Client Membership Program Benefits
| Benefit | Standard Membership | Fiduciary Membership | Dynasty Membership |
|---|---|---|---|
| $300 / year (First year included with Classic Plan) | $500 / year (Membership Required if W&W is Named as Fiduciary) | Lifetime Standard Membership Inclusion with Dynasty Plan (No annual Fee) | |
| Ongoing Support (Calls or Emails Regarding Estate Planning Questions) | |||
| Access to Client Vault (Secure Document Storage) | |||
| Introductory Meeting With Your Loved Ones | |||
| Living Document Updates (Financial & Medical Power of Attorney, HIPAA, Living Will) | (1 per year) | (1 per year) | (1 per year) |
| Funding of Specific Assets (Vehicle, Business, Promissory Note) | |||
| Annual Plan Review | |||
| Affordable Updates (Guardianship, Trust Amendment, Real Estate Deed) | 50% Discount | 50% Discount | 50% Discount |
| In-Person Meeting with Your Fiduciaries After Your Passing | |||
| Annual Legacy Video | |||
| Living Documents Package for College-Age Child | |||
| Admission to Estate Planning Workshops and Client Appreciation Events | |||
| Complimentary Additional Trust Preparation | |||
| Additional Fiduciary Membership Benefits highlighted below |
Additional Fiduciary Membership Benefits
| Benefit | Fiduciary Membership |
|---|---|
| $500 / year (Membership Required if W&W is Named as Fiduciary) | |
| Wills & Wellness Estate Planning" Named as Your Trustee, Personal Representative, or Financial Power of Attorney | Available (additional fees apply) |
| Annual Review Meeting | |
| Initiate Estate Administration Upon Client Passing | |
| Manage Real Estate Transfers & Sales Upon Client Passing | |
| Taxes & Accounting Upon Client Passing | |
| Professional Sorting and Distribution of All Tangible Property Upon Client Passing | |
| Administration of the Trust and Settlement of the Estate Upon Client Passing | |
| Professional Medical Power of Attorney | |
| Build and Maintain a Detailed Personal Property Inventory | |
| Coordinate Burial & Funeral Plans | |
| Wills & Wellness Estate Planning Acting as Trustee, Personal Representative or Financial Power of Attorney |
*Send us a message below for a full list of detailed benefits including pricing.
Learn More About Our Client Membership Program
If you would like to learn more about our client membership program, please fill out the form below and we will be in touch with you shortly.