Here is just a sample of the benefits you'll enjoy when you
work with our office:
- FREE Living Trust Identification Cards. These wallet-sized
laminated cards have our office address and phone on one side and the name
and date of your Trust on the other. These will serve as a handy, on-the-spot
reference whenever you buy new investments, open a new account or conduct
a transaction for your Trust.
- FREE unlimited telephone support. For our estate planning clients,
answers to their questions are never more than a free telephone call away.
Whether you need specific help with your own Trust, or just want information
on other estate planning strategies, give our helpful staff a call.
- FREE subscription to our quarterly newsletter, Your Estate
Matters, where you'll learn about estate planning topics and other informative
subjects relevant to you and your family's needs.
- FREE consultation during those difficult days after the death
of a loved one. During this meeting, we'll be available to help guide you
through the essential steps you'll need to undertake in the administration
of the Trust. If you need additional support, our services will be available
to you or the surviving Trustee at a reasonable rate.
- FREE Estate Plan checkups every three years, with more frequent
reviews available if you so desire.
- FREE family meetings to explain to your loved ones how your estate plan works and what role each party will play in carrying it out.
- FREE parking at our office building whenever you visit.
Finally, as a member of the American Academy of Estate Planning
Attorneys, our firm has a wide range of benefits to offer you. For example,
we can provide you with access to a nationwide network of qualified attorneys
who can assist you with out-of-state transfers of title, provide help should
you move to another state, or simply offer a referral to an out-of-state friend
or family member who needs estate planning help. In addition, the Academy provides
its members with substantial legal, technical and practice management support
to ensure that our clients will be provided with high quality estate planning
services.
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