- Complimentary annual review and update of your estate plan that includes:
- Word processing amendments requested by you;
- Advice on where to fund new assets;
- Review of Estate Plan to ensure it still meets your goal; and
- Law Firm recommended legal changes (based on changes to laws).
- Complimentary phone calls with you and your financial professional(s) throughout year.
- Exclusive annual updating workshop providing you with planning ideas and the changing legal environment.
- Invitation to quarterly “member only” special workshops.
- Quarterly newsletter providing tips and updates on the law and all of the great things happening at EPLC.
- Annual maintenance family social events for all to enjoy.
- Complimentary guidance to your family members and financial professional(s) upon your disability or death.
- Special “family” incentives.
IT’S ALL ABOUT FAMILY!