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Client Maintenance Program

There is an ever chaning trend across the nation today in the way we purchase services – we want what we want immediately. We want it faster, easier, simpler – everything at a click of a button.

Unfortunately, this mindset can be found in many of the clients of the legal profession as well. While the legal profession used to be known for its highly personalized service, clients are now becoming accustomed to purchasing this important service as a commodity. Why is that a poor choice? Legal Services are not commodities. They are the foundation of a relationship with your attorney that will protect you and your family during the most difficult periods in your life.

 

Instead of focusing on simple transactions, each of us needs to focus on establishing a relationship with a knowledgeable, caring attorney who will advocate for us and protect our loved ones in times of crisis. Without talking to a skilled estate and elder law attorney, you may not know the dangers to which you open yourself and your loved ones by treating legal services as simple transactions. After all, isn’t protecting and providing for ourselves and those we love our paramount goal? If so, most of our decisions will be driven by that goal. Doesn’t it then follow that a decision to establish a positive, caring relationship with our attorney is also vital?

 

The likelihood of our house burning down is low, and yet we wisely purchase fire insurance. The likelihood of our estate plan becoming out of date is high. How do we address future challenges and changes? We know based on our life experience that our documents cannot operate to their full potential alone. We need an experienced attorney by our side to ensure that our wishes are honored and properly executed.

 

To address these needs, Wood Legal Group, LLP, created our Client Maintenance Program. This program is Proactive, not Reactive. The objective is to provide peace of mind, maximum protection, and minimum risk at all times to you and your loved ones.

 

Services

Wood Legal Group, LLP. makes the following services available to our clients whose initial funding has been completed to our satisfaction:

 

ANNUAL CLIENT BREAKFAST SEMINAR

You will be invited to attend a complimentary annual client meeting where we review how a revocable living trust plan works; the purpose of the ancillary documents; the role of your Trustees; any recent tax law, probate, and trust law changes; and related areas of interest to you and your family. This annual seminar is open to you and your key family members. We offer the annual client breakfast seminar as a complimentary service to our living trust clients.

 

PLAN REVIEW AND IN-PERSON UPDATING MEETING

You may schedule an appointment any time to review your revocable living trust. Prior to meeting with us, an attorney will review your estate plan particulars and your funding to make sure it still complies with recent laws. During our in-person meeting with you, we will review your plan and discuss any changes you would like to make. The cost of the plan review and in-person initial meeting is $350.00. You incur the fee only when you schedule an in-person meeting. This fee covers the review of your estate planning documents and asset allocations, a refreshed Durable Power of Attorney if necessary, and the meeting time. There will be additional fees at a reduced rate (20% off our attorneys’ regular hourly rate) for any additional drafting or funding that you require.You can schedule an updating meeting as frequently as you desire. Some of our clients choose to meet with us every year, but the frequency is up to you. We strongly recommend meeting at least every three years.

 

FUNDING ASSISTANCE

Funding services include assistance and counseling during the acquisition, sale or disposition of trust property, whether currently owned or acquired in the future (in other words, funding). Your funding will be reviewed when you come in for a Plan Updating Meeting to ensure that the overall goals and objectives of your estate plan will continue to be met. If necessary, your schedule of assets will be updated to reflect your current financial situation. This way we can optimize tax planning for your estate in light of ongoing changes in the tax code and ensure our records are up-to-date for your beneficiaries.

 

TELEPHONE CONSULTATIONS OR EMAILS

We offer telephone consultations or email support on an as needed basis with members of our firm regarding funding, titling, plan maintenance, or plan operation. We charge for our services and advice, however, we often offer quick consultations free of charge or at a reduced rate to our existing clients. FIRM NEWSLETTERWe are not currently distributing a newsletter.

 

We welcome you to contact us for more information about our firm.This maintenance program does not obligate your successor trustees to use our Law Firm for post-mortem administration of your plan. They are free to choose any law firm they wish. But we are obligated to provide your family with postmortem services for a reasonable fee if you have participated in the updating program and maintained your estate plan at the time of death.We may increase our Trust Maintenance fees from time to time. However, no increase will exceed 10% of the current fee and there will be no increase in maintenance fees more frequently than every two years.Please contact us if you have any questions about your Estate Plan.. When you utilize our Maintenance Program you keep us involved in your important life changes. 

 

Call Wood Legal Group, LLP today at 626-898-9195 to set up your complimentary meeting to discuss your concerns and goals or fill out our contact form and we will call you to schedule your meeting.

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