Your Helpers, Estate Planning Nuts & Bolts, Retirement Planning, Wealth Reception Planning, and more.

  9. And much more—all without hourly billing!


What is not included:

Upgrades to your plan that involve new or different sub-trusts, trusts, entities or other such planning not already a part of your existing plan.

Why is this important:

LifeFocus Planning™ provides continuous improvement of your plan. Our firm can agree in advance and in writing to reduce the attorneys’ fees for the cost of administration, if your family continues to work with us. As a result, the overall cost of your plan will be substantially less than traditional planning.

An up to date estate plan will meet your goals and will keep you in control of the process and the results.

 

LifeFocus PlanningTM