LifeSpan Legal Services™ is a comprehensive, ongoing planning process designed to empower and engage clients’ in their Estate Plan and better ensure predictable, positive results with confidence and peace of mind.

Through ongoing education, collaboration and comprehensive planning, we build and sustain an estate plan that consistently reflects what’s important to you as well as current legal and tax guidelines.

LifeSpan Guiding Principles:

Ongoing Education: so you are informed and empowered to understand every element of the estate planning process and your estate plan
Ongoing Collaboration: so you are engaged in your plan and so that your plan reflects your wishes
Proactive Settlement: so there are no surprises for your family
Peace Of Mind: so you can enjoy your life and family without the worry.

What you get with your
LifeSpan Membership

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    Free Education

    Free ongoing education, including Annual Family Reunions and other educational workshops, for members and their families

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    Free Updating

    Estate planning document updates at least every two years that reflect your family changes, as well as tax and changes in the law

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    Contract for Reduced Costs

    Ongoing contract for trust settlement fees – so there are no surprises for your loved ones

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    Continued Assistance

    We continue to work with you, answer questions, handle funding, to help make sure your plan works for no additional cost

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    Discounts Applied to Other Legal Services

    We offer cost efficient legal planning to our Lifespan clients at reduced rates.