Maintenance Program

Keep Your Plan Current. Keep Your Peace of Mind.

Creating an estate plan is an important first step, but good planning should not end when your documents are signed. Life changes. Families grow. Assets shift. Laws evolve. Your estate plan should keep up.

Our Annual Maintenance Plan is designed to help you stay organized, informed, and confident that your plan still reflects your wishes and supports the people you love.

What’s Included:

One Hour Annual Plan & Asset Allignment Review
Each year, you will receive an invitation to a one-hour meeting to review your estate plan, discuss life changes, and identify whether any updates may be appropriate. We will also ensure accounts, real estate, and beneficiary designations match your plan. This gives you a dedicated time to revisit your planning with trusted guidance instead of wondering whether your plan is still current.

Easy-To-Access Digital Storage of Your Documents
Your important estate planning documents will be securely stored digitally for easy access whenever you need them. This helps ensure that your plan remains organized and available to you and your loved ones when it matters most.

A Complimentary Nokbox
Members receive a free Nokbox Lite to help organize the practical details of their lives in one place. This thoughtful system helps ensure that your loved ones know where to find key information and documents in an emergency or after a death.

15% Off Document Revisions
When updates are needed, Annual Maintenance Plan members receive 15% off revisions to their estate planning documents. This makes it easier and more affordable to keep your plan aligned with your life.

Why Join the Annual Maintenance Plan?

Estate planning is not a “set it and forget it” process. An outdated plan can create confusion, unnecessary cost, and stress for the people you care about most. Our Annual Maintenance Plan helps you stay ahead of those issues with regular review, practical organization tools, and ongoing support.

Let Us Help You Keep Your Plan Working

Your estate plan should continue to protect you and your loved ones as life changes. Our Annual Maintenance Plan is a simple way to make sure your planning stays current, accessible, and effective.

Who This Is For

This Program Is Ideal For Clients Who:

Want confidence their plan is current and working as intended

Prefer ongoing guidance with a trusted advisor who knows their family

Have growing or evolving estates, including business or real estate interests

Want to make things easier for their loved ones with a clear, up-to-date plan

Value efficiency and don’t want to worry about missed details

Need help finishing funding or staying organized

Appreciate simple, streamlined updates over time