The Phelps LaClair Free Service Package
At Phelps LaClair Firm we want to be there with you every step of the way. We want to help you from the beginning of the process to the very end and even beyond that. Many estate planning attorneys charge their clients several hundred dollars in annual fees to maintain the client’s Living Trust and other documents. We disagree with this approach. All of our Living Trust clients are part of the Phelps LaClair Free Service Package so they have the peace of mind knowing that the plan will work when the time comes.
The Importance of Maintaining Your Estate Plan
We have learned that an estate plan must be kept up-to-date in order to work properly, just like maintaining a vehicle. Too often, we see clients come in with a trust that has remained on their shelf for 5, 10 or even 20 years; and sometimes, by the time we get a phone call from the client’s children or advisors, it is too late to update the trust and it may not work properly. We believe it is important for you to have your estate plan reviewed about every three years to dust off the cobwebs. We also believe in a “pay as you go” approach where you should be charged a fee only when we provide you with new services that bring value to you and your loved ones.
What’s Included In the Free Service Package?
As a key part of the Phelps LaClair Free Service Package, you are entitled to a free trust review meeting with an attorney every three years. During this review meeting, we will help you make sure your plan is current with the laws and your family circumstances and we will review your asset titles and beneficiary designations to confirm your trust is properly funded to avoid probate. If everything is in good order after our review … nice work! No fee will be charged and we will see you again in three years. If you decide changes, updates, or enhancements to your trust are necessary, or if you need assistance transferring newly acquired assets to the trust, we will simply quote you a reasonable flat fee for the project.
The free service package includes the following benefits:
- Trust Review with an attorney every 3 years
- Unlimited phone calls with you or your advisors regarding your plan
- Discounts on other planning fees
- Periodic seminars and newsletters on estate planning topics
- Meeting with your trustee upon death or disability