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.
View our complete pricing list.
Chesterfield
600 Kellwood Parkway, Suite 300
Chesterfield, MO 63017
Kirkwood
1001 S. Kirkwood Rd. Suite 130
Kirkwood, MO 63122
Edwardsville
St. Charles
Independence
Overland Park
Lighton Tower, 7500 College Blvd.
Overland Park, KS 66210