The Best Last Gift
Estate Care Plan
Your Legacy, Protected for Generations
Estate planning isn’t a one-time event—it’s a lifelong commitment to protecting your loved ones and ensuring your wishes are honored. That’s why we created The Best Last Gift Estate Care Plan, a membership designed to keep your estate plan current, effective, and ready when it’s needed most.
Why Join The Best Last Gift Estate Care Plan?
Life changes, laws evolve, and institutions impose new policies. Without regular maintenance, even the best estate plan can become ineffective. Our program ensures your plan stays aligned with your goals, providing peace of mind for you and security for your loved ones.
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Exclusive Member Benefits
As a valued member, you’ll receive:
Annual Funding Discussions
Protect your trust’s effectiveness by confirming your assets are properly titled
Common Questions
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Do I have to have had my initial trust created by A. L. Harvey Law to participate?
You must have had your trust created or restated by A. L. Harvey Law
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Why is it important to update my power of attorney every two years?
Laws change, more recently institutions are reject older documents, and your circumstances might evolve. Regular updates ensure your power of attorney remains valid, enforceable, and aligned with your current needs.
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What happens during a trust review?
During a trust review, we’ll analyze your trust to ensure it reflects your current wishes, accounts for any life changes (such as births, deaths, or new assets), and complies with the latest legal requirements.
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What is a funding discussion, and why is it necessary?
A funding discussion ensures your assets are properly titled in your trust’s name. This step is crucial to ensure your trust works as intended, avoiding unnecessary probate or legal complications.
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What if I don’t need amendments or restatements?
Even if you don’t require changes, your membership ensures your estate plan stays updated and ready to meet your needs. You’ll still benefit from the educational seminars, document reviews, funding discussions, and the successor trustee meeting.
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How does the successor trustee meeting benefit my family?
When a successor trustee steps into their role, it can feel overwhelming. This complimentary meeting educates and prepares them for their responsibilities, helping them feel confident and supported as they manage your estate.
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Can I cancel the program at any time?
The program has an annual commitment. You can cancel at the end of the year term. However, to maximize the program’s value, we recommend maintaining your membership for long-term estate plan care and peace of mind.
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How do I schedule my power of attorney update or trust review?
Simply contact our office by phone or email, and we’ll help you schedule your update at a time that’s convenient for you.
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How do I enroll in the program?
You can enroll by calling 530-217-3520, emailing info@alharveylaw.com, or visiting [Insert Enrollment Link]
