At most estate planning law firms, the relationship ends when you sign your documents. At Boudett & Mason, we see the signing of your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless… worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
With each of our estate plans we include a no-charge three year review to ensure that as our clients’ lives change, so does their estate plan. This ensures that all our clients’ assets are held properly for maximum protection. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets—who they are and what is important to them. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.
All of our fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting you will choose the level of planning and fee that works best for your family.