The plan you recently signed matched your life and the law as of one year ago, but things change. If you outgrow your plan, you want to help you ensure your plan continues to work when your family needs it most.
Priorities
Whether you inherit a fortune, take out a new loan, retire, sell a home or business, buy a home or business, or change your investment portfolio, your plan should be adjusted accordingly.
Family Circumstances
If you get married, divorced, give birth or adopt, you want to make sure your estate plan properly reflects your current circumstances
Your Assets
Everyone breathes a sign of relief after signing an Estate Plan.
But as time passes, things change.
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Secure Online Client Vault for Documents
50% or More Off Routine Updates & Amendments
3-Year Refresh of Financial Power of Attorney
Deeds or Refinance Packages
Admission to Community Workshops and Events
Last Will & Living Documents Package for College-Aged Through Age 24 and Family Members Age 65 and Older
Loyalty Discount Toward Other Future Legal Services
Post-Planning Attorney Access
Updates As You Acquire New Assets
Client Care Program Benefits & What They Means For You
Enjoy secure online access to all your estate planning documents 24/7
Ensure that your plan is always up to date and that all assets are appropriately accounted for as your family and life grow and change
Because financial institutions might be difficult to deal with if a power of attorney is more than 3-5 years old, we'll keep your document up-to-date every three years
If you purchase or refinance real estate, we will prepare a complimentary deed or any other needed legal documents to properly fund the real estate to your trust and/or comply with lender requirements
You’re always welcome at any event we host, free of charge! At our workshops you learn about interesting topics from us and other professionals, refreshers on your estate plan, and other important things that may affect your plan
We'll prepare documents for your children and older family members to ensure you can help immediately in case of an emergency - instead of waiting on a probate court
Receive a loyalty discount typically 20-50 % off legal services in the areas of estate administration, probate, and real estate. Discounted LLC/Corporate Structure reviews for your businesses
Got a quick question? Free phone calls with our staff and paralegals.
Have an attorney level question? Free phone calls, emails or letters with an attorney.
- Refinance Package for Trust-Owned Property
- Deed Into Trust for New Properties
- Change of Beneficiary Form
- Business Assignment to Trust
- Promissory Note Assignment to Trust
At Legacy Law Group, we make sure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We understand you are busy, you are growing, you are planning for a life of prosperity and you value ease, convenience, and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most.
When you are a Client Care member, we will ensure your estate plan stays up to date and provide you with ongoing legal services to help create a real, tangible legacy for your loved ones. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
We know you want to feel confident that you’ve made the right choices.
We want to make sure your plan works throughout your lifetime and give you affordable access to your personal lawyer throughout life before making any financial or legal decisions. Our Client Care Program will radically transform the way you make financial and legal decisions for your family going forward.
With our Client Care Program, the majority of the changes you need to make are covered with an affordable annual flat fee.
Our Promise: As long as you're a Client Member, your rate will always be the same per year and your benefits will be locked in for the lifetime of your membership.
Membership Fee
$399 per year
$299 per year
Married couples
Single person
enroll now
The plan you recently signed matches your life and the law right now, but we know things change. If you outgrow your plan, then the planning documents we created for you will become out-of-date and will likely fail when your family needs them. Outdated estate plans are destined to fail!
We want to help you ensure your plan continues to work when your family needs it most.
Our Client Care Program is designed to keep you informed about various estate planning matters and changes through concierge access, quarterly newsletters and regular seminars. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
Legacy Law Group Client Care Program
contact us
Client portal login
see fee schedule
Stay confident that your attorneys are in your corner, making sure your estate plan remains solid and up to date.
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Fee Schedule For Estate Plan Updates
Substantial Savings for Program Members!
Short-Term Guardianship
Long-Term Guardianship
Future-Born or Future-Adopted Child Update to Your Short-Term Guardianship, Long-Term Guardianship, HIPAA Release, Living Trust, and Last Will
Financial Power of Attorney, Medical Power of Attorney, HIPAA Release, Living Will
Amendment to Last Will & Testament ("Codicil")
Routine Trust Amendment
Complex Trust Amendment or Restatement
$175
$75
$250
$50
$250
$250
Up to 50% Discount
$350
$150
$500
$100
$500
$500
Depends on Complexity
Client member
Non-member
updates as your life changes
Refinance Package for Trust- Owned Property
Deed Into Trust for New Properties
Change of Beneficiary Form
Promissory Note Assignment to Trust
$150
$150
$150
$150
$150
Client member
Non-member
updates as you acquire new assets
Business Assignment to Trust
Call or Email Our Office with Your Questions
In Person Attorney Meeting to Discuss Asset Changes, Trust Funding Questions, Beneficiary Designations, and/or Update to Your Family Wealth Inventory
$250
$250
Client member
Non-member
post-planning attorney access
In-Person Attorney Meeting With You and Your Loved Ones to Review Your Estate Plan, Answer Questions, and Offer Preliminary Guidance
- Singing Meeting to execute your new documents
- Scans of newly signed documents and updates to your secure online client vault, estate planning binder originals, and table of contents
- Updates to your Estate Plan Summary, Emergency Wallet Cards, Instructions for Caregivers and Schools, Family Wealth Inventory, and/or Estate Plan Diagram
- Recording of deeds (recording fees charged separately)
- Shredding of revoked and outdated documents
