• 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, TX, UT, and WY)​

• 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

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*ALL of these benefits are included in your annual membership fee.