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Client Maintenance Program

Our Client Maintenance Program (CMP) is a special site membership category open to our law clients who, after completion of an estate planning engagement, continue with a limited engagement for the following benefits:

  • Free annual estate plan review (up to 2 hours, in office — non-CMP clients get only half-hour telephonic review)
  • Free half-hour of PRIVATE dry handgun practice each month, during which you may ask simple legal questions concerning the funding of your trust (questions about updates tend to be more complex and are best left to a dedicated review meeting)
  • Free access to CMP Tutorials
  • Free access to CMP Events
  • FREE Level 2 redraft in the event of federal estate tax repeal (NO minimum participation required)
  • 50% discount for upgrade to Level 2 (minimum 12 month participation)
  • 50% discount for Level 2 redraft (minimum 12 month participation)
  • 50% discount off hourly rate for trust funding assistance
  • Free Firearm Safety Certificates for immediate family members

This program evolves over time and benefits are subject to change without notice. Clients may cancel participation at any time. CMP is designed to keep clients involved with estate planning as time goes on, for a nominal monthly fee of $25, in order to maximize the effectiveness of their plans and minimize overall cost and effort.

 

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