Ongoing membership
Estate plans aren’t “set it and forget it.”
Life changes, assets change, and questions come up. LegacyCircle keeps your plan current, funded, and ready — long after the signing.
LegacyCircle is our ongoing membership for families who want a clear way to stay supported after planning is complete. It’s optional, it can be added at any time, and it picks up right where your signing ceremony leaves off.
Tier One
Maintenance
For families who want document continuity and basic plan upkeep.
- Secure online document vault with controlled sharing
- Annual reminder to review life changes
- Discounts on future legal work
- Complimentary notary services
Tier Two
Access & Preparedness
For families who want ongoing access to Kelly, responsiveness to life changes, and clarity for family and fiduciaries.
Everything in Tier One, plus:
- Up to three document amendments per year, within your existing plan
- An annual 45-minute facilitated planning & readiness meeting, which may include:
- Family discussion
- Trustee or successor-trustee coordination
- “If something happened tomorrow” planning
- One 15-minute attorney consult each quarter
- Priority access during urgent situations
Membership is optional, renews annually, and may be canceled at any time. Kelly will walk you through which tier fits and what it costs for your plan.
Because a plan works best when it’s tended.
The plans that hold up are the ones that stay current. LegacyCircle is how we keep yours working — so the people you love inherit clarity, not a puzzle.
Not sure which tier fits?
That’s the easiest conversation we have. Tell us about your family and we’ll point you to the right one.
Schedule a consultation