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.
“Very Understanding”
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.
Cindy
“Outstanding Job”
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.”
Resources
Maintaining Your Estate Plan: Our Guardian Program
Maintaining Your Relational Estate Plan Estate plans only work well when they are maintained. As your beneficiaries, personal representatives, agents, and assets change due to life events, the only solution is regular maintenance. Our Guardian program is designed to...
How Often Should I Update My Estate Plan?
Many people create their estate planning documents, then stick them in a desk drawer or safe and forget about them for years. Unfortunately, because of changing laws and life circumstances, estate planning is not one-and-done once you have your will or trust and other...
Trust Funding: A Checklist for Funding Your Trust
If you have created a trust or are considering doing so, you will need to know how to fund your trust once it exists. A trust only works if it owns your assets instead of you, and you will have to go through the process of putting all your assets into the trust once...