Maintenance Program

The intent of Estate Planning is to ensure protection for yourself, your assets and your family for years to come. Unfortunately, outdated Estate Plans result in a significant loss of generational wealth each year. Maintaining the integrity of your documents means adjusting to changes in finances, relationships, health and the law to ensure your plan continues to accomplish your goals from year to year.

Staying on top of your planning can be daunting and confusing. What works today may work against you tomorrow with the stroke of a pen on a new legislative change. Enrollment in one of our Maintenance Programs provides you access to our team of qualified professionals who are committed to assisting you every step of the way.

Our Maintenance Packages are expertly designed to minimize fees and maintain your estate with ease through regular checkups, firm hosted events throughout the year, and more!