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.
Clients in the "Blue Group" update in even numbered years and clients in the "Red Group" update in odd numbered years. If this is your year to attend a Client Update Program, you may register by clicking on the program you wish to attend below.
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.
You will need to bring BOTH your Red Estate Planning Portfolio and your Blue LifeDesign™ Portfolio to this program.
NOTE: Our venues for Client Update Programs have changed from prior years. Please carefully note which location you register for. Directions to new locations will be sent to you prior to the event.
As legal documents will be signed at Client Update Programs, both spouses/partners and any currently serving trustees will need to attend.