Your Benefits, Explained!
Part 7: Legal Advice andDocument Changes
This month is an exciting one for our “Your Benefits, Explained!” series. We’re covering not one but two benefits of your Life Plan Membership in this article: legal advice and document changes. Just a reminder, these and all of the other benefits we’ve discussed in this series (our Semi-Annual Workshops, Monthly Q&A Workshops, etc.) are complimentary perks of your Life Plan Membership. You do not need to pay a fee to access them because their cost is already covered by your annual membership payment of $395 for couples or $295 for single people. We understand this can be confusing — and so can understanding exactly what your benefits include! That’s why we created this series in our newsletter. Now, let’s dive into your complimentary legal advice and document changes benefits and what exactly they include. Legal Advice: We’re here for you! We’re giving you our full attention: Any time you have an estate planning question, you can and should pick up the phone and call our office. We will either give you the answer or direct you to another person or firm who can help. This service is available to you for no additional charge. As a Life Plan Member, you do not have to worry about being billed by the hour for our legal advice. That said, picking up the phone isn’t the only way to access complimentary legal advice from our team. You can also attend our Monthly Q&A Webinar. This is a great way to get answers to questions that you didn’t know how to ask or didn’t even realize you had! As we discussed in Part 2 of this series, these Q&A Webinars take place virtually. You will receive an invitation to the event in your email inbox. It will include an option for you to submit as many
questions as you wish and a link to the upcoming event webpage. When the day of the Webinar arrives, you can click that link to join the workshop. We recommend sitting in on these workshops, even if you don’t have a specific question, because you will undoubtedly learn a lot from the questions of others. Last but not least, you receive legal updates from us at the beginning of every year without taking the steps of calling or attending an event. This comes in the form of an annual letter we sent to all of our Life Plan Members, which discloses changes in the law and informs you of any necessary changes that may need to be made to your documents. We also send another letter on the anniversary date of when you became a Life Plan client. The letter provides a summary of the people you have chosen as Trustees, Executors, beneficiaries, and so on for you to review and determine if these people are still willing and able to serve in their respective positions and/or whether you want to make changes to any provisions in you documents.
That brings us to our next benefit. Any changes to your documents are completed at no additional charge .
In a nutshell, any changes Required by Law , Requested by You , and/or Suggested by Us are all completed at no additional fee — even if that necessitates re-doing every single document! In other words, we have already thought of every possible scenario that would necessitate a change to your documents — and it’s all included in your annual Life Plan Membership fee!
Keep an eye out for the final article in our “Your Benefits, Explained!” series in a next month’s newsletter.
2 PrestonEstatePlanning.com
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