Thank you for considering our
Estate Planning Annual Review Plan
. Please
click here
to download and review the plan agreement in PDF. It details the two plans available and clarifies limitations to reduce surprises or disappointments.
If you wish to sign up, please complete the following steps (or call our office to request that we email or mail you an agreement to sign and return to us):
enter your name and current/preferred email below,
select the plan you want,
submit your initial payment following the instructions below, and
click the
Submit
button at the bottom of this form.
Upon receipt of your payment and form submission, we will:
email you instructions to access our secure client portal,
create your asset spreadsheet using the information we have on file,
notify you when the spreadsheet is ready for your review and updates, and
provide instructions for scheduling your first annual update call to review your asset spreadsheet, life changes, relevant tax or legal changes, and any revisions you are contemplating.
If you have questions before signing up, please call our office at (509) 758-3345.
Contact information
Prefix
First name
*
Middle name
Last name
*
Emails
Address
*
Type
Upon submission, a copy of this form will be sent to the primary email.
Work
Home
Other
Primary
Default email false
Add email
Plan choice (choose one)
By checking a box below, you confirm you have read all 3 pages of the PDF titled Estate Planning Annual Review Plan Agreement.
Annual Review Plan – $750 first year and $600/year thereafter.
Annual Review Plan with New Documents Every Five Years – $1,350 first year and $1,200/year thereafter.
Initial Payment
Click one link below to open a new browser window to submit your first annual payment. Then
return to this page
to click the
Submit
button at the bottom of this page. (Or, if you prefer, you may submit this form now and deliver payment to us by check or "bill pay" from your bank.)
Click here to pay $750
for the first-year fee for the Annual Review Plan.
Click here to pay $1,350
for the first-year fee for the Annual Review Plan with New Documents Every Five Years.
Our preferred method of payment is via
bank-grade secure, encrypted
ACH debit from checking or savings. For simplicity of annual renewal (and even other) payments, we can debit future payments from the account you use -- which we will only ever debit
after
advance authorization from you for any given payment.
If you prefer not to enter your routing and account numbers online, you may call or stop by, and we can manually enter your account data into our secure, encrypted payment system. Of course, you may always pay any invoice by check if you prefer.
Annual billing
If you have email, we will send invoices in PDF via email, unless you check this box to have invoices mailed to your address on file.
Please send invoices by postal mail instead of email.
Thank you for signing up!