Legacy Protection Plan™

Annual Funding Review

We will provide you with a pre-meeting “checklist” to ensure all critical assets have been properly funded into the trust and will provide funding assistance at a preferred rate.

Telephone Calls

You will have the ability to make a reasonable number of no-charge calls to our paralegals and administrative staff with questions about your Estate Plan throughout the year.

PLEASE NOTE: calls with attorneys may be billed at our usual hourly rates, including calls to staff requiring attorney input.

Education, Correspondence and Workshops

We will include you in the following programs to keep you in touch with changes and developments in Estate Planning:

• Our firm’s newsletter
• Quarterly seminars, e.g. Trustee/Successor Trustee workshops, Medicaid Planning, Changes in the Estate Tax laws
• Special client appreciation days
• Periodic blogs and e-mail blasts

No Cost Consultation upon Trust Maker’s Death

A complimentary one hour review of Client’s Estate Plan with family members, Trustees or successor Trustees upon Trust Maker’s incapacity or death.

Registration in EPLLC Client Portal™

EPLLC Client Portal™ is an electronic database that serves as a secure online repository for all your estate planning, legal, and financial documents. Storing your important documents provides a number of benefits: it solves the “where should I store these important documents so that someone can find them when they are needed”, it permits your financial advisors to work collaboratively to achieve your financial objectives and it allows your healthcare providers and loved ones access to your healthcare documents in an emergency. Moreover, EPLLC Client Portal™ allows you to store all of your online/website usernames and passwords to ensure that upon your death, your designated successors have access to your online accounts

• We will open an account in your name(s)
• We will provide you with simple instructions for use including choosing/storing passwords and user names
• We will place copies of all key planning documents into EPLLC Client Portal™ and create “access instructions” for you, your financial advisors and your family members

Notary Services

Upon prior request and reasonable notice, we will provide notary services for up to five documents at a time, free of charge.