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.


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