Planning for Life
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. To download a printable version of the VIP Membership Schedule, click here.Over $4,000 in Instant Enrollment Bonuses !
Bonus |
Description |
Value |
Free Estate Check Up For Parents Over 65 |
Free Estate Check Up For Parents Over 65 Who Have Less Than $7M if Married or Less Than $3.5M if Single |
$950 |
50% Off Plan for |
50% Off Trust Plan for Your Parents. If Something Happens to Your Parents, You Are Going to Have to Clean Up the Mess. Let Us Give You the Peace of Mind of Knowing There Won’t Be a Mess of Any Kind. |
$1995 or |
Free Health Care |
Free Health Care Directive and Durable Power of Attorney for Adult Children Up to the Age of 25 and Parents over the Age of 65 Who Do Not Have Assets That Would Be Subject to Probate |
$495 |
Free Insurance Review |
Free Comprehensive, Objective and Easy Insurance Review to Ensure Your Family is Properly Protected and You Are Not Spending More Than You Should Be |
$995 |
No VIP Membership |
Clients enrolling at the time of their Plan Presentation and Priceless Conversation meeting do not pay a VIP Membership Program enrollment fee. Clients enrolling later will pay a set up fee equal to one year of membership. Clients who want to cancel their membership and want to re-enroll later will be required to pay the set up fee at the time of re-enrollment plus an updating fee. |
Varies |
It's like having a lawyer in the family!
All of our clients are kept up to date about changes in the law and others issues of concern to their families and have the opportunity to review their planning at least every three years, which is the longest a plan should go without being reviewed for maximum protection.
TRUST PLAN For the family who wants to consult their own lawyer before making important legal or financial decisions or dealing with a personal conflict, wants their planning documents to always reflect their life, their assets and the law so loved ones have as easy a time as possible after they are gone, to ensure that assets will never be lost to the state and wants to leave a true Legacy Library so Whole Family Wealth is captured and passed on instead of lost at each generation, investment is ONLY $49 |
|
Membership Benefits |
Value |
Annual Plan Review and Unlimited Plan Amendments Due to Life and Law Changes So Your Estate Plan Works – Always! |
$495 |
Annual Review of Your Assets and Update of Your Family Wealth Inventory So Your Loved Ones Know What to Look For After You Are Gone and None of Your Assets End Up Part of the $700M Held by North Carolina’s Unclaimed Property Division |
$395 |
Call Your Personal Family Lawyer Before Making Any Legal or Financial Decisions. All Discussions at No Charge. Up to 5 “Lawyer Letters” Written On Your Behalf. |
$1000s |
10-50% Discount on Future Legal Services. If we can’t help, our Trusted Legal Experts will pass on discounts to you too because we don’t take referral fees. |
$1000s |
Annual Priceless Conversation to Transition Your Most Important and Most Frequently Lost Family Wealth – Who You Are and What’s Important To You. |
$395 |
Monthly Family Wealth Matters Audio CD mailed to your home. Each month, learn from experts who will increase your Family's Wealth, Health and Happiness. |
$395 |
Monthly Membership Investment |
$49 |
Total Value |
$3,800+ |
LIFE PLAN |
|
Membership Benefits |
Value |
Trust Plan Membership Benefits |
$3,800+ |
Maintenance of Irrevocable Life Insurance Trust and Recordkeeping of All Gifts Into the Trust. So Your Insurance is Not Subject to Estate Tax At Your Death. |
$1495 |
Annual Reminders automatically sent to you so your irrevocable life insurance trust premiums are paid from the correct accounts, Crummey notices are issued and Trustee doesn’t forget to carry out important duties on behalf of the Trust. |
$995 |
Monthly Membership Investment |
$99 |
Total Value |
$6,300+ |
BUSINESS PLAN For the business owner who wants to ensure business entities stay up to date for maximum liability protection and wants ongoing consultation with his or her Personal Family Lawyer without hourly fees as business issues arise, investment is ONLY $149 |
|
Membership Benefits |
Value |
Trust & Business Plan Membership Benefits |
$6,300+ |
Annual Meeting with Our Corporate Paralegal and Updating of Your Corporate Records for Businesses Owned by You for Maximum Liability Protection. Monthly Investment Covers One Business; Additional Businesses at a Reduced Fee. |
$995 |
Consult Your Personal Family Lawyer Before Making Any Business Decisions at No Charge. Like Having a General Counsel for Your Family Business. |
$2495 |
Monthly Membership Investment |
$149 |
Total Value |
$9,800+ |
YES, sign me up for monthly membership In the BUSINESS PLAN! |
|
LEGACY PLAN |
|
Membership Benefits |
Value |
Trust, Life & Business Plan Membership Benefits |
$9,800+ |
Annual In-Person Opportunity Capturing Meeting With Your Personal Family Lawyer, Your Tax Advisor, Your Financial Advisor and/or Your Children to Ensure Your Planning Decisions Remain In Force and Everyone is on the Same Page |
$1495 |
In the Event of Disability, Legal Documents are Prepared or Revised to Transition to the Next Generation Quickly and Easily at No Charge. Pre-Administration Services. |
$1495 |
We will act as the Independent Trustee of your Asset Protection Trust for only $100/month per trust. Discounts for Multiple Trusts. |
$Varies |
Monthly Membership Investment |
$249 |
Total Value |
$12,800+ |
To get a full printable version of our Membership Program Details, click here |
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