TuckerAllen Legacy Protection Plan
The goal of any estate plan is for your wishes to be carried out the way you intended, both now and in the future. However, just as your home or car requires maintenance, estate plans require maintenance. Once your estate plan is completed, you can’t put it on the shelf and forget about it! Unless you regularly review your documents, changes in your family, your finances, your health, and the law may cause your plan to ultimately not work as you intended. The TuckerAllen Legacy Maintenance Program is the best way to ensure that your plan works when it needs to!
Membership Benefits
- Assistance in preparing up to two (2) beneficiary change forms or funding forms per year.
- Complimentary phone calls and correspondence with estate planning questions from you or your financial advisors.
- One complimentary review meeting each year with a TuckerAllen attorney to identify and discuss any changes that you may want or need to your estate plan and funding.
- Complimentary agent changes and beneficiary name updates to your TuckerAllen estate planning documents.
- A 15% discount off current TuckerAllen retail rates for all other changes and modifications to your estate plan.
- A 10% discount off current TuckerAllen retail rates for estate planning services to your family members who mention your Legacy Protection Plan membership.
- An invitation to attend members’ only educational and social events. We encourage you to bring family or financial advisors.
- Inclusion in our private Legacy Protection Plan Newsletter mailing list.
- Complimentary document review meetings with your fiduciaries at your incapacity and death.
Pricing
- Membership in our Legacy Maintenance Plan is complimentary for the first year after signing your TuckerAllen estate documents.
- The annual fee after the first year is $299. This is automatically billed on the 15th of the anniversary month that your estate planning documents are signed, or the 15th of the month you sign the LPP agreement if this is not concurrent with your estate planning documents.
View our complete pricing list.
| Title | Address | Description |
|---|---|---|
St. Charles | 3050 W Clay St, St Charles, MO 63301, USA | 3050 W. Clay St. |
Edwardsville | 105 W Vandalia St, Edwardsville, IL 62025, USA | 105 W. Vandalia St. |
Town and Country | 13500 S Outer Forty Rd, Town and Country, MO 63017, USA | 600 Kellwood Parkway, Suite 300 |