New Plans for Our Life Plan Membership
This year, we are pleased to introduce a better process for paying your annual Life Plan Membership invoice. Instead of mailing us a check or calling our office with your credit card information, you will now be able to quickly pay your invoice online.
1) Credit Card
2) ACH Credit Transfer (secure payment through your bank account)
To ensure this process is as easy as possible, we will send two emails to all Life Plan clients.
You can also set your annual Life Plan invoice to “Auto-Pay,” so you don’t have to worry about making the payment each year.
The first email will be sent at the end of December and will contain information on how the new process will work. There will be no payment link in the first email.
This new process is designed to create efficiencies, reduce overall costs, and keep the Life Plan Membership affordable.
Thank you for entrusting us with your estate planning needs. If you have any questions or require assistance with the new payment process, please do not hesitate to contact our office. We are here to assist you every step of the way.
The second email will be sent at the beginning of January and will contain a link to pay your annual Life Plan invoice online.
Once you click the payment link, you’ll have the convenience of choosing between two secure payment options:
2 PrestonEstatePlanning.com
Made with FlippingBook Ebook Creator