Our firm offers a yearly update program that helps keep your estate plan up to date. Unfortunately, many people who have a “living trust” are lulled into inaction by the persistent myth that a living trust is like a magic wand which heirs may wave to immediately receive the deceased’s assets without any tax liability, probate, or fees of any kind. The trust is not magic, and heirs will soon discover that lack of attention over the years to small, but important, details have resulted in burdensome and time-intensive administrative work in addition to legal and accounting fees. Your living trust is the cornerstone of your estate plan, and your responsibility is to maintain it for the benefit of yourself, your family, and your beneficiaries. As your attorney, I will assist you, as a retainer client, in meeting that responsibility.
Benefits of the Retainer Client Program:
-
Receive an annual update letter covering current topics and questions that may affect your estate plan.
-
Ready telephone and email access to a staff member or attorney for estate plan questions.
-
One free annual attorney appointment (up to 1 hour).
-
Discount on legal fees for commonly updated estate planning documents:
-
5% discount for clients under 10 years
-
15% discount for clients over 10 years
-
-
Safe, secure, and confidential file room at the Los Gatos office.
-
Access to current trust documents via the CLIO client portal.
-
Referrals to other legal professionals.
If you would like to discuss joining the program please contact our office
