Estate Plan Maintenance Program

If you have taken the initiative to plan for your future and the futures of your loved ones, we applaud you! Many people delay this important task for various reasons. However, creating the plan is only step one. Estate plan maintenance is essential to ensure your plan and related documents evolve alongside you as you move through life.

Our estate plan Maintenance Program offers these benefits:

• Annual Review Meeting: Enjoy an annual estate plan review meeting with a dedicated team member to reassess and update your plan. This ensures your estate plan aligns with your current circumstances and wishes.

• Open Access to the IEEL Team: Reach out to us via call, email, or in-person meetings without worrying about hourly bills. We are here to assist you whenever you need us.

• Document Changes: Easily make changes and updates to your estate plan, including amendments to reflect life events like births, marriages, divorces, or changes in health.

• Trust Funding: Get assistance with funding assets to a trust, including after-acquired and overlooked assets. Ensure your trust is comprehensive and up-to-date.

• Workshops & Events: Participate in members-only workshops, lunch and learns, and social events. Stay informed and connected with our community.

• Trusted Referrals: Gain open access to our library of trusted referral sources for additional services you may need.

• Law Changes: Receive notifications about significant law changes that may impact your estate plan. Stay informed and compliant with the latest legal requirements.

• Open Line of Communication: Maintain an open line of communication between our team and your professional advisors, including your financial advisor and accountant.

• Discounted Legal Fees: Benefit from discounted fees for upgrading your estate plan and estate or trust administration upon death.