ESTATE PLANNING MAINTENANCE PROGRAM

An exclusive program for clients of the Deliberato Law Center, designed to keep your plan current and ensure its success.

Keep it in the Family Room, Not the Courtroom

If you are committed to ensuring your plan accomplishes all your goals and objectives, minimizing the burden to your loved ones, keeping control with your family rather than the courts, and minimizing the after-death costs to your family, you may opt for our Estate Plan Maintenance & Fee Guarantee Program. Our program provides comprehensive counseling to create a plan specific to your goals and objectives, review of your plan to ensure it stays current with changing laws, changes in your finances, and changes in your health. You will have a guaranteed fee to minimize the cost to your loved ones after your death.

WILL MAINTENANCE

N

Free Bi-Annual Review of Your Estate Plan (One Hour Consultation)

N

Members-Only Events

N

Free “Word Processing” Changes to Your Estate Plan

N

Free Phone Calls to The Deliberato Law Center Regarding Your Estate Plan

N

Free Consultation with Family Member and/or Executor Upon Death

N

Peace of Mind Knowing As Life Changes, Your Estate Plan is Up to Date

N

Secure 24-hour Online Access to Documents

TRUST MAINTENANCE

N

Free Annual Review for Your Estate Plan (One Hour Consultation)

N

Members-Only Events

N

Free “Word Processing” Changes to Your Estate Plan

N

Free Phone Calls to The Deliberato Law Center Regarding Your Estate Plan

N

Assistance with Funding Assets to Trusts (After-acquired, Overlooked, Etc.)

N

Free Consultation with Family Member, Executor and/or Trustee Upon Death

N

Secure 24-hour Online Access to Documents

N

Guaranteed Fee for Estate Administration Upon Death

N

Peace of Mind Knowing as Life Changes, Your Estate Plan is Up to Date

DOCUMENTS DO NOT WORK… PLANS DO!

MEMBERSHIP RATES

Will Maintenance Program

  • Single person: $95
  • Married clients: $125

Trust Maintenance Program

  • Single trust: $495
  • Multiple trusts: $695
probate attorney independence ohio

REQUEST MORE INFORMATION

Are you interested in learning more about our Estate Plan Maintenance & Fee Guarantee program, designed exclusively for clients of the Deliberato Law Center? Complete the brief form below and a member of our team will reach out to answer your questions, and point you in the direction of peace of mind.