Our Family Wealth VIP Membership Programs are part of what set us apart and allow us to care for you and your family throughout every stage of life.
At most estate planning law firms the relationship ends when you sign your documents. At the Law Office of Zachary B. Setzer we see the signing your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless. And the costs of failing to update are usually far greater than keeping your plan current.
To help you make sure your plan is always current, we provide a free estate plan check-up every three years. We will find out how your life and family have changed and update you about any changes to the law. We will also double-check to make sure all of your assets are titled correctly so that your plan works when it is needed. We will also keep you updated with planning tips, legal changes, and more with our weekly email updates and monthly newsletters.
If you would like to take advantage of some of our additional services, you may want to consider our Family Wealth Membership Programs.
Some of the Benefits Provided Under Our Membership Plans include:
- Annual Plan Review with unlimited plan amendments;
- Annual Priceless Conversation to transition your most important and most frequently lost family wealth: who you are and what’s most important to you.
- Annual Membership in a service that provides 24-7 on-line access to health care and guardianship documents;
- Substantial discount on our fees for advising your loved ones after you’re gone;
- Annual review of Your assets and update of your asset spreadsheet;
- And much more, including valuable membership enrollment bonuses.
For more information about our unique programs, just give us a quick call at 704-288-4700!
