Trust maintenance is critical to the success of your estate plan.

An infinite number of changes could potentially throw your plan off track--changes in your personal or familial situation, changes in your assets or general market conditions, changes in tax law or other law, etc.  No one can predict when these changes will occur.  Your estate plan may have been out of date before you signed it!

Some type of Trust Maintenance Plan (TMP) is required in order to make sure your plan works as intended.

Consequently, participation in our TMP is recommended for all estate planning clients, and includes the following: