Ongoing Estate Planning Counsel for Peace of Mind at an Affordable Fee
Estate planning is more than just creating a will or trust and putting it away to gather dust. It’s a dynamic process that requires ongoing attention to ensure your family’s security and avoid unnecessary conflicts. At Marsala Law Firm, we believe in providing personalized, family-focused estate planning that evolves with your life and assets, ensuring your plan always works when your family needs it most.
Unlike basic online templates, we don’t just prepare documents. We guide you through a heart-centered, family-oriented counseling process to understand your unique needs. We help create an estate plan that works for your family, keeping them out of court and preventing conflicts, no matter what changes come your way.
Why Ongoing Estate Planning Reviews Are Essential
A true “plan that works” is a living, breathing document that should be reviewed and updated regularly. As life, assets, and laws change, so should your estate plan. At Marsala Law Firm, our Life & Legacy Planning Process includes our exclusive PFL FamilyCare Program, which ensures that your plan stays current and effective, year after year.
Why Join the FamilyCare Program?
The FamilyCare Program offers you peace of mind by ensuring that your estate plan is always up-to-date. As your life changes—whether it’s a new property, asset, family member, or relationship—your plan needs to reflect those changes. Without ongoing reviews, your documents may quickly become outdated, and your family could be left vulnerable.
Consider the changes in your life over the past few years. If you created an estate plan back then, would your choices still align with your current circumstances? Would your asset inventory still be accurate? With the FamilyCare Program, we ensure your estate plan remains relevant and functional for the people you love, no matter how your life evolves.
Benefits of Joining Our FamilyCare Program
Our FamilyCare Program is a long-term commitment to your future and legacy. It includes the following valuable benefits:
Complimentary Annual Reviews: We offer an annual review process that allows you to revisit your estate planning documents with ease, ensuring they remain aligned with your current life and assets.
Members-Only Discounts on Plan Updates: As a FamilyCare Program member, you can make basic updates to your documents at no charge. You’ll also receive special pricing on more extensive plan revisions, ensuring your estate plan evolves as needed.
Special Member Pricing for Your Family: We extend exclusive member pricing to your family members because their planning impacts your future. This ensures that your family is also protected.
Legacy Interviews: Our Life & Legacy Interviews help you create a meaningful, lasting testament of your life, values, and wishes. These interviews allow you to share stories and wisdom that will become treasured memories for your loved ones.
Ongoing Program Enhancements: As your estate planning needs evolve, so does our FamilyCare Program. We continuously add new benefits and services to better support you and your family.
Live and Die in Peace with the FamilyCare Program
By joining the FamilyCare Program, you can rest easy knowing that you and your family will always have our support—both now and in the future. Contact us today to schedule your Life & Legacy Planning Session or to review your existing plan to see if you qualify for our FamilyCare Program.