Your life changes. Your estate plan should too. TrustVault provides ongoing attorney guidance, document updates, and oversight to ensure your plan stays aligned with your goals.
The TrustVault Membership is designed for clients who:
Because we already understand your plan, updates are handled more efficiently and cost-effectively than starting from scratch each time.
Designed to keep your core estate plan current and aligned.
(approximately $66/month)
Expanded coverage for clients with more complex assets and planning needs.
(approximately $100/month)
Because we already understand your plan, updates are handled more efficiently and cost-effectively than starting from scratch each time.
Your estate plan is not a one-time event.
Changes in your family, finances, property, or the law can all impact how your plan works. Without regular updates, even well-designed plans can become outdated or ineffective.
TrustVault helps ensure your plan continues to function exactly as intended — when your family needs it most.
Each year, an attorney reviews your trust and related documents and, when needed, prepares updates at no additional cost to ensure everything stays aligned with your goals and current law.
Meet with an estate planning attorney to discuss:
Your membership includes one full round of updates annually, which may include:
Review how assets are titled to ensure they are properly connected to your trust.
Review and update beneficiary designations across accounts to prevent conflicts or errors.
Access your estate documents online and share them securely with trusted individuals.
If you are already a client and have completed your trust and estate planning with our firm, you can enroll in the TrustVault Subscription Plan today. Choose the Silver or Gold level that fits your needs and budget, then schedule your first annual review and attorney strategy session.
Keep your plan current, reduce stress for your loved ones, and protect the legacy you worked hard to build with the TrustVault Subscription Plan.
Your estate plan should grow with your life. The TrustVault Subscription Plan gives you ongoing support so your trust, wills, and other key documents stay current, accurate, and ready when your family needs them.
Your life changes. Your documents should change with it. Marriage, divorce, new children or grandchildren, new property, and tax law updates can all affect how your estate plan works. With a yearly review through TrustVault, you reduce the risk of outdated instructions, missed assets, and avoidable court delays.
Annual Trust and Estate Plan Review
Each year, an estate planning attorney reviews your trust and related documents. The goal is to confirm that your plan still matches your wishes and complies with current law in your state.
You meet once per year with an experienced estate planning attorney. During this strategy session, you can:
Your TrustVault Subscription Plan includes one full round of revisions each year at no extra charge. This may include updates to your:
This helps keep your written instructions aligned with your current goals and family situation.
Every year, your team reviews how key assets are titled. The focus is to confirm that your trust is properly connected to:
Proper alignment reduces the risk that assets end up in probate because they were left outside the trust by mistake.
Our attorneys also review beneficiary designations. The audit targets accounts that often cause problems, such as:
This yearly check helps you avoid conflicts, accidental disinheritance, and outdated beneficiaries.
You receive secure, online access to your signed estate planning documents. You can share access with trusted contacts, so they can quickly locate what they need in an emergency, any time of day.
With TrustVault, you don’t have to worry about whether your plan is outdated or incomplete. You have ongoing support to keep everything aligned, organized, and ready.
