Annual Membership Plan
You made a great decision to have an Estate Plan completed. We recognize that it is expensive to set up a comprehensive estate plan. You don’t want to do that every year!
But, there are good reasons to review your plan every year … changes to tax law, or to your family, your health, or to your own wealth position may create situations in which the established plans don’t do what you want today.
We have help!
As professionals who continue to learn in a profession that is constantly evolving, we have implemented a new system which we believe is essential and will dramatically increase the chances of an estate plan working and your family being taken care of at the time of death.
An estate plan from our Law Office consists of some or all of the following documents: Last Will and Testament; Trust(s); Financial Power of Attorney; Health Care Power of Attorney; Advance Directive; Five Wishes; Property Designations; Deeds; Asset Protection Plans; Cash Flow Analyses; Public Benefits applications; Charitable Contribution documents; Endowments; Nonprofit gifting; and more! Which ones need to be changed?
The Golden Pathways Membership (GPM) is an essential part of the comprehensive estate plan. It can provide you an easy way to review your plans with us, plus get extra benefits, including a built-in discount for additional work. The plan is designed around a flat fee, so you know what to expect, and you do not have to worry… when you come in as part of the plan, the meter is NOT running!
Let us think about your situation and recommend the proper and necessary changes. And, get free gifts from the Law Office! The table below shows the 2020 benefits:
| Benefit |
GPM Ruby | GPM Emerald | GPM Diamond |
| Coordination with your other professionals |
X |
X |
X |
| Annual review of health care documents |
X |
X |
X |
| Annual review of estate plans, Trusts, and beneficaries for other instruments |
|
X |
X |
| Annual Review of trust funding |
| | X |
| Periodic newsletter updates on new or pending changes to the law |
| X |
X |
| Priority access to attorneys and reasonable phone conversations with staff |
| | X |
| Docubank membership, with SAFE vault | First Year |
X | X |
| Discount on related work during membership |
5% |
10% | 15% |
| Discount on probate work for anyone in the family |
|
10% |
15% |
| Members-only workshop with lunch, and DVD of seminar with bound printed materials |
$199 |
$79 |
$19 (refunded) |
| Golden Pathways Membership (annual cost, 20% discount for payment in full) |
Included with all Standard Estate plans |
$699 |
$1999 |
Supercharge your Estate Plans with Golden Pathways … Join us today!
Call us to sign up, stop in to see us, or download and return the AMP form.