Trust Preventive Maintenance Program
We created our Trust Preventive Maintenance Program because we realized our clients need to continue with their Estate Planning process. There have been too many incidents of clients coming in with an Estate Plan they had created decades ago and then forgot about. In the mean time, the laws had changed, the way of handling Estate Planning had changed, and their situation had changed.
Optional plan
In designing the Trust Preventive Maintenance Program, we realized it may not be what everyone needs. We decided that we would give each of our Trust clients a membership in the program for the first six months after their Trust was created. Then, if the client wishes, he/she can continue the Program on an annual basis for a fee. This accomplishes two goals:
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It allows them to make any changes in their plan for six months without any additional charges.
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It helps prevent the overwhelming feeling most people have when creating an Estate Plan so they can decide if they wish to continue with the maintenance program.
The program
The Trust Preventive Maintenance Program includes the following items:
1 |
Workshops (a minimum of three per year) |
2 |
Unlimited future transfers of assets acquired after the initial Estate Planning into your trust so you never have to worry. |
3 |
Unlimited legal questions for your peace of mind. |
4 |
Annual review of your assets and update of your asset spreadsheet so your loved ones know what to look for after you are gone. |
5 |
Annual trust funding report delivered to you for reviewing the current status of your assets funded to the trust. |
6 |
Annual meeting with your tax advisor and/or your financial advisor (you choose whom to include) to review your needs. |
7 |
Every-other-year review of the details of your Estate Plan with you and make any amendments needed due to changes in your life and in the law. |
8 |
Unlimited Estate Plan amendments caused by life and law changes that occur between the every-other-year review. |
9 |
Continued monitoring by us of South Carolina and Federal estate and gift tax law and notification to you of changes that affect your Estate Plan. |
10 |
Docubank enrollment for your healthcare power of attorney (and living will if you have one). |
11 |
Substantial discount on our fees for counseling and advising your loved ones after you’re gone. |