At Indiana Estate & Elder Law, we understand that estate planning is not a one-time event but an ongoing process. Life changes, and so should your estate plan. Our Maintenance Program is designed to ensure your plan remains current, reflecting any significant changes in your life or the law.
What are the benefits of the Maintenance Program?
-
Annual Review Meeting Enjoy an annual meeting with a dedicated team member to review and update your estate plan. This ensures your 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.
Upcoming Events
Click here to register for an upcoming event:
Upcoming Events:
- Annual Workshop: This is an educational event to provide Maintenance Clients with practical guidance on an estate or elder law topic, provide an update on recent or upcoming legal developments, and share any upcoming educational or social events.
- Indians Ballgame: Annually, we invite our Maintenance Clients to join us for an afternoon of fun and baseball at Victory Field to cheer on the Indianapolis Indians.
- Family and Friends Workshop: This is an educational event for not only Maintenance Clients, but their family and friends to provide a better understanding of the roles within an estate plan. That way, they feel better prepared to serve in the roles for you one day. This is a great event for your Power of Attorney, Executor, or Trustee to attend.
- Holiday Open House: This is a social gathering to celebrate the holidays. Drop in or stay the whole time - it's "open house" style!
Looking to Schedule a Review Meeting -or-
Update your Contact Information?
Stay proactive with your estate planning. Schedule your review meeting to ensure your plan remains up-to-date:
To stay in contact with you, we need to have your current information. If you need to update your contact information, please fill out this form: