ECKERT BYRNE’S ANNUAL MAINTENANCE PROGRAM

Our client maintenance options help you keep your estate plan up-to-date in order to reflect current laws, legal developments, best practices, and changes in your goals or family circumstances. Your planning goals may have evolved or your circumstances may have changed in a way that requires your documents to be updated. Kids turning 18, death, divorce, or marriage in your family, a shift in family dynamics or asset structure are all life changes that may require an update. Any changes in the law, assets, goals, and circumstances require maintenance for your estate plan.

ANNUAL MAINTENANCE PROGRAM (AMP) – for $395/year/user you get:

  • A Secure Digital Vault for your documents accessible 24/7.
  • Instructional Legacy Worksheets to best capture your specific goals and wishes surrounding healthcare, funeral arrangements, inheritance and family history to pass on your legacy.
  • Technical Report on changes in the law and issues that might affect your plan.
  • Checklist of personal circumstances that may trigger the need for an update to your plan.
  • Annual Reminder to review your flowchart, asset table, technical report, and complete/update your legacy instruction worksheets. 
  • Peace of mind that your documents are up-to-date and accurately reflect your goals and wishes.
  • 10% discount for any Legal Check Up work (see below) or additional planning tools.
ENROLL HERE!

INTERESTED IN  LEARNING MORE ABOUT OUR MAINTENANCE OPTIONS?

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