Our Guardian Program
Regular updates ensure your estate plan meets your goals.
Relationships, circumstances, and law change over time.
The only way to keep your estate plan working and effective as you age is to regularly update it.
But this kind of maintenance takes time, work, and attention. If you want to ensure your estate plan works the way you intend it to, but you don’t want to have to regularly update it yourself, then our Guardian Program may be right for you.
What is Included:
When you are a member of our Guardian program, we will proactively maintain and update your plan each year. We will also assist your persona representatives and agents with implementing your plan when it is needed. This means you will receive an annual:
- Holistic review of your estate plan
- Complimentary changes to documents
- Best Practice Updates
- Ongoing trust assistance
- Practical documents maintenance
- Controlled storage and access
- Guaranteed availability and support from our team.
The office made my 87-year-old mother comfortable in an otherwise “uncomfortable” topic of discussion. Very understanding and not rushed at all. Would highly recommend.
Josh did an excellent job assisting us in putting together our Estate and Trust. He was very knowledgeable and informative. He answered all our questions and took the time to ensure we had what we needed.”
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