Estate Planning That Works

At Valley Legacy Planning, we understand that effective estate planning goes beyond creating a set of documents that you file away and forget. Your estate plan is a living, breathing entity that should evolve with you and your family. That’s why we offer ongoing counsel through our FamilyCare Program to ensure that your plan remains current, comprehensive, and effective.

Ongoing Counsel for Peace of Mind

Estate planning is not just about drafting a will or trust; it’s about ensuring that your plan remains relevant as your life, assets, and the law change. We believe that selling you a static plan is not enough—it’s crucial to provide a family-focused, heart-centered approach to planning. Our goal is to deliver a plan that keeps your family out of court and out of conflict.

Why Join the FamilyCare Program?

Our FamilyCare Program offers the reassurance that your plan will adapt to your changing circumstances. Without ongoing support, your documents can become outdated as soon as there’s a change in your life, such as acquiring new assets, experiencing changes in your family dynamics, or shifts in legal requirements.

Consider how much your life has changed over the past few years. If your estate plan was created back then, would it still meet your needs? Would your asset inventory be accurate? The FamilyCare Program ensures that your plan evolves with your life, providing peace of mind and ensuring that your loved ones are protected.

Here’s What We Include with the FamilyCare Program:

  • Complimentary Annual Reviews: We conduct annual reviews to ensure that your planning remains effective and aligned with your current circumstances, giving you peace of mind that your plan is up to date.
  • Special Members-Only Pricing for Plan Updates: Life changes, and so should your estate plan. As a member, you’ll receive basic updates at no charge and discounted rates on more extensive modifications.
  • Family Matters: We offer special pricing for your family members, understanding that their planning impacts you and your future.
  • Legacy Interviews: Capture and share your life stories, values, and messages with our Life & Legacy Interviews. These are cherished keepsakes for your loved ones, creating a lasting testament of your legacy.
  • And More: Our FamilyCare Program evolves with time, continually adding new benefits to support your needs and those of your family.

With Our FamilyCare Program, You Can Live & Die in Peace

By joining our FamilyCare Program, you ensure that you and your family have the support you need for life and beyond. Contact us today to schedule a Life & Legacy Planning Session or a review of your existing plan to see if you qualify for our FamilyCare Program.

Schedule a 15-minute call to get started.