Planning For Life

Why You Need A Membership Program NOW


You have changes in your life, the law changes, and your assets change.  If you do not update your estate plan, then at the end of your life, your planning documents may be totally out of date and USELESS or even worse - WRONG.


Most attorneys bill on an hourly basis, which discourages you from calling them with a question. It is likely that since your estate planning documents were signed, you have had a lot of changes in your life and your family or the law has changed. But you did not contact the attorney who drafted your documents because you were afraid of what it would cost. That is understandable.

The traditional estate planning model requires you to proactively contact your attorney when things change in your life, the law changes or your assets change. But, you are busy and keep putting it off thinking you will get to it later. Times flies by.

The traditional model focuses on estate planning documents that pass on your financial assets with minimal court involvement and estate taxes, but far too often do not focus at all on your most valuable asset - your history, values and experience.


I am not in the business of putting in place estate plans that are destined to fail because they are outdated. I am here to help you and make a difference in your life!
So, I have figured out how I can help you create a real, tangible legacy for your loved ones, ensure your estate plan stays up to date and provide you with ongoing legal services all without charging you hourly fees.
I am really excited about it and think it is the perfect solution to all of the problems created as a result of the old, outdated ways of the traditional lawyer.  The traditional model has not served you as well as I know I can.

You can be a part of Life Plan Membership Program.

I have committed to entirely eliminate hourly billing in my office in almost all circumstances, ensure your estate plan works throughout your lifetime and give you affordable access to your own trusted legal advisor throughout life before making any financial or legal decisions.

How will I do this?

It is called my Life Plan Membership Programā. Here is some benefits you get as a member:

No charge access to me, your own trusted legal advisor, so we can talk  before making another legal or financial decision and not have to worry about being billed.
Up to 50% discount on future legal services with my office.
Annual review of your estate planning documents and unlimited plan amendments, so your plan always works!
Annual asset check up to ensure everything you own is owned in the right way. I can put in place the best documents for you, but if your assets are owned incorrectly, your documents may fail.
25% discount on the after death administration of a trust estate or will probate administration so your family will never have to worry that they will not know what to do after you are gone.
Electronic storage of your Healthcare Power of Attorney, Living Will and Disclosure of Protected Health Information so your medical professionals can access these critically important documents from anywhere in the world, whenever you need them.
Annual Priceless Conversation that passes on your intangible assets, not just your money. Through these simple conversations, which I will record for you in my office, you will build a legacy library that when left behind will be more valuable than any amount of dollar wealth you could create about who you are and what is important to you.

These are just a few of the benefits of my Life Plan Membership program.

As a bonus, I am also providing a free estate plan check up for the parents (over age 65) of members. If your parents need a comprehensive estate plan after this check up, I will provide a complete estate plan at 50% off my normal investment rate. And, if all they need is an updated Healthcare Power of Attorney, Living Will, Medical Disclosure Release and General Durable Power of Attorney (every adult needs these documents even if they don not own any property or have any money in the bank), I will do that free. These documents benefit you as much as they do your parents.


Call 966-9700 now to get the Life Plan Membership Plan Benefit List for more information and Life Plan Membership Enrollment Form.




Legal Disclaimer: The legal information presented at this site should not be interpreted to be formal legal advice.  This information does not form a lawyer or attorney client relationship.

Any results given here are based upon the facts of that particular case and do not represent a promise or guarantee. Contact a lawyer for a consultation on your particular legal matter.

This web site is not intended to obtain clients for matters outside the Commonwealth of Virginia.





 



       Teleseminar
"5 Ways to Blow Up Your Estate Plan and Drive Your Family Crazy!" on March 20 at 6:00 pm. Call 757-355-5320 then enter 198139# to attend by listening on your phone. 30 minutes of legal information & 30 minutes to ask questions.




 


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