Make sure that your Estate Plan remains current and relevant

Features of the Maintenance Program

1. A DocuBank account to hold clients' important estate planning documents in a digital format;
2. Uploading of existing Health Care and Estate Planning Documents to DocuBank Account(s);
3. At client request, uploading of future Health Care and Estate Planning Documents to DocuBank Account(s);
4. Annual update of Trust Funding and Schedules;
5. Annual Review Consultation;
6. Annual Seminar on your Estate Planning Portfolio and Changes in the Law;
7. Up to three (3) changes to Power of Attorney documents, Advance Health Care Directives, HIPAA Waivers and Beneficiary Designations for Non-Trust Assets per year;
8. 25% discount on Trust Amendments and Trust Restatements;
9. Free Notary Services for ANY type of document (appointment required).