*Includes All Legal Services in "Minimum Required Plan" Plus:
1. Communication with Attorney
a. Meeting with clients/family includes review of advanced planning needs.
b. Annual one hour meeting with Client's advisors who agree to attend meeting at attorney's office after one letter and one followup phone call regarding coordination of estate plan.
2. Transfer of Assets
a. Membership in Docubank service which provides 24/7 availability to your healthcare documents using wallet card.
*Attorney pays this Docubank fee for client only if Client pays Estate Plan Protection Fee in advance.
3. Trustee Training
a. Invitation to Trust Administration Workshop
b. Letters to all of your trustees, executors, agents and guardians, explaining the honor and definition of their role and where to find documents in case of need.
* All legal Services in "Minimum Required" AND "Estate plan Protection" PLUS TRUST ADMINISTRATION SERVICES (for an extra fee)
Trust Administration Service for gross trust estates in excess of $500,000 at controlled costr computed at the prevailing hourly rate charged by Attorney but with total fees capped at 1% of gross trust estate value plus out of pocket expenses |