Lifetime Education, Maintenance and Administration
No one plans to end up a ward of the court in an ugly, expensive guardianship proceeding. No one writes a Will planning to accidentally disinherit his children when his wife remarries. No one spends thousands of dollars on complex estate planning and then purposely neglects to fund her trust. But it happens all the time because while people don’t plan to fail, they fail to plan.
Life isn’t static. It’s can be complex and messy. It’s constantly changing. Yet some people still regard estate planning as a “once and done” type of activity. Mostly it’s due to procrastination; no one like to think about death or disability. But, often, it’s about the money.
It doesn’t make sense to balk at paying a few thousand dollars for a personal estate plan when not doing so will cost you and your family tens of thousands of dollars down the road if you end up in guardianship or your assets unnecessarily go through probate. Yet even smart and wealthy people still do this.
We want you to keep your estate plan up-to-date for as long as you live, so instead of paying a big chunk of money every time something changes, you can pay a reasonable annual price and never pay for updates again. That’s right – if you want to change your revocable trust next year and every year after that, it’s free.
You’ll also never be charged for phone calls or emails, and in the event you need more advanced planning later on, you’ll receive a loyalty discount on those services. Do you have family members in Florida who need some estate planning? They’ll get a discount, too.
You’ll also receive complimentary membership to Docubank, invitations to members-only events, preferred pricing for estate administration when you die, educational newsletters, and much more. Click here for more details.
We want to get to know you as a person, and that takes time. We want to know what’s important to you, what you’re afraid of, and what legacy you hope to leave behind for your family and community.
We want to be YOUR lawyer – the one you have on speed dial. The one you call whenever you have any kind of legal question. Because if we don’t know the answer, we’ll find someone who does.
If you’d like to learn more about our Estate Protection Plan – the smarter way to keep your estate plan up-to-date with changes in your life and the law – give Cindy Clark a call at 941-444-5958 or use the Contact Form below. Let’s start a lifelong relationship.