Successful estate plans attain the goals that
clients articulate. Your plan's initial success is the result of
properly counseled, designed and drafted documents together with the
complete and correct funding of your trust. However, because of
inevitable changes to your family and financial circumstances, your
plan's long-term success is dependent on regular reviews of your
planning. Routine follow-up is important to verify that your customized
planning remains current. We are committed to providing ongoing
counseling to clients as a critical component of our attorney - client
relationship. To ensure your planning stays effective long - term, we
recognize the necessity of entering into a more involved relationship
with our clients. That is why we have developed the TRUST PROTECTOR
TRUST PROTECTOR is a structured maintenance and
counseling program, designed to keep your planning effective over your
lifetime. As a result of substantial research, we have discovered that
an unacceptable percentage of estate plans around the country fail
because they are not properly maintained. Some clients may not possess the tools
or knowledge necessary to keep their planning effective. We have
designed the TRUST PROTECTOR program to be a proactive strategy for
overcoming these obstacles.
What circumstances make TRUST PROTECTOR necessary? Initially, clients are comfortable when they establish their
estate plans that their documents incorporate all of their planning
goals. However, we find that over time, changes in family and financial
circumstances necessitate modifying their documentation. Changes in the
law can also create new planning opportunities that could benefit many
of our existing clients. Many of our existing clients experience exceptional growth in their estates, causing them to outgrow
the original tax planning contained in their documents. As the value of
their assets grows, our clients frequently acquire new assets that are
either never titled in their trusts or that are titled incorrectly.
How will TRUST PROTECTOR address these concerns?
Clients enrolled in the TRUST PROTECTOR program receive regular
follow-up on their planning. We work together to ensure all assets are funded properly. On a
regular basis, we will monitor your family and financial circumstances
to ensure that your planning keeps pace with any change or growth. We
will periodically review the language of your trusts to incorporate
improvements to your documents. We will advise you regarding
opportunities that changes in the law present. Along with valuable
successor trustee training, we will provide ongoing client education on
topics related to your planning. We will accomplish all of this and
more while reducing your total overall cost of planning.
The objective of the TRUST PROTECTOR program is
to facilitate stronger relationships with our clients and thus, improve
their planning. Very few estate planning firms in the country make a
commitment of this nature to their clients. We are dedicated to
achieving the highest standards of quality and service. We are
committed to devoting the resources and talents necessary to doing the
job right. To this end, we strongly urge all of our clients to enroll
in the TRUST PROTECTOR program to make certain their planning succeeds.
The Top 10 Reasons to Consider the TRUST PROTECTOR Program
1. Your planning stays consistent with your goals.
2. Your trust funding stays current.
3. The legal language in your documents stays current.
4. You benefit from ongoing advice and improved legal strategies.
5. Your estate plan adapts to frequent changes in the law.
6. Your estate plan adapts to changing family and financial circumstances.
7. You receive ongoing education through timely workshops.
8. Your successor trustees receive valuable "how to" training.
9. The total cost of your planning is reduced while you receive added value.
10. You receive a higher standard of legal service.