Planning for Life

Our Legacy Membership Plan is part of what sets us apart
and allows us to care for you and your family
throughout all life's stages.

At most estate planning law firms, the relationship ends when you sign your documents and you put your fancy binder with lots of paper in it, on the shelf or in the safe - to gather dust.  At Treveri Law, PC we see the signing your estate planning documents as the beginning of our relationship with your family.

 

Over time, your assets will change; your family may change; we know for sure that the law 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 are typically far greater than keeping your plan current.

With each of our estate plans we allow for a three year review and update of nominations to your incapacity documents to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection.

 

And finally, we now have a Legacy Membership Plan highlighted below for clients who desire even more service. 

 

Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.

Some of the Benefits Provided Under Our Legacy Membership Plan includes:

*     Annual Plan Review with Unlimited Plan Amendments;​

*     Annual Family meeting run like a business to ensure everyone is informed; 

*     Annual meeting with other professionals including Accountant, wealth managers and with permission medical professionals; 

•       Substantial discount on our fees for advising your loved ones after you’re gone;

•       Annual Review of Your Assets and Update of Your Asset Spreadsheet;​

For more information about our unique programs, please contact us.