Client Care Program
Ensuring Plans Work When Needed
Our team is committed to providing the highest level of service to our clients. To that extent, we are proud to offer our clients comprehensive estate plan maintenance through our Client Care Program.
There are 3 tiers available to support any and all of your planning, for a simple annual fee:
- Legacy Protection Program™ – supports base estate plans such as Wills and Revocable Living Trusts
- Legacy Shield Program™ – supports base estate plans plus asset protection strategies such as LLCs and Asset Protection Trusts
- Legacy Fortress Program™ – supports base estate plans and asset protection strategies plus advanced strategies to minimize estate taxes such as Gift Trusts
Program Benefits
Legacy Law will handle all aspects of your continued estate plan preservation and protection. A few of the benefits of this program include (but are not limited to):
- “One Quick Question” calls and emails with our Team
- A comprehensive Estate Plan Review meeting every 3 years
- Line Item Changes to your Estate Plan as needed
- College Peace of Mind Send-Off Package™ for up to 3 children
Interested in Learning More?
For more details about the Legacy Protection Program’s benefits, schedule a free initial consultation with our experienced attorneys!