ANNUAL MAINTENANCE PROGRAM
Annual Maintenance Program
$395 per year
Our Annual Maintenance Program provides ongoing support, structure, and peace of mind through:
Legacy Instruction Worksheets
Guided tools to document your wishes regarding healthcare, funeral arrangements, inheritance, and family history
Annual Technical Review
Updates on relevant legal and tax developments that may impact your plan
Personalized Review Checklist
A structured assessment of life events and changes that may warrant updates
Annual Plan Review Reminder
A prompt to revisit your documents, asset summaries, and planning objectives
Preferred Client Pricing
10% discount on Legal Check-Up services and additional planning tools
Ongoing Peace of Mind
Confidence that your plan remains current, effective, and aligned with your goals
Secure 24/7 Document Vault
A Secure Digital Vault for your documents accessible 24/7
Have A Question?
Schedule a consultation through our booking system or contact us via email.