ANNUAL MAINTENANCE PROGRAM
THE VALUE OF STAYING ENGAGED
Your estate plan was designed to reflect your family, assets, goals, and wishes at a specific point in time. As life changes, your plan may need to change as well. Marriages, divorces, births, deaths, changes in wealth, relocations, and changes in the law can all affect how well your plan continues to work over time. Without periodic reviews, important details may be overlooked and opportunities to improve your planning may be missed.
Eckert Byrne’s Annual Maintenance Program is designed to help you stay connected to your plan long after the documents are signed. Through ongoing planning resources, annual reminders, legal updates, and secure document storage, we help clients keep their plans organized, current, and aligned with their evolving circumstances.
ANNUAL MAINTENANCE PLAN ($395/YEAR)
- 1A secure digital vault for your documents accessible 24/7.
- 2Instructional Legacy Worksheets to help you document your wishes surrounding healthcare, funeral arrangements, inheritance, and family history.
- 3Technical report on changes in the law and issues that might affect your plan.
- 4A checklist of personal circumstances that may trigger the need for an update to your plan.
- 5Annual reminder to review your flowchart, asset table, technical report, and complete/update your legacy instructions worksheets.
- 6Peace of mind that your documents are up-to-date and accurately reflect your wishes.
- 710% discount for any flat fee Legal Check-Up work or additional planning tools.