TuckerAllen Legacy Protection Plan
The goal of any estate plan is to have clear, tailored, and thorough terms that later result in a smooth administration, allowing your assets pass to your beneficiaries as you intended. Just as your home requires maintenance or your budget and retirement plans require review, you should regularly review your estate plan. The purpose of this guided review is to confirm that your plan’s terms reflect your situation and preferences and that no changes to the law, including the Internal Revenue Code, necessitate any modifications.
The TuckerAllen Legacy Protection Plan is the best way to ensure that you continue to receive the support of the entire TuckerAllen team, throughout the funding process of your trust and beyond. Your membership allows you to minimize and, in some cases, eliminate expenses in making future changes to your plan. The included annual meeting with your attorney is just the beginning of your benefits!
Membership Benefits:
- Unlimited access to our dedicated funding help desk for review and advice on beneficiary designation forms
- One complimentary review meeting each year with a TuckerAllen attorney to identify and discuss any changes to your estate plan and funding (up to 2 hours of attorney time).
- Complimentary agent, trustee, or beneficiary name changes to your TuckerAllen estate planning documents (includes powers of attorney, will, and a trust amendment).
- Complimentary entity or percentage changes to beneficiaries of will or trust (includes trust amendment or new will).
- One complimentary beneficiary deed per year for a replacement or subsequently acquired property (recorder of deeds filing fee not included).
- Unlimited complimentary notary services by appointment at our main office.
- A 15% discount off current TuckerAllen published rates for all other changes and modifications to your estate plan.
- A 10% discount off current TuckerAllen published rates for estate planning services to your immediate family members who mention your Legacy Protection Plan membership.
- An annual invitation to attend members’ only educational and social events and newsletter mailings.
- One complimentary document review meeting with your successor agent or trustee at your incapacity and death (up to 2 hours of attorney time).
Eligibility to Enroll:
- New clients may enroll in our Legacy Protection Plan within 30 days of signing their estate planning documents!
- Existing clients who may not have previously enrolled in the Legacy Protection Plan may do so at the time of refreshing their existing documents through an Amendment and Restatement Trust package or any of our Will packages.
Pricing:
- The annual fee for your membership is $299 for individuals and $495 for couples.
- The cost for your program will remain the same throughout your time in the program, even if the price for new enrollees increases in subsequent years!
- After your initial payment at the time of signing your agreement, the reoccurring charge will be billed automatically on the 15th of the anniversary month that your estate planning documents are signed.
- You can opt out of the plan up to fifteen days before any annual renewal date. Please note that once unenrolled, you may not be able to re-enroll at a later time and will be subject to the current rates for the preparation of new documents or revisions and amendments to existing documents.
View our complete pricing list.
