Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all of life’s stages.
At most estate planning law firms, the attorney/client relationship ends when you sign your documents and walk out the door. At the Palm Desert Law Group, APC, we think of signing your estate planning documents as just the beginning of our relationship with your family.
Over time, your assets will change, your family will change, the law will change, and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update your plan are usually far more than keeping your plan current.
In addition, we help you ensure that your assets are always owned in the right way. As you may or may not know, there are currently billions of dollars sitting in California’s Unclaimed Property depots and we want to make sure that not a penny of your assets end up there. Or for your family to end up in Court after you’ve worked so diligently to make things as easy as possible for them. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan, and to confirm your assets are held properly for maximum protection. But if you want to make sure that your plan and assets are always up to date, consider our membership plans.
Some of the Benefits Provided Under Our Membership Plans include:
- Annual Plan Review with Unlimited Plan Amendments;
- Annual Recorded Legacy Interviews to transition your most important and most frequently lost family wealth- who you are and what’s most important to you;
- Docubank membership, which provides 24-7 on-line access to health care and guardianship documents;
- Substantial discounts on our fees for advising your loved ones after you’re gone;
- Annual Review of Your Assets and Update of Your Asset Spreadsheet; and
- And much more;
For more information about our unique membership programs, please contact us.