Client Maintenance 2018-07-26T15:40:19+00:00

MASSACHUSETTS CLIENT MAINTENANCE

At Eckert Byrne, we believe that estate planning is not a transactional experience but instead an interactive process. As your needs and goals change over your lifetime, your estate plan may need to change as well. We offer a variety of programs and services to help ensure your plan continues to work for you and your family, including:

LIFE & LEGACY REVIEW

Eckert Byrne administers an annual Life & Legacy Review program. The LLR program provides our clients with a consistent, yearly review of their estate-plan to ensure that it is seamlessly kept up-to-date. 

What Is The Life & Legacy Review Program?

The Live & Legacy Review Program is an optional maintenance program that ensures our clients and their estate-plans are kept up-to-date with current changes to estate law or other relevant legal developments that may  affect the administration of their plan. The program runs on an annual basis, with specific deadlines and due dates to ensure seamless analysis of your estate-plan. Ideal LLR clients appreciate and value our established process.

What Do You Get With The Life & Legacy Review Program?

LRR clients benefit by receiving:

  • Amendments to documents as deemed advisable by an attorney
  • Annual meetings with a team member
  • Recommendations for reallocation of current assets
  • General advice regarding newly acquired assets
  • Annual report and asset summary outlining current estate plans
  • Annual tax and legal newsletter updates
  • Peace of mind that their documents are up-to-date and accurately reflect their goals and wishes
  • 25% discount for any additional hourly work requested that falls outside the scope of this program

How The Life & Legacy Review Process Works

Eckert Life and Legacy Review Process

1) Enrollment (January)

The LLR program is offered after delivery of your estate plan and the process begins January of the year after you sign your plan. Our firm will mail out an enrollment packet in mid-January containing a general update letter, an annual invoice, and an LLR enrollment form.

2) Personalized Annual Report (March)

Once you return a signed enrollment form with payment, Eckert Byrne LLC will send you a personalized report including recommendations for updates to your plan based on new estate & tax laws, a summary of your current flowchart, and a current asset summary.

3) Annual Review Call With An Attorney (March – October)

Once you receive your annual report, you will contact our office to schedule a 45-minute call to discuss recommended changes and prepare for an in-person meeting. Please be sure to have your flowchart and asset summary in front of you for the call.

4) Annual In-Person Meeting With An Attorney (April – November)

The in-person meeting will last approximately 60 minutes. During this meeting you will sign and execute any updated documents to your estate plan, as well as, discuss plans for the upcoming year.

Life & Legacy Review Pricing

Pricing for the LLR plan is as follows:

  • Early Bird Enrollment: $950
  • Regular Enrollment: $1,200

Any additional meetings or client-driven changes that aren’t specified in the program may result in additional charges billed at a 25% discounted hourly rate. The attorney signed to your plan is subject to availability and change.

LEGAL CHECKUP

Eckert Byrne offers the Legal Checkup as on optional maintenance program that allows our clients to amend and update their plans as they see fit, offering more flexibility in scheduling than our Life and Legacy Review program. It is designed for clients who value an ongoing relationship with EBLLC but do not anticipate needing an annual review of their plan. 

What Is The Legal Checkup Program?

The Legal Checkup is an optional maintenance program that allows our clients to amend and update their plans as they see fit, offering more flexibility in scheduling than our Life & Legacy Review program. It is designed for clients who value an ongoing relationship with Eckert Byrne LLC, but do not anticipate needing an annual review of their plans.

What Do You Get With The Legal Checkup Program?

As part of the legal checkup, you:

  • Recieve a complimentary annual reminder to ‘check-in’ to assess your own estate plan
  • Require more flexibility to schedule meetings
  • May work with team members outside the Life & Legacy Review Program, subject to availability
  • Pay for client initiated changes on an hourly basis (there are no annual fees required)

What Are The Benefits Of “Checking-In” With Your Estate Plan?

There are many reasons to check-in with your estate plan an an annual or bi-annual basis. Your planning goals may evolve or your circumstances may change in a way that requires your documents to be updated. Estate Planning laws, taxes and regulations change constantly and may require your documents to be amended.

Below are some circumstances which may require an annual re-examination of your plan:

  • Your children have reached legal age and you would like to designate them as your Health Care Agent or Power of Attorney (or would like them to get documents of their own: review our Young Adult Estate Plan)
  • There has been a death or divorce in your family
  • An important person in your plan has married, moved, died, etc., resulting in a name or address change
  • A shift in family dynamics may result in a change in nominations or distribution amounts
  • You have added a new family member (birth or adoption) and want to discuss legal and temporary guardianship options

Legal Checkup Pricing

Legal checkups are priced based on current attorney rates (subject to change). Current attorney rates are as follows:

  • Anna E. Byrne, Esq. – $500 per hour
  • Kristin N.G. Dzialo, Esq. – $375 per hour
  • Paralegals – $150 per hour
  • Legal assistants and law clerks – $75 per hour

The attorney assigned to your matter is subject to availability and change.

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INTERESTED IN A PLAN UPDATE?

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