ECKERT BYRNE’S LEGAL CHECK UP

KEEPING YOUR PLAN CURRENT

Your estate plan was designed to reflect your family, assets, goals, and the law at a specific point in time. As life changes, your plan may need to change as well. Changes in family circumstances, finances, asset ownership, beneficiary designations, tax laws, or personal priorities can all affect how well your plan accomplishes its intended purpose. Without periodic reviews, your estate plan may no longer reflect your wishes.
The individuals you’ve named as Trustees, Personal Representatives, agents, or guardians may no longer be willing or able to serve. Assets acquired after your plan was created may never have been transferred to your trust, potentially resulting in an unnecessary probate. A Legal Check-Up helps identify these issues and determine whether updates may be appropriate before they create challenges for you or your loved ones.

READY TO SCHEDULE A MEETING?

    WHAT TO EXPECT

    Before Your Meeting

    Prior to the meeting, you’ll establish a secure vault account, sign your Consultation Agreement, submit payment, review your Flowchart, and update your Asset Table with any relevant changes to your family, finances, goals, or circumstances.

    After receiving your materials, our attorney will review your estate planning documents, Flowchart, Asset Table, and any updates you’ve provided in preparation for the meeting.

    During Your Meeting

    We’ll review your current plan, discuss any changes in your circumstances or the law, answer your questions, and determine whether updates may be appropriate. Document revisions and other legal work are not included but can be quoted separately if needed.

    If Changes Are Needed

    If changes are needed, we’ll first update your Flowchart and review the proposed revisions with you. Once you’ve approved the changes, we’ll provide an engagement letter and fee proposal for the additional work. After the engagement letter is signed and payment is received, we’ll prepare the necessary documents and schedule a signing meeting to put the changes in place.

    Fees

    The base fee for a Legal Check-Up Meeting is $995, with an additional $250 charged for each additional trust reviewed (ILIT, SLAT, SRT, etc.). Annual Maintenance Program members receive a 10% discount on the meeting fee and any additional flat fee services.