Building Life Plans with LifeBuilders

Our LifeBuilders Membership Program is an integral part of our estate planning process. The LifeBuilders program supports your estate plan by addressing the one element that is constant in our human experience: change. The main purpose of this program is to reduce the overall cost of estate planning, especially the costs associated with disability and death, by having a process for formal review and updating the planning.

There will be changes. They will occur in three areas: The Law will change. You (personally and financially) will change. Our advice, which is dependent on the law and your situation, will out of necessity change. We feel this is so important that the first-year membership is paid by us with every new life plan we create.

Our annual LifeBuilders benefits include:

Funding A fully funded estate plan is essential to a plan that works the way it is intended. We will assist you review it and transfer additional assets acquired during the year or make changes to existing trust asset ownership.

LifeBuilders Management System This technology gives you and your professional advisors the ability on a secure website server to manage your assets and vital documents through the Connect2a platform.

DocuBank Timing is everything and having access to your key healthcare documents when you need them most is essential. With your Docubank emergency card, this information is just a telephone call away, anytime, anywhere in the world twenty-four hours a day, seven days a week. It provides the security of a safe deposit box with the convenience of being in your wallet.

Amendments Word processing changes to your planning are included at no additional cost with your paid membership enrollment.

Annual LifeBuilders Membership Meeting Each November we review developments in the law during the past year that may affect our client’s planning. This meeting also provides clients with an additional question and answer session. Outside speakers may be invited to attend and provide valuable insights to our clients.

Newsletters Sent via email, our newsletters provides clients with unique and different insights into current topics about estate planning, and other topics of related interest to our clients.

Powers of Attorney Updates Complete restatement of your Financial and Health Care Powers of Attorney and Living Will every third year. Notary Services Complimentary notary services.

Consultations There is no charge for reasonable telephone calls from you and/or your other professional advisors — financial professionals and accountants — to our office.