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

  • Complimentary trust and funding review each year, which includes:
    • Review of documents to ensure they still meet your goals,
    • Complimentary beneficiary/agent updates and changes
    • Recommendations on legal updates, based on any law changes
    • 15% discount on legal fees for other changes as requested,
    • Review trust funding (asset ownership / beneficiary designations),
    • Advice on how to fund new assets, and
    • Prepare up to two funding forms per review meeting, as needed.
  • Complimentary phone calls with you or your financial advisor.
  • Correspondence with your financial advisor after every review meeting providing updates.
  • Annual members’ event where you can bring your family or financial advisor.
  • Private newsletter (quarterly) with tips and updates on the law.
  • 10% estate planning discount to your immediate family members.
  • Free document review meeting for your agents, family members, and financial professionals at your disability and/or death

Pricing

  • Membership in our Legacy Maintenance Plan is complimentary for the first year.
  • 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.

Roger from St. Louis, MO

Ongoing professional, timely, friendly, caring service by all staff members – also affordable.

Roger

St. Louis, MO

TuckerAllen Estate Planning Attorneys
2017-06-13T09:27:33-05:00

Roger

St. Louis, MO

Ongoing professional, timely, friendly, caring service by all staff members – also affordable.
0
TuckerAllen Estate Planning Attorneys

Janet from St. Louis, MO

Your firm presented information clearly. I felt that you truly had the best interests of my mother in mind. You offered resources other than legal so that my mother would be provided with the best possible care.

Janet 

St. Louis, MO

TuckerAllen Estate Planning Attorneys
2017-06-13T09:28:25-05:00

Janet 

St. Louis, MO

Your firm presented information clearly. I felt that you truly had the best interests of my mother in mind. You offered resources other than legal so that my mother would be provided with the best possible care.
0
TuckerAllen Estate Planning Attorneys

Barb A. from St. Louis, MO

Words cannot explain our overall satisfaction – Great! You are professional, competent and caring.

Barb

St. Louis, MO

TuckerAllen Estate Planning Attorneys
2017-06-13T09:26:35-05:00

Barb

St. Louis, MO

Words cannot explain our overall satisfaction – Great! You are professional, competent and caring.
0
TuckerAllen Estate Planning Attorneys

Chesterfield

600 Kellwood Parkway, Suite 300
Chesterfield, MO 63017

(314) 888-0088

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Kirkwood

1001 S. Kirkwood Rd. Suite 130
Kirkwood, MO 63122

(314) 375-2306

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Edwardsville

105 W. Vandalia St.
Edwardsville, IL 62025

(618) 619-6000

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St. Charles

3050 W. Clay St.
St. Charles, MO 63301

(866) 335-3375

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Independence

4200 Little Blue Parkway
Independence, MO 64057

(816) 905-0000

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Overland Park

Lighton Tower, 7500 College Blvd.
Overland Park, KS 66210

(866) 335-3375

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