Peace of Mind Plan

Health, laws, family members and plans are always changing and it is important to make sure that your estate plan changes when this happens. Our Peace of Mind Plan is broken up into two levels, basic and plus, and will put you at ease by knowing that your estate plan will continue to work for you and your family.

The Peace of Mind BASIC Plan includes the following:

  • Annual review of your plan to assure that it is up to date
  • Annual update of documents with changes to trustees, personal representatives, and agents under powers of attorney and health care proxies for no charge
  • Short questions answered via telephone free of charge

The Peace of Mind PLUS Plan includes the following:

  • Annual review of your plan to assure that it is up to date
  • Annual in-office or telephone consultation on any topic in our area of expertise
  • Annual update of documents with changes to trustees, personal representatives, and agents under powers of attorney and health care proxies for no charge
  • Annual telephone conversation with financial advisors
  • Short questions answered via telephone free of charge
  • Emergency access to health care directives via DocuBank membership services

The basic plan annual fee is  $500 and the plus plans annual fee is $900. The Peace of Mind Plan is only available to clients whose estate plans we have prepared. For questions or more information, please call the office at 978-465-5407.

 

Planning for Life

 

 

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