Rcare Estate Plan Maintenance Services
Benefits provided each and every year:
- Law office responsible for monitoring changes in the law and advising with an annual letter when amendments should be considered by the client.
- No charge for phone calls.
- Annual funding report and continued funding assistance.
- Educational workshops for clients, advisors and client's trustees/agents.
- Communications with financial and tax advisors at no additional charge.
- DocuBank membership(s)
- Future meetings with Attorney and any needed amendments at reduced rates (two-thirds of standard hourly rate)
Future benefits:
- Lower cost of administration upon death or disability of the Trustmaker(s).
- It stands to reason: When documents are up to date and the asset inventory is current, it is much less time consuming for the tax and legal team to do the administrative work.
