Did you know that most estate plans are outdated within 3-5 years?
Life changes … but documents tend to stay the same.
×Incorrect beneficiaries
×Missing assets
×Outdated wishes
×Locked digital accounts
×Unintended tax complications for those no longer associated with the family
×Stress and confusion for loved ones
That’s why this program exists.
Our Legacy 360 Estate Plan Maintenance Program keeps your plan clear, current, and complete, year after year.
It’s modern, generational estate planning made simple.
WHAT YOU GET:
Annual Review and Update
We’ll check every part of your plan and help keep your wishes aligned with your changing life.
Unlimited Revisions
Life moves fast, your plan should, too. Revisions throughout the year may include: word processing amendments requested by you, advice on where to fund new assets, and law firm recommended legal changes based on changes to laws. Advanced planning may not fall within the guidelines.
Digital Asset Protection
Ensure your digital assets like photos, messages, cloud files, password access, and online accounts are documented and passed on to the right people.
Beneficiary Coordination
Across bank accounts, life insurance, retirement plans, and more.
Priority Access to Your Attorney
You get a direct link to your attorney, Carolyn Duncan.
Our Legacy 360 Estate Plan Maintenance Program is perfect for you if:
- You’ve experienced a life change – marriage, divorce, adoption, step-children
- You want to protect children, aging parents, or those with special needs
- You bank or store photos, documents, and conversations online
- You want a plan your family can rely on
- You value stress-free, ongoing support
Options & Pricing
Simple annual membership. No surprise fees. No hourly billing. No barriers to updating your plan.
Will Maintenance Program: $450
Trust Maintenance Program:
Single Trust: $650
Multiple Trust: $950
* fees may apply for additional planning
KEEP YOUR PLAN CURRENT. KEEP YOUR FAMILY PROTECTED
Fill out the form to take the next step to enroll in our Legacy 360 Estate Plan Maintenance Program
Frequently Asked Questions
Why do I need an estate plan maintenance program?
Because life changes. Most estate plans become outdated within 3–5 years. This program ensures your documents stay accurate, up to date, legally correct, and aligned with your current wishes.
Can’t I just call when I need an update?
You can, but without regular reviews, important updates get missed. Changes in assets, relationships, beneficiaries, accounts, and laws often go unnoticed. This program prevents gaps.
What counts as an “unlimited update”?
Anything related to your estate plan: beneficiaries, assets, addresses, executor selections, digital accounts, powers of attorney, guardians, property changes, and more.
What if I don’t need any changes one year?
Great! We’ll simply confirm that everything is still accurate — and we’ll document the review for your records.
What digital assets are included?
Photos, cloud storage, emails, messages, social media accounts, subscription services, online banking, cryptocurrency, and more.
How long does the annual review take?
Typically 45–60 minutes.
Is this tax or investment advice?
No. I coordinate with your advisors, but I do not provide tax or financial planning advice.
What if I need help urgently?
Different tiers include priority access — meaning you can reach me quickly if something changes unexpectedly.
Can I cancel anytime?
Yes — the program is billed annually, but you can cancel at any renewal period.
