Estate Planning Maintenance Program
Secure Your Future with Confidence
At Alatsas Law Firm, we understand that estate planning is not a one-time event but an ongoing process. Our Estate Planning Maintenance Program is designed to ensure your plan remains effective and up-to-date, providing you and your loved ones with peace of mind. Here’s how our program benefits you:
Comprehensive Plan Review
Annual Plan Review: Every year, we will review your estate plan to ensure it reflects any changes in your life, such as new assets, changes in family dynamics, or shifts in your financial situation.
The annual review includes word procesig amendments requested by you, advice on where to fund new assets, review of your estate plan to ensure it still meets your goal, and recommended changes based on changes in the law.
Legal and Tax Updates: Stay ahead of the curve with updates on new laws and tax regulations that could impact your estate plan, ensuring your assets are protected under the latest legal guidelines.
Personalized Support
Dedicated Attorney Access: Enjoy direct access to our experienced attorneys for any questions or concerns you may have throughout the year.
One-on-One Consultations: Benefit from personalized consultations to discuss your goals and make necessary adjustments to your estate plan.
Seamless Document Management
Document Updates: Receive timely updates to your estate planning documents, including wills, trusts, and healthcare proxies, to reflect your current wishes and circumstances.
Secure Storage: We offer secure digital storage for all your important documents, ensuring they are easily accessible when needed.
Financial and Legacy Planning
Asset Protection Strategies: Implement strategies to protect your assets from creditors, lawsuits, and long-term care costs, preserving your wealth for future generations.
Legacy Planning: Create a lasting legacy with thoughtful planning for charitable contributions, educational funds, and other meaningful gifts.
Exclusive Member Benefits
Priority Scheduling: Enjoy priority scheduling for all meetings and consultations, ensuring you receive timely support.
Educational Resources: Access exclusive seminars, workshops, and newsletters to stay informed about estate planning best practices and new opportunities.
Discounted Services: Receive discounts on additional legal services, such as real estate transactions, business planning, and family law matters.
Peace of Mind
Emergency Support: In case of an emergency, our team is ready to assist you and your family, providing guidance and support when you need it most.
Continuous Monitoring: We continuously monitor your plan to ensure it adapts to your evolving needs and circumstances, giving you confidence that your future is secure.
Probate Fee Guarantee: As a member, we agree to represent your estate with post-death estate or trust administration at a fee of 1% of your gross taxable estate, rather than the 3-20% probate usually costs.
Join Our Estate Planning Maintenance Program Today!
Take the first step towards securing your future with Alatsas Law Firm’s Estate Planning Maintenance Program. Contact us at (718)233-2903 or [email protected] to learn more and schedule your free consultation.