Client Protection Plan
On old plan or a plan without ongoing monitoring may be as harmful to you and your family as no plan at all. To solve that problem, we invite all of our estate planning clients to become members in our Client Protection Plan™ so that we can maintain an ongoing relationship to answer their questions, update their documents and educate them regarding legal changes that might affect their plan.
Members can sign in here.
Which level is right for you?
Fort Knox
($2,424 Value)
|
Vault
($1,465 Value)
|
If you are looking for the highest level of service and attention from us on a regular and recurring basis, you will appreciate the protection of a fortress like Fort Knox. Our CPP Fort Knox will give you one-on-one, in person meetings with either David or Francisco every year to review any possible changes in law, taxes, life circumstances or assets that could affect your plan.
- Annual face-to-face meetings
- Review of your Client Update Info & Asset Packet by your attorney
- Renewed and Refreshed powers of attorney
- 5% off all other firm services
- 10% off after 10 years continuous membership
- 15% off after 15
- 20% off after 20
Plus all the benefits in CPP Vault:
- Reasonable phone calls and emails to David or Francisco for your questions throughout the year
- $200 gift certificate that you can give to family or friends for our services (limit 3 per year)
- Secure electronic forwarding service of your estate planning documents
- Funding Elephant™
- Deed – one Arizona beneficiary deed per year
- White Paper with yearly changes in laws affecting your plan
- Unlimited tickets to our workshops for you and your guests
Annual Investment: $755 |
The benefits given to Vault members are:
- Reasonable phone calls and emails to David or Francisco for your questions throughout the year
- $200 gift certificate that you can give to family or friends for our services (limit 3 per year)
- Secure electronic forwarding service of your estate planning documents
- Funding Elephant™
- Deed – one Arizona beneficiary deed per year
- White Paper with yearly changes in laws affecting your plan
- Unlimited tickets to our workshops for you and your guests
Annual Investment: $295 |
For additional details, please read the following resources:
- Chart of Benefits
- Terms of Enrollment & Engagement Addendum
