We want our clients to call us and email us when they have questions or concerns. We do not want our clients to feel like they are being "nickled and dimed" with too many charges. To simplify billing and encourage the most healthy on-going relationships, we offer our ACCESS annual retainer program. You can save money by signing up for an annual retainer or maximize savings with one of the three lifetime retainer programs below:
Access
Estate/Probate
Wisdom |
Access
Corporate/Business
Wisdom |
Access
Wealth Planning
Wisdom |
| An annual fee of $700 or a one-time fee of $3,500 includes all of the following benefits every year for you and your spouse's lifetime. |
An annual fee of $900 or a one-time fee of $4,500 includes all of the following benefits every year for you and the equity partners of your entity. |
An annual fee of $700 or a one-time fee of $3,500 includes all of the following benefits every year for you and your spouse. |
| 2 hours of estate and probate lawyer consultation time for you and anyone you choose. (2 hours X $350 = $700 savings annually) |
Preparation of annual corporate minutes plus 2 hours of business lawyer consultation time for you and anyone in your business. (2 hours X $350 = $700 savings annually) |
2 hours of Wealth Adviser consultation time to conduct an annual meeting with you and/or your family. (2 hours X $350 = $700 savings annually) |
| $300 annual credit on estate planning fees for you or anyone you choose. |
$300 annual credit on corporate planning fees for you or anyone you choose. |
$300 annual credit on wealth planning fees for you or anyone you choose. |
| Free estate planning telephone consultations |
Free corporate planning telephone consultations |
Free investment, insurance, and wealth counseling telephone consultations |
| 24-hour internet access to your Powers of Attorney of Healthcare. See http://24-7-Plan.com |
24-hour internet access to your articles, bylaws, and other corporate information. See http://24-7-CFO.com |
24-hour internet access to your articles, bylaws, and other corporate information. See http://24-7-Benefits.com |
| No extra charge for house or hospital calls for clients who live near one of our offices and who are not able to travel. |
No extra charge for live or webinar meetings to supplement phone calls. |
No extra charge for live or webinar meetings to supplement phone calls. |
| Assurance that these services extend to your Successor Trustee in the settling of your estate. |
Assurance that these services apply as long as you remain a partner in your business. |
Assurance that these services extend to your spouse or successor trustees. |
| Free parking at our office and client seminars |
Free parking at our office and client seminars |
Free parking at our office and client seminars |
| "Hot Topics" seminars for you and your family members |
"Hot Topics" seminars for you and your employees |
"Hot Topics" seminars for you and your family members |
| Client files maintained in hard copy and electronic format for quick access |
Client files maintained in hard copy and electronic format for quick access |
Client files maintained in hard copy and electronic format for quick access |
| Special privileges and perks on Client Cruises |
Special privileges and perks on Client Cruises |
Special privileges and perks on Client Cruises |
| Video library. You can access our password-protected library of recorded videos related to estate planning topics |
Video library. You can access our password-protected library of recorded videos related to business law topics |
Video library. You can access our password-protected library of recorded videos related to business law topics |
| Note: What clarifying notes should go here to explain the estate planning access limitations and upgrade costs? |
Note: There is an extra hourly charge for preparation of minutes from previous years. There may also be additional charges for calendaring and sending out checklists for preperation of annual corporate documents, preparing notices of annual meetings, attending and documenting shareholders and directors meetings, and maintaining the original minute book in our office. Most of these services are provided cost-effectively by paralegals. |
Note: What clarifying notes should go here to explain the wealth access limitations and upgrade costs? |
