HAPPY CLIENT CARE MEMBERSHIP PLAN
You create your estate plan. But, your journey doesn’t stop there. Life changes and so should your plan. That’s why we created the Happy Client Care Membership Plan for our estate planning clients.
Client Care Program
You did the hard part. You created your estate plan. Now, you need to keep that plan updated and current. That is where our Happy Client Care Program comes in to play.
We created our Happy Client Care Program to help you manage your estate plan. When you enroll in this program, you will have access to concierge services, workshops just for you, special client appreciation events and substantial discounts on future work.
Client Care Benefits
Value
$129
$10 +
Benefits
Pay Annual Membership Fee to My Life & Wishes
Free Notary Service for Any Legal Document
Meeting with Successor Trustee After Death and giving Successor Trustee a Successor Trustee Handbook
Annual Plan Review and Unlimited Plan Amendments Due to Life and Law Changes So Your Plan Works – Always!
Annual Review of Your Assets and Update of Your Asset Spreadsheet So Your Loved Ones Know What to Look For After You Are Gone and None of Your Assets End Up Part of the $5.2Billion Held by North Carolina’s Unclaimed Property Division.
Annual Priceless Conversation to Transition Your Most Important and Most Frequently Lost FamilyWealth – Who You Are and What’s Important to You.
Substantial Discount on Our Fees for Advising Your Loved Ones After You’re Gone
Annual Opportunity Capturing Meeting With Your Personal Family Lawyer, and Your Tax Advisor and/or Your Financial Advisor (you choose who to include)
Annual Family Meeting to Integrate Adult Children Into Planning and Prepare Them To Receive Wealth So Your Family Increases Its Wealth at Each Generation … Protect Against the Rags To Riches To Rags Phenomena
We will act as the Independent Trustee on your Asset Protection Trust for only $100/mo per trust.
Discounts for Multiple Trusts.
Quarterly Special Workshops
Unlimited Future Asset Transfers Acquired Post-Planning So You Never Have to Worry – We’ll Take Care of It, Just Let Us Know.
Objective, Private Strategic Life Planning Session Facilitated By Your Personal Family Lawyer
Unlimited Legal Questions For Your Peace Of Mind. Call Us Anytime For Free.
Annual Meeting and Updating of Your Corporate Records for Businesses Owned by You for Maximum Liability Protection. Monthly Investment Covers One Business; Additional Businesses At A Reduced Fee.
North Carolina Corporations or Limited Liability Companies Formed for a Flat Fee of Only $497. $997 per entity formed.
Documentation of Gifts Made and All Record-Keeping of Gifts So That Estate Tax is Minimized and You Maximize the Effective Use of Your Irrevocable Trust(s).
Annual Assessment of Gifting Plan to Ensure You Don’t Fail to Use Every Single Government Tax Gift, Which Could Mean Hundreds of Thousands in Your Loved One's Bank Accounts.
BONUS
Free Estate Check Up For Parents Over 65
50% Off Plan for Parents
Free Health Care Directive and Durable Power of Attorney
Free Annual Healthcare Directive and Durable Power of Attorney Updates
Legacy Plan
Wealth Plan Plus
$4,000 in Free Enrollment Bonuses
DESCRIPTION
Free Estate Check Up For Parents Over 65 Who Have Less Than $4mm if Married or Less Than $2mm if Single
50% Off Plan for Parents
Free Health Care Directive and Durable Power of Attorney for Adult Children Up to the Age of 25 and Parents Over the Age of 65 Who Do Not Have Probatable Assets
Free Annual Healthcare Directive and Durable Power of Attorney Updates
Wealth Plan
Trust Plan
VALUE
$950
$1997
$497
$997
Our Plans
The Essential
$150 per year
This plan is for the person who wants to make sure they and their loved ones can access their documents 24/7. With this plan, you have some added services such as paid annual fee to My Life & Wishes, a three year review of your estate plan and access to on-going workshops.
The Premium
$250 per year
This plan is for the person who wants to make sure they and their loved ones can access their documents 24/7. With this plan, you have some added services such as free notary services, new power of attorney documents every year and access to on-going workshops.
The Elite
$350/ year
This Plan is our most popular plan. This plan is for the person who wants complete security that their estate plan will continue to evolve as life changes occur. Your assets and documents are kept up to date. You want the most out of your estate plan and full access to our services.
