Access to our planning team for any estate plan related questions or concerns
Annual, comprehensive review of your estate plan
Amendment or restatement of your trust as needed
Regular updating of your Powers of Attorney, HIPAA Authorization, Living Will and other ancillary documents as needed
Updates to your planning documents as required to accommodate changes in the law, name changes, changes in percentages or patterns of distribution and changes to your nominated helpers
Continued assistance to ensure your assets remain properly owned and beneficiaries correctly named (the most common area of neglect)
Continued enrollment in Legal Directives, an on-line storage and retrieval service, that ensures your important medical documents remain accessible by fax 24/7, world-wide
Basic, Will-based estate plan (Wills, Durable Power of Attorney, Medical Power of Attorney, HIPAA Authorization and Living Will) for each of your adult children and their spouses who reside in states where we are licensed to practice (CO, CA, TX, UT, WY, and Washington D.C.)
Attendance at our educational workshops created to provide you with current and relevant information on estate planning and related topics
A guaranteed cap on settlement fees
*ALL of these benefits are included in your annual membership fee.
Estate Planning Maintenance
and Counseling Program
Planning for Success
Your estate plan’s initial success is the
result of properly counseled, designed
and drafted documents together with
the complete and correct funding of
your planning vehicles.
Your estate plan’s long term success is
dependent on the regular review and
fine tuning of your planning to keep
pace with the myriad changes in every
area of life.
Nothing is certain in life except change.
Over time, changes in family and
financial circumstances will demand
that your plans be modified. Changes
in the law and your attorney’s increased
education and experience will also
create new challenges and planning
opportunities. Bottom line, when
change happens, your estate plan
needs to change as well.
Legacy Protector™ is a structured maintenance and counseling program, designed to keep your estate planning current and effective over your lifetime. Most estate plans fail either because they are not properly funded or because they are not properly maintained. The Legacy Protector™ Program is a proactive strategy specifically designed to minimize the chance of your plan failing when you need it most.
Legacy Protector™ Coordinator
The Legacy Protector Program, we felt, was the best way that we could protect our investment. The cost is very reasonable considering all of the value we receive in return. Joni is great and always keeps us on track and in the loop. The peace of mind that me and my husband feel that our kids and our grandkids are taken care of when our time comes to leave this earth behind.