Legacy Protection Plan and Medicaid Eligibility Program

Our Legacy Protection Plan, because your planning never really ends. 

You spent the money to make sure your estate planning was done right, but your estate planning does not end when you sign your documents. The process never really ends. How can it? Your family and your finances are constantly changing. The law is constantly changing as well. What good is an estate plan that does not change with you? Our biggest pet peeve about other law firms is that they give you a set of documents, you walk out the door, and you never hear from them again. Many people will get left in the dark after taking tremendous steps to protect their families and assets because their lawyers do not reach out, and they do not regularly review and update their plans. Years pass by and their plan becomes outdated. They are forced to start the same process over again, wasting money and time. We provide options to continually monitor and amend your estate plan as the rules and your life change, thanks to our Legacy Protection Plan. 

Never worry about starting over again.

People’s lives are always changing. Your children grow from minors to college students to adults, eventually having children. Your life changes as you move from your prime earning years into your retirement. An estate plan that is the right fit for you in your 20s or 30s may be vastly different from something that meets your goals in your 40s and 50s. Then, that plan may need to change again to meet your retirement goals and help protect you from long-term care costs.

An estate plan that cannot grow and change is not the same thing as a living breathing plan that we offer through our Legacy Protection Plan.

Legacy Protection members receive annual review calls with us to discuss changes in their lives. These phone calls act as a way for us to stay in touch with you and hear about changes in your life. Things that may seem unimportant to you may actually be life events that require changes to your estate plan.  At the same time, we are constantly monitoring changes in the law. During our annual review calls, we will discuss whether the changes in your life need to be reflected as changes in your plan and whether changes in the law also need to be reflected as changes in your plan. Many of these changes require that action be taken, but when you haven’t heard from your estate planning attorney in 5 or 10 years, your estate plan can go stale. Our Legacy Protection Plan makes certain that never happens. Not only do our LPP members receive annual review calls, but they also receive included document changes. Typically, these changes cost thousands of dollars, but our LPP members receive unlimited edits to their existing documents, as an included benefit with our legacy plans. Further, if changes in your life or the law necessitate entirely new documents, those new documents are drafted at a reduced price.

Our Legacy Protection Plan is the stress-free way to manage your estate plan. Let us take care of it for you, and you can relax and have peace of mind knowing that your plan is always up to date. Think of it as a mechanic that checks your car constantly so that no matter what happens, you know that when you walk outside the engine is going to start and your car is going to get you where you need to go. We are the mechanics of your estate plan. 

Members of this program will receive discounted additional documents and/or services. This also includes access to our offsite storage for original documents, and priority phone call within 24 hours.