Estate Planning - Annual Maintenance Program

Estate Planning Annual Maintenance Program Membership

Annual Maintenance Program
Isn't life always under construction?

Maintaining your estate is about more than just the design. Your life changes; your estate plan should keep up the pace. That's where our Annual Maintenance Program comes in.

The Annual Maintenance Program is only $300.00 for a full year membership.

Estate Planning Annual Maintenance Program

While you are a member of our Annual Maintenance Program, you get:

Coaching for funding your revocable trust

    • Initial funding, beneficiary reviews...

Free minor changes to your estate documents

    • Change* or add agents, new fiduciaries...

One annual meeting to review your estate plan

    • Sit down to review your estate design with an attorney...

Advance Directive coaching for your surrogates and agents

Discounts on Real Estate Closing Fees

    • Half off on our real estate closing fee.

Your estate plan should grow and change as your life does. Our Annual Maintenance Program ensures your continued access to these services throughout the year. 

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*McKillop Law Firm in its sole and absolute discretion determines what constitutes a minor change.

Fees subject to change annually. 

McKillop Law Firm

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We are a family-run law firm representing clients throughout Florida. We have offices in Sarasota and Jacksonville, and represent people in the surrounding counties.

Contact

Sarasota - call (941) 400-8998 or fax (941) 953-5117 Jacksonville - call (904) 503-3893 or fax (904) 503-9486 Email us at info@mckilloplawfirm.com

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