Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life's stages.
The Family Wealth VIP Membership Program is part of what sets me apart and allows me to ensure your plan works to keep your family out of court and out of conflict and to care for you and your family through all of life's stages.
At most estate planning law firms, the relationship ends when you sign your documents. This is not the case with me. At Kevin C Martin, Attorney at Law, I see the signing of your estate planning documents as just the beginning of our relationship with your family.
Your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well and 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.
In addition, I ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in state departments of unclaimed property throughout the U.S. and we never want to see a penny of your assets there. Nor do we want to see your family be stuck dealing with the court system when you've worked so diligently to make things as easy as possible.
That's why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out so that your loved ones can always locate what you own and how you own it, if and when necessary.
With each of my estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
My Family Wealth VIP Membership Program is designed with maximum protection and service in mind:
Annual plan review with unlimited plan amendments
Annual review of your assets and update to your asset spreadsheet
Annual Family Wealth Legacy Interviews to transition your most important and most frequently lost family wealth - who you are and what's most important to you
Family Wealth VIP Membership Program that provides 24-7 online access to health care and guardianship documents
Substantial discount on our fees for advising your loved ones after you're gone
For more information about our unique membership programs, please schedule a Family Wealth Planning Session, and let's review what you own, who you love, and what would happen under your current plan, or the State's plan for you.