YOUR LAWYER FOR LIFE
At Snider Edwards, PLLC, the signing of your estate planning documents is just the beginning of the relationship with your family.
Make Sure Your Plan Changes With Your Life, Your Assets and the Law
Over time, your assets will change, your family will change, the law will change and your life 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.
In addition, we will work together to ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and help you keep it up-to-date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
3 Year Plan Review Is Included
With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Some of the Benefits Provided Under The Membership Plan include:
Annual Plan Review with Unlimited Plan Amendments;
Annual Priceless Conversations to transition your most important and most frequently lost asset- who you are and what’s most important to you.
Continuing access to your Online Client Portal, where your documents can be accessed 24/7;
Substantial discount on fees for advising your loved ones after you’re gone;
Annual Review of Your Assets and Update of Your Asset Spreadsheet;
And much more, including valuable membership enrollment bonuses.
For more information please schedule a consultation or a Life & Legacy Planning Session and let’s review what you own, who you love, and what would happen under your current plan, or the state’s default plan for you.