LifePlanTM Maintenance Services
Your personal, family and financial situations are constantly changing and so are estate planning techniques and laws. Your estate plan must be periodically updated to reflect these changes and ensure you have your protection entities up to date.
Hilliard Olson Law and Mediation offers LifePlan™ Maintenance Services; a program designed to keep your estate plan current. For a nominal annual fee, the following services are provided:
- Telephone assistance transferring assets into your trust throughout the life of your trust
- Annual review of your trust and assets
- Maintenance amendments at any time due to personal changes, at no additional charge
- Trust updates required by changes in the law
- Membership to Legal Directives; an electronic storage and access service for advance health care directives.
Contact Hilliard Olson Law and Mediation to set up your LifePlan™ Maintenance Services to keep you on top of the technical, legal and personal changes that will definitely occur during your lifetime and that will impact your estate plan.
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