The Family Estate & Legacy Maintenance Program™

We offer our Family Estate & Legacy Maintenance Program™ to keep your plan up to date in a world of ever changing laws. If your family or financial condition changes, prompting changes to your plan, this program will work to keep your plan current. You will also have 24/7/365 access to your important health care directives via the internet or though a toll free telephone number. You will never have to worry about access to these important documents in the event of an emergency.

Because the laws change frequently, and your family situation may change as well, we offer The Family Estate & Legacy Maintenance Program™. Provided you have created your "foundational documents" your first year is free and includes all of the following benefits:

	Periodic updates to your ancillary documents including your durable powers of attorney and advance directives such as your health care surrogate and living will.
	Comprehensive updates to the legal documents we have created for you for statutory or tax law changes; name changes for children and grandchildren; or changes to the office of trustee or personal representative.
	Unlimited phone consultation with members of our staff on any matter related to your estate and wealth preservation plan.
	Assistance with funding accounts, assets or properties acquired after your initial funding into your trust or legal entity.
	Regular, members-only bulletins on new or pending changes in the law that may affect you.
	Review of assets funded into your trust or legal entity for adequacy.
	Admission and materials for private workshops on important topics, including our trademarked educational materials. If you can’t attend, we will send you a DVD recording of the workshop.
	Our team will interact upon request with your other professionals such as your CPA or financial advisor; or with family members as you direct.
	Fifteen percent (15%) reduction from our standard rates for The Estate Settlement Solution™, which is our unique estate and trust administration process.

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The Family Estate & Legacy Solution, 9100 College Pointe Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965 • email: info@familylegacysolution.com
© Copyright 2008, All rights reserved. Family Legacy Media, LLC.

Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.