Borchers Law - Estate Protection and Planning Secure ClientDocx:LOGIN | HOME | ABOUT TIM | CONTACT

(508) 803-1900 - Medway - Wellesley - Cape Cod - Boston, MA
and Concord, NH

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My Benevolent Wishes

 


TrustSupport™ formerly Review and Refinement™

Terms and Agreement [HERE]
Begun in 2007, this flagship program consists of “Ten Minute Rule” access to our staff throughout the year, an annual review conversation, and an update meeting every 3 years (to update documents as needed and to update the Asset Trust Organizer™), invitation to our Trust Coach™ and summertime workshops.

PlanCheck™ [HERE]
Begun in 2010, this abbreviated program consists of “Ten Minute Rule” access to our staff throughout the year, an update conversation every 3 years to discuss updates to documents, and invitation to our Trust Coach™ and summertime workshops and discounts on other services.


UPDATE your contact data with us with this form: [HERE]

Annual Review Items and Agenda for clients 2011-2-13: [HERE]

Join us in keeping you up to date and legally in shape through full participation in these programs.

Fundamental Estate Planning
Life Time Trust Planning
Family Protection Planning
Protecting Your Wealth
Advanced Planning
Related Services

Click any image tile above to learn more about that service offering.


FUNDAMENTAL ESTATE PLANNING | LIFETIME TRUST PLANNING | FAMILY PROTECTION PLANNING | WEALTH PROTECTION | ADVANCED PLANNING | RELATED SERVICES