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LEGACY MAINTENANCE PLAN

To better serve our clients and to ensure their estate plan is accurate, we recommend all of our clients join our Legacy Annual Maintenance Plan. All estate plans should be updated regularly to ensure nothing has changed due to changes in family circumstance, value of assets, new estate/tax laws, or new strategies that would better assist you. Three levels of membership are available to you. Our bronze membership will ensure that your estate plan is reviewed annually by our office. A silver membership contains this annual review, as well as all of your legal documents available online with no cost to you. The gold membership contains all of the above with the added benefit of including all your beneficiaries in the process of planning an estate. Our Legacy Maintenance Plan was created with the hope that we will be better able to provide you with our utmost quality of service. We offer useful discounts, new programs, and personalized help to better assist you in the planning of your estate.




Bronze

Silver

Gold

Attorney Access and Annual Review

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Annual Review & Updates

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Yearly Meeting to discuss your existing plan

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Free client calls to our office

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Contact our attorney in case of emergency

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Secure document storege

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Online secure access to personal PDFs

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Discount Legal Fees

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FREE minimal changes to existing Legacy Plan

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15% off fees for major changes to plan

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10% Discont for all referrals

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20% OFF your childrens trust based plans

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Estate Planing Education

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Newsletter

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Annual Member Event invitation

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Legacy Planning and Family Meeting

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Available meeting in-officefor beneficiaries

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Binder available for beneficiaries

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$300

$500

$700


Phone 352.205.4455  | Fax 352.205.4401

Absolute Law Group.  8564 E. County Rd. 466,

Suite 303. The Villages, FL 32162

© 2016 Absolute Law Group