CLIENT UPDATE PROGRAMS

During the Client Update Programs, we will review the changes that were made to the "master" trust language.  We will have prepared your updated trust that includes all legal language updates as well as any personal changes you may have requested. 
 

Blue Group Clients:  This is your year to update your legal documents.  Due to the pandemic, we are not able to meet in person with our normal small group update process.  Below is the video that contains the educational component for this year’s Client Update Program.  As always, do not hesitate to reach out with any questions you may have!
 

If you are not certain which update group you are in, open the front cover of any of your estate planning portfolio and there should be either a red or blue sticker that corresponds to your update group.