TLC™ Maintenance Program

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.