1. Communication with Attorney
a. Reasonable calls/emails from client at no charge
b. Annual one hour meeting with clients/family to review asset transfer and estate plan upon request if client fills out Confidential Client Worksheet for review.
2. Transfer of Assets
a. Annual verification of proper titling for assets acquired during membership year upon request.
b. Ongoing assistance as liason with PBO solutions for transferring assets acquired during membership year, upon request by client.
c. Handy wallet card with trust information necessary to transfer assets.
3. Trustee Training
a. Invitation to Trustee Training Workshop
b. Successor Trustee Manual
4. Updates to Estate Plan
a. minor word processing amendments to your legal documents such as trustee and agent updates. Fees for other updates, amendments and advanced planning are charged dependent upon legal service required.
5. Quarterly Newsletter |
Law Offices Of Michael J. Wittick, A Professional Law Corporation is located in Irvine, CA and serves clients with estate and wealth preservation matters throughout Irvine, Lake Forest, Laguna Woods, Laguna Hills, Foothill Ranch, Tustin, Aliso Viejo and the surrounding areas.
