Our programs are part of what set us apart and allow us to care for you and your family throughout all life's stages.
At many estate planning law firms, the relationship ends once your documents are signed. At Dynasty Law, signing your estate planning documents is just the beginning. We build long-term relationships with our clients to ensure your estate plan continues to protect your family as your life, assets, and goals evolve.
Make Sure Your Plan Changes With Your Life, Your Assets, And The Law
Over time, your life, your assets, and the law will change—and your estate plan must evolve with them. Regular updates help ensure your plan works as intended when your family needs it most. Without proper updates, even well-drafted estate planning documents can become outdated and ineffective, often creating far greater costs and complications than maintaining your plan over time.
At Dynasty Law, we also help ensure your assets remain properly titled and coordinated with your estate plan throughout your lifetime. This is critical to avoiding unnecessary probate proceedings or the risk of assets being lost to State Unclaimed Property programs, where billions of dollars currently sit unclaimed.
As part of our process, we create and maintain a Wealth Inventory Plan for your Family that documents what you own and how those assets are titled. By keeping this inventory updated year after year, your loved ones will always have clear guidance on how to locate and manage your assets if and when it becomes necessary.
3 Year Plan Review Is Included
With every estate plan at Dynasty Law, we include a complimentary three-year review to ensure your plan evolves as your life changes and that your assets remain properly titled for maximum protection.
Key Benefits of Our Estate Planning Membership Programs:
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Annual Plan Review with unlimited amendments to keep your documents current
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Annual “Priceless Conversations” to capture and preserve your family's most important values and legacy
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24/7 Online Access to healthcare and guardianship documents
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Discounted Legal Support for your loved ones after your passing
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Annual Asset Review and updates to your Family Wealth Inventory
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Additional membership bonuses and resources to support your planning
Our membership programs provide ongoing protection, guidance, and peace of mind. Schedule an Estate Planning Session to review your assets, your loved ones, and how your current plan—or the State's default plan—would handle them.