If you are doing what you should, you change your car's oil every 3000 - 5000 miles. And you invest in maintenance and preventative care throughout the life of your vehicle. Estate plans are much like cars. And great plans, like great cars, come with warranties and a dedicated service staff to provide diagnostics and service before they are needed urgently.
Our firm's Foundations Program is the best estate plan warranty you can buy, provided by the best estate planning service team available. Our annual maintenance program includes "tune-up" services, like reviews and updates on your estate planning documents, for free or at reduced rates. Clients who participate in the Foundations Program also receive discount on all the estate planning services they need. As a member of the Foundations Program you'll be able to call into our office for that "one quick question" for free, and if your question needs research or even a meeting, you will receive a discount on the service. Throughout the course of the year we provide complimentary seminars, workshops and newsletters that will help you maintain your estate plan, help educate your trustee, and ensure that everything is simple and easy for those you love when the time comes for them to put your planning into action.
Another way that we continue to protect you through the Foundations Program is with your DocuBank card. We originally enrolled you in this electronic registry for your healthcare directives when you first created your living will and healthcare power of attorney. We did so because we wanted to ensure that doctors and hospitals would have your medical wishes (and your important medical information) available to them right away in an emergency. We still do. So we renew your DocuBank membership as part of Foundations Program -- to make sure you're still protected.
When you participate in the Foundations Program, you also get peace of mind. The peace of mind that you are keeping your planning up to date, and you aren't leaving unfinished business to your loved ones. And the confidence that we are here for you as your estate planning firm whenever you need us. Always.
If you have any questions about the Foundations Program and what it can mean for you and your family, please call the office today at 248-971-1700.
