Effective Tools for Estate Planning: Dynasty Membership

Edwards Group has many useful tools in its so-called toolbox to help you effectively plan. One of these tools is our Dynasty Membership. Much like protecting other big investments in your life, like changing the oil in your car or replacing the roof on your house, estate plans work best when they are a part of a regular maintenance schedule. People lead very busy lives and we are specialists in estate planning — it’s all we do! So that is why we developed the Dynasty program as a way to keep our clients’ plans up to date and ready for use when the time comes.

WHAT DOES THE PLAN DO?

  • Clients are reminded about important planning issues.
  • Kids or family members meet the attorney and law firm staff before a crisis happens.
  • Our firm maintains a current list of assets owned and how they are titled or the beneficiaries named.
  • We stay up to date with the constantly changing tax laws, as well as keeping our clients’ plans current.
  • Upon a death or disability, the family knows who to call immediately.

HOW DOES THE PLAN WORK?

Members in the program pay us a monthly or annual retainer fee to take responsibility for updating their plan. On an annual planning cycle, we offer group educational events (where clients often bring their family members), reminders to review their plan, and Asset Review Reports for clients to update. Membership also includes any phone or email questions members may have about any legal issue, not just estate planning. Every other year, we also update all the legal documents affiliated with the estate plan, like wills and trusts. Any amendments to their plan, such as a change of trustee, are done anytime the client requests, at no additional charge. We also provide ongoing assistance with coordinating new assets and integrating them into the existing plan. New assets like buying a new car, purchasing real estate or an annuity can impact an estate plan.

HOW MUCH DOES IT COST?

Our memberships start at less than what you pay for your cable TV — about $52 per month (with a discount for annual payment). We feel like that is a very reasonable price for true peace of mind. Give us a call and get started with a free consultation today or keep your eye out here for the new Dynasty Membership section that will be coming soon to our website.

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  1. […] The number of families currently enrolled in our Dynasty Membership Program. These families have an “extended warranty” on their estate plans. As a member, they […]

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