Maintenance Program

Once you have completed your estate plan, you will have invested significant time and effort to ensure that your loved ones will be provided for according to your wishes.  How can you be assured that your plan will actually work when it is needed?  The answer is maintenance.  For the same reasons that you must provide ongoing maintenance to your family’s car to ensure safe, efficient, and long term performance, you must also provide regular maintenance and attention to your family’s estate plan. 

Our Fiscal Fitness^TM Maintenance Program can help you do just that.  Participants in our Fiscal Fitness^TM Maintenance Program receive the following benefits at no additional cost:

• Telephone access to our attorneys and staff throughout the year to discuss questions and concerns regarding your estate plan
• Bi-Annual (every 2 years) Client Update Meeting to review your estate plan to be sure it continues to meet your needs.
• Assistance with funding any new investments or assets into your trusts
• “Initial Consultation” at a reduced fee regarding advanced planning which you may require.
• Word processing changes to your estate plan documents at no additional cost
• Additional educational workshops to help you better understand various estate planning topics, remind you of how your plan works, and  help your loved ones learn about their roles under your plan
• A 20% discount on the Iden Law Offices standard fee for trust or probate settlement services if at the time of settlement you are enrolled in the Fiscal Fitness^TM Maintenance Program, you seek to retain Iden Law Offices, and we accept the representation.
• Subscription to our firm newsletter
• The modest annual fee to participate enables you to maintain and adjust your estate plan to keep it running smoothly.  In addition to all of that, you lock in savings when it counts the most, at settlement.  It's a lot like having an attorney on retainer and standing by for you and your family.  If you would like more information about the Fiscal Fitness^TM Maintenance Program, please contact our office, and we will be happy to assist you further.