Maintenance Benefits

• 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!