LEGACY PROTECTION PLAN
Since the founding of Hammond Law Group, our primary concern has been ensuring that
the estate plan we create for you will effectively pass your legacy the way you intend.
Many of our clients have concerns regarding ongoing life changes and their impact on
their estate plan. However, some clients may be hesitant to set an appointment to review
their estate plan, largely out of fear that if changes are needed there will be an
additional cost. Though review meetings every few years are sufficient for many clients,
some clients experience changes more frequently and less predictably than they can stay on
top of. Beginning January 15, 2008, Hammond Law Group will offer a new, more thorough and
in-depth service, the Legacy Protection Plan. This unique plan is an annual maintenance
program providing a variety of benefits for all estate planning clients, from those with very
simple estates to those with more advanced estate planning issues. With time, everyone
experiences significant life changes-the birth of children or grandchildren, marriages and
remarriages, the passing away of loved ones, and personal financial changes. And of course,
nobody can predict future changes in the laws governing our estate plans.
The Legacy Protection Plan is designed to keep your estate plan current with annual
appointments to review your estate plan as well as seminars to help assist you in better
understanding, managing and administering your estate. If after an appointment you need
to make simple changes to your estate plan, the change of Successor Trustees, Personal
Representatives, agents under your Power of Attorney, age of distributions to your children,
and adjustments to charitable beneficiaries will be complimentary. Furthermore, if you have
young adults in your immediate family, the firm will prepare Health Care Directives and HIPAA
declarations free of charge. Also included are your annual membership to DocuBank, renewal of
your Powers of Attorney every five years, and discounts on other, more complex updates to your
estate plan.
Finally, please rest assured that every client's estate plan provides full and complete coverage
for their basic estate planning needs, and the firm will continue to provide the same essential
services as in the past. If you wish to retain the firm for a specific service, then you may do so
at our normal fee. However, if you require additional services or anticipate that your estate may need
closer management, please consider participating in our Legacy Protection Plan.
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