Sure you will.
But I’ve reviewed thousands of trusts over the last 18 years.
I’m here to tell you that you probably won’t call the attorney because you forget or don’t want to be charged $800 or more for the amendments.
So your outdated documents just sit there and when you die, the wrong people are in charge and the wrong people got your money.
Your life changing will cause your plan to get outdated.
Your life will change.
What if you have a new baby or grandchild?
Your plan is now outdated.
What happens if your relationships change and you have a falling out with your successor trustee or your health care agent or your financial power of attorney agent or your beneficiary. You may not want their help anymore. You may not want them to get your assets anymore after your death. But you still have them listed in your plan.
Your plan is now outdated.
What happens if your successor trustee or your beneficiary dies?
Your plan is now outdated
Why you NEVER have to worry about outdated documents due to life changes on our Gold Membership Plan
Other reputable law firms charge $800 and more to do amendments.
But with our Gold Membership Program there is never a fee for amendments within your plan.
Other attorneys say we are crazy for not charging for amendments, but so many of them are stuck in the world of one night stands.
They’re planning on making lots of money off of you in amendment fees and in probate when your trust fails. But that is not our way.
When our clients sign their trust, they move on with their life.
They may not remember every part of their trust. But they don’t have to remember all these details because in the Annual Packet we send them a review of their specific plan to remind them of how their plan works along with any changes they made in the last year.
If they want to make a change, they can just indicate it on the review and we will get it to our legal department for an amendment.
You might be surprised at how often clients forget that they named Jim as the first back up and Janet as the 2nd backup.
But it’s understandable.
When they see the Annual Review, they can change anything without getting charged hundreds or thousands of dollars for amendments.
Call our office today at (702) 804-0024 to learn how you can protect yourself when your life changes or sign up for our FREE consultation today!
