Estate Security Plan (ESP)

You can’t predict the future, but you can plan for it!

Our ESP Program is designed specifically for those clients who want an updating, education and maintenance program to keep their estate plan relevant throughout the years.  As a member of our ESP Program, you are entitled to assistance and education regarding the funding of your trust so your assets are titled correctly and your plan works effectively. You will also be invited to our Annual Client Meeting to hear updates on our firm and the law. Additionally, we offer family educational workshops for your beneficiaries and personal representatives so that they will know what to expect when administering your estate. ESP members are also encouraged to review their planning every three to five years and if there are changes that need to be made, you can update your plan at no additional cost.

Your participation in the Estate Security Plan includes all of the following services and benefits at no additional charge:

Funding/Asset Integration

Asset Training Meeting – Financial Funding Forum™
To teach you the importance of fully integrating your assets with your trust instructions.

Asset Integration Assistance
To assist you as you acquire new or additional assets (up to 10 assets included – additional charge for additional assets).

Annual Asset Verification
To ensure that your trust remains fully funded.

Personal Instructions / Customized Instructions
For Health Care, Trustee Instructions for Children, Personal Property Memorandum, Memorial Instructions.

Education

Nuts ‘N Bolts I
(Successor Trustee Training) – to educate you and your successors regarding roles and responsibilities as a Successor Trustee.

Nuts ‘N Bolts II
(Inheritance Training) – to educate beneficiaries of the long-term benefits of retaining assets in trust, including creditor protection, remarriage protection, divorce protection and values promotion, to name just a few.

Specialty Workshops
Check our website for our specialty workshops such as Retirement Planning, The Truth About Medicaid Planning, Planning for your Pets, Women In Transition, Special People Special Planning and What to Do When Someone Dies.
We also plan additional specialty workshops on topics of interest for ESP clients only.
Maintenance (Relationship)

Telephone Conferences and Email Correspondence
To provide support and assistance when needed or required.

Document Amendment Service
To respond to changes in your life: your family or personal situation, your lawyers experience, and your legacy.

Annual Client Meeting
To share with you the status of the firm and changes in the law that may affect your plan.

Client Update Program (CUP)
A periodic (every 2 to 3 years) update program to ensure that you are educated and your estate plan is current with changes in the law, changes in our experience and changes in your legacy. The program is conducted in a small group setting. For an individual update program, see Personal Update Program (P.U.P – $500).
Community Builder™ Programs
Fun events intended to include family members and provide an opportunity to share and develop our relationship on an informal basis.  Events have included zoo outings, picnics and tailgate parties.

Family Focus™ Newsletter
To keep you updated on changing laws and upcoming events.

Family Meeting
To share your vision and your plan with your family.

Settlement:

Reduced fee settlement services –
To assure your successors have disclosed and controlled settlement costs.

Survivor Support Program –
To ensure your survivors have continued support, education, and counselling in their time of need. Update surviving spouse planning.

Additional Services:

The following services are offered to Estate Security Plan participants at a reduced fee.

Personal Counsel and Review ($500) –
An individual one-on-one counselling review to discuss major changes in your personal or financial situation, such as divorce, retirement, inheritance, or other changed circumstances.

Personal Update Program (PUP – $500) –
A periodic (every 2 to 3 years) update program to ensure that you are educated and your estate plan is current with changes in your life, changes in the law, changes in our experience and changes in your legacy.  This program provides for personal one-on-one interaction with our attorneys, conducted in an individual setting.

Advanced Planning (10% discount) –
Including Stand Alone Special Needs Trusts, Stretch Inheritance Trusts (IRA Trust), Charitable Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts (ILIT), Family Limited Partnership and Family Foundations, Business Succession and Exit Plans.