Purpose
With decades of experience in estate planning, Woods & Bates, P.C. has become committed to understanding the reasons estate plans fail. Whether it be a lack of alignment of the estate assets, disregard for the new plan, or not making updates as life circumstances change, Woods & Bates, P.C. is dedicated to making sure you are secure in your assets and estate plan. We hope that by offering an ongoing planning program to our clients our firm will be able to help you fulfill the ultimate goal you set out to accomplish when you made the plan in the first place – to take care of your family and loved ones.
Program Benefits
Annual Asset Review Meeting
- Verify and ensure asset alignment with the estate plan.
- Initial meeting recommended approximately 6 months after the
plan is signed.
Annual Family Care Meeting
- Includes Attorney, Client, Family Members, nominated Executor/Trustee, and Trusted Advisors.
- You decide who should be included in this meeting.
24-Hour Response Guarantee
- Prompt response to any questions about your estate plan or asset alignment during business hours.
- Powers of Attorney for Unmarried Children (18-30).
- Ensure your adult children have the necessary legal protections.
Minor Plan Updates
- Changes in Executor/Trustee/Guardian/Agent nominations, ages of distributions, percentages, and minor revisions.
Annual Decision Vault Subscription
- Safeguard your information with secure storage.
Legacy Planning
- Explore creative strategies to pass down your virtues and moral framework to future generations.