Then, we still aren’t done! We meet with you at least every three years to review your plan and make sure it stays up to date. If you don’t review your plan regularly in order to ensure that it is up to date and takes full advantage of all of the protections under the law, it is unlikely that your estate planning documents are going to work when your family needs them most. We too often see a decedent’s wishes go unfulfilled because an estate plan is completely outdated.
Our Family Wealth VIP Membership programs are part of what set us apartand allow us to care for you and your family throughout all life’s stages.
At most estate planning law firms the relationship ends when you sign your documents. At the Law Offices of Vanessa M. Terzian, 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… worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
With each of our estate plans we include a no-charge three year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients’ assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets—who they are and what is important to them. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.