Your Estate Plan Is Complete. Let's Keep It That Way.

Your life changes, and your estate plan should evolve with it.

Our Annual Estate Planning Maintenance Program provides ongoing guidance, secure document storage, and exclusive benefits to help ensure your estate plan continues to reflect your wishes and protect the people who matter most.

What's Included in Your Annual Membership

Secure Digital Estate Planning Vault

Keep your important estate planning documents, passwords, and end-of-life instructions organized in one secure digital platform. Give designated family members easy access to the information they need, when they need it.

Annual Estate Plan Summary & Review

Receive an annual summary of your existing estate plan to help identify important life changes, potential gaps, and opportunities to update your documents.

Annual Attorney Consultation

Meet with Principal Attorney Michael Stewart for a dedicated 30-minute annual review. Discuss your current documents, changes in your family or finances, and estate planning strategies for the year ahead.

Exclusive Annual Legal Update Webinar

Join Michael for an annual educational webinar covering relevant changes to estate planning laws, regulations, and other developments that may affect your plan.

25% Off Estate Planning Updates & Amendments

Enjoy a 25% discount on eligible estate planning amendments and updates, making it easier to keep your documents aligned with your changing needs.

Because Life Doesn't Stand Still

Whether you've welcomed a new family member, purchased property, experienced a change in your finances, or simply haven't reviewed your documents in years, your estate plan deserves ongoing attention.

Our maintenance program makes it easier to stay organized, informed, and prepared without having to start from scratch every time life changes.

Stay Protected Year After Year

ALL INCLUSIVE ANNUAL MEMBERSHIP

$500/year

Ongoing access to your digital vault, an annual estate plan review, dedicated attorney consultation, legal education, and exclusive amendment savings.