What We Do
Continual Purposeful Planning Program
The Continual Purposeful Planning Program is a unique and innovative program that seeks to help clients keep their estate plans up-to-date as their lives change.
Clients and Their Estate Plans Are Not One-Time Transactions
Many attorneys treat clients and their estate plans as one-time transactions and rarely communicate with their clients after the signing meeting. I understand that clients’ estate plans are investments in themselves and their loved ones’ futures. The Continual Purposeful Planning Program is intended to help my clients’ investments be successful by offering significant qualitative and quantitative advantages to my clients and their loved ones.
Two Pivot Points
There are two main pivots points in an estate plan: the drafting of the estate plan and the administration of the estate plan after the clients have passed away. Both pivot points involve significant amount of time and money to be successful. The Continual Purposeful Planning Program introduces a third pivot point in the middle and offers clients both qualitative and quantitative advantages.
Benefits of the Continual Purposeful Planning Program
The Continual Purposeful Planning Program offers my clients the following:
- Purposeful Planning
- Every year: Trustee workshop
- Even years: Full update of Trust documents
- Even years: Video journal entries
- Odd years: Client education seminars
- Access to ClientDocx
- Unlimited name changes
- Unlimited trust provisions changes
- Unlimited on-going funding
- Unlimited communication
- Contact every 6 months
These benefits keep clients’ estate plans up to date with their lives and significantly reduces the cost and time requirements of trust administration. The Successor Trustees will communicate better with the beneficiaries, keep better records, make quicker distributions, and fulfill their fiduciary duties. Most importantly, family members will be more likely to speak to each other during and after administration. This Program promotes family harmony and increases the amount of assets that will pass to the beneficiaries. I am very confident and that you and your clients will appreciate what the Continual Purposeful Planning Program has to offer them and their loved ones.
The “Purposeful Planning” element of the program includes several “thought exercises” intended to help my clients capture their voice and their vision so that their loved ones can enjoy them after my clients pass. Entitlement and dependency on an inheritance is all too common, and purposeful planning is intended to counter-act these possibilities through legal and non-legal structures and expressions of love, gratitude, trust, appreciation, and distribution guidelines tailored to each family’s and loved one’s life situation
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