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)
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 Without regular updates, even well-designed plans can become outdated or ineffective.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.
With TrustVault, you don’t have to worry about whether your plan is outdated or incomplete.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.
