ECKERT BYRNE’S FAMILY LEGACY MEETING

At Eckert Byrne, we believe that estate planning is not a transactional experience but instead an interactive process. There are many reasons to check-in with your estate plan on a regular basis. Our Family Legacy Meeting provides the opportunity for your beneficiaries, kids, loved ones, or fiduciaries (Trustee, Personal Representative, or Power of Attorney) to meet and form a connection with our team. We believe that it is important for this connection to coalesce in order to ensure a smooth transition of an estate. It has been our experience that when a major, and often tragic, life event happens (such as a death or disability) some of the stress and worry regarding the transition can be relieved if your children or loved ones know who to call and already have an established relationship with your estate planning attorney. We use the Family Legacy Meeting as a way to create trust and comfort between your beneficiaries and our team so there is no wariness when it is time to utilize our services and they know who to call.

FAMILY LEGACY MEETING – FOR $750 YOU GET:

  • Privacy Checklist that lets YOU set the scope of discussion, including information you want to exclude (like specific assets or total net worth)
  • Complimentary paperback of “The Inheritor’s Guide: A Legal, Financial, and Emotional Guide for Adult Children Managing Their Parent’s Legacy” by Anna Byrne
  • One-Hour Meeting (in-person or via zoom) with an Attorney and the beneficiaries/children/fiduciaries of your choosing to discuss your overall estate plan and the family’s role(s) (see Legal Check Up under our Maintenance services, if you wish to discuss changes to your estate plan; we request that plan updates, if any, be implemented prior to this meeting)
  • A deepened relationship between your estate plan and your legacy
  • A personal relationship and connection for your beneficiaries/kids/fiduciaries with the Attorney, to help with transition points like your disability or death
*AMP (Annual Maintenance Program) Members receive 10% discount*

INTERESTED IN SETTING UP A FAMILY LEGACY MEETING?

Contact Our Office