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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. |
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