Minimal Maintenance Program

• Customized reminders of when your documents are out of date

• Annual telephone contact with associate attorney or paralegal

- Assistance with understanding your current estate plan

- Information regarding changes in the laws

- Answers to your trust funding questions

Annual Fee: $400

 

Plan Protector Program

• Customized reminders of when your documents are out of date

• Annual face to face two hour meeting with your attorney

- Your other advisors are welcome to attend

- Optimal trust funding strategies explored

- Customized overview of advanced estate planning techniques to meet your

objectives

• Guidance regarding changes in the law and their effects on your estate plan

Annual Fee: $750

Note: All fees quoted above do not include document preparation

Please complete the form below and return it to us with your check (credit cards also accepted, please call us). Upon

receipt, we will contact you to arrange your appointment.

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Estate Planning Annual Review Request

Minimal Maintenance Program ___                        Plan Protector Program ___

Name(s):__________________________________________________________________

Address:________________________________________________________________

Daytime Telephone:____________________ E-mail:____________________________

For your convenience, we accept all major credit cards.