Trust Maintenance Plan – Tragic Email This Morning

Got an email from clients of mine this morning.  Tragic situation, their daughter suddenly passed away.  The email queried how much it would cost to make certain changes to their plan, needed as a result of their daughter’s death.

This couple happened to be one of the first to whom I offered my Trust Maintenance Plan when I rolled it out a couple years ago.  They decided not to enroll in the plan, which would have provided them, among other things, a new updated estate plan every year, at a cost of only $25/month.

Generally, I would make nonparticipants pay according to my published rates, less some kind of a discount, but under the circumstances I made an exception and offered to “grandfather” them into the plan.

 

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