Estate planning is not a transaction; an effective estate plan is a lifetime process. That’s why we offer an Estate Plan Maintenance service for our clients. Our yearly membership is called PathPlan©, and is designed to give you peace of mind that your planning is in order, up to date, and includes any and all changes required to ensure your wishes are in place and carried out.
When you enroll in PathPlan© you engage us to continue as your personal attorney, and guide along your path to peace of mind. We will be there to make sure your plan is regularly reviewed and refined, that your file is maintained and updated, and that your healthcare wishes will be honored. Our job is to ensure the continued integrity of your plan, and confirm that your goals are being addressed.
With PathPlan©, you can rest easy knowing that you’re on the right track with a guide who knows the way.