It may not seem so long ago that you had your estate plan documents prepared, but I find that increasingly more past clients need to make minor changes and updates sooner than expected.

That’s why I’ve created the Three-Year Warranty Program, a special service to ensure that your estate plan documents are always up to date.

You can take advantage of the services below as much as needed over the three years of this program. All communication regarding these updates/amendments shall be done via telephone or email, with only an in-person meeting for the execution of the documents.

Trust Warranty Program

The program is arranged in three-year cycles. As a member, you’ll receive:

  • An annual review letter with specific questions to determine if certain events have taken place during the past year.
  • Updates for agents on Powers of Attorney (Financial and Health Care).
  • Trust amendments, which include minor alterations such as removing or adding a trustee or beneficiary. This does not include substantial alterations, such as restructuring how a beneficiary receives his or her share or preparing additional documents. Such services will be provided upon request at a 15% discount on our standard fee.
  • Preparation of deeds for newly acquired real estate for your trust or of deeds after the refinancing of your property for your trust. Sometimes you or the title company will forget to make sure this happens. *This does not include recording costs or out of state deed preparation*
  • A 15% discount on any of my other services:
    • Business law – If you need an LLC or corporation formed or a contract reviewed and/or prepared (does not include any filing costs)
    • Probate or trust administration – If a loved one passes away and you are a personal representative and/or beneficiary in need of legal guidance (does not include any filing costs)
  • A 10% discount for family members and friends.

ALL FEES PAID ARE NON-REFUNDABLE

Individual Trust Warranty Program: $550




Couples Trust Warranty Program: $750




Will Warranty Program

The program is arranged in three-year cycles. As a member, you’ll receive:

  • An annual review letter with specific questions to determine if certain events have taken place during the past year.
  • Updates for agents on Powers of Attorney (Financial and Health Care).
  • Last Will and Testament amendments, which include alterations such as removing or adding a personal representative or beneficiary. This does not include preparing additional documents, such as a revocable living trust. Such services will be provided upon request at a 15% discount on our standard fee.
  • A 15% discount on the preparation of beneficiary deeds for your residence or newly acquired real estate in Arizona. *This does not include recording costs*
  • A 15% discount on any of my other services:
    • Business law – If you need an LLC or corporation formed or a contract reviewed and/or prepared (does not include any filing costs)
    • Probate or trust administration – If a loved one passes away and you are a personal representative and/or beneficiary in need of legal guidance (does not include any filing costs)
  • A 10% discount for family members and friends.

ALL FEES PAID ARE NON-REFUNDABLE

Will Warranty Program: $350