Annual Maintenance Plan

Welcome to our Annual Maintenance Plan (“AMP”). We developed the AMP to provide a cost-effective way for our Clients to keep their estate plan current, and to have worldwide access to important documents.

To help keep your plan current, we include an annual meeting as a check-up to determine if life events should result in changes to your plan.

We make your plan portable with an online vault (“ClientDocx”) that can be accessed 24/7 by you and your fiduciaries.

In addition, our Emergency Information Card (“Legal Directives”) includes your health care documents and contact information for your health care agents.

And, if you need a Notary Public, the AMP also includes notary services.