Generational Wealth Protection Plans
The Generational Wealth Protection Plan is a preventative maintenance program for your estate plan. This innovative solution addresses the uncertainty of who is responsible for keeping your estate plan updated. The Generational Wealth Protect Plan creates a structured ongoing relationship between you and us, in which we share that responsibility.
By working closely together, we can ensure that your estate plan stays current so that when your family needs it, it works the way you intended. The keys to successful estate plan maintenance are communication and collaboration. That’s the foundation of The Generational Wealth Protection Plan.
Our system provides a structure with clear expectations of who needs to do what and when they need to do it. It takes the guesswork out of how to keep your estate plan in optimal shape. The Teamwork Members of The Generational Wealth Protection Plan will appreciate that, as things change, their plan needs to change, too. This fosters a close professional relationship to help you with your generational wealth planning.
The Wood Legal Group Promise
What every clients Gets!
Free Estate Planning Audit Meeting every 3 years, upon request ($495 min. value)
Free meeting with successor trustees and family after incapacity or death
Free phone calls and emails with law firm staff ($375 min. value)
Free client eNewsletters
When you created your estate plan, we worked together to design a plan that best suited your existing situation. You taught us about your family, your financial circumstances and your hopes, dreams, fears
and goals. We taught you about the law and your options for addressing those issues. The Generational Wealth Protection Plan simply works like this. You keep us regularly informed as your family, finances and goals change. We keep you informed as changes in the law affect your plan or create new opportunities.
GENERATIONAL WEALTH PROTECTION PLANS
Basic
150$Every yearYour Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($105 Value)
- 10% of All Webinars ($240 Value)
- For More Detailed Information See Maintenance Plan PDF
Gold
400$Every yearYour Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($150 Value)
- Questions: No Cost Answers to Questions about your Plan
- Annual Review Meeting: 1 Hour ($750 Value)
- Free Contact Info and Name Change Updates ($150 Value)
- New Asset Titling Advice ($375 Value)
- Friends and Family Discount ($500 Value)
- Pay Less For More: 10% discount on plan design ($200 Value)
- 50% Off 2 Tickets For All Educational Webinars ($900 Value)
- Private Members Only Events
- For More Detailed Information See Maintenance Plan PDF
- Best Value
Platinum
800$Every yearYour Generational Wealth Protection Plan- Quarterly Newsletter ($80 Value)
- Docubank Registration: Plan Vault ($150 Value)
- Questions: No Cost Answers to Questions about your Plan
- Annual Review Meeting: See "Team Meeting" ($1500 Value)
- Free Contact Info and Name Change Updates
- New Asset Titling Advice + 15% Funding assist ($500 Value)
- Friends and Family Discounts
- Pay Less for More: 20% Off Design Amendments & Restatements
- Enhanced Funding Assistance ($800 Value)
- Team Meeting: Each year, We Can Meet with Important Advisors
- Free Estate Plan Updates to Non-Dispositive Parts of Plan
- Annual Client Appreciation Treats
- 1% Controlled Settlement Fee: Must still be a Member
- 20% discount on Dispositive Amendments and Restatements
- 2 Free Tickets to All Educational Webinars
- For More Detailed Information See Maintenance Plan PDF