Life comes at you fast and plans need to be kept up to date. Take the guesswork out of planning and preparing for changes in family, financial, legal, or tax laws. With the Edwards Group Dynasty Membership, we take responsibility for your updates.
At Edwards Group we focus solely on 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.
Certainly you are welcome to track updates on your own should you choose that option. However, we know that life is busy and time can slip away faster than expected. As such, many plans aren’t updated regularly and items fall through the cracks. With the Dynasty Membership, not only is Edwards Group responsible for updates but also for communicating all and any updates to you multiple times a year. You’ll be kept in the loop every step of the way.
Should you still choose to update the plan on your own – not a problem! Edwards Group will provide support as needed. When the day comes or a change arises, Edwards Group will be proud to step in where needed and make updates as directed by you.
With the Edwards Group Dynasty Membership you will receive the following reports on a regular cycle:
- Asset Report
- Estate Plan Summary
- Access to educational events
- Legal updates
In addition to the reports, as a Dynasty Member you will also benefit from:
- Legal documents being regularly updated
- Asset knowledge
- No-cost legal aid
- No-cost financial support to your most pressing concerns
- Contingency plan for your family members
- Guidance for your family
Life is busy! Let Edwards Group take responsibility and accountability for your estate planning through the Dynasty Membership.