Keeping Your Plan Updated Has Never Been Easier or More Affordable

If you have taken that important first step toward peace of mind by investing in a customized plan by Kimbrough Law, why not make that cherished peace of mind last even longer with Kimbrough Law’s Legacy Protection?  

 

Whether you have an estate plan, an asset protection plan, or a long-term care plan, Kimbrough Law's Legacy Protection gives you a convenient and cost-effective way to keep your plan up to date when laws or circumstances change. You’ll enjoy a variety of benefits, including many free services. The money you save by using just one of the benefits will more than offset the annual investment. In other words, it pays for itself.

 

Don’t Let Your Asset Protection, Long-Term or Estate Plan
Become Obsolete.

 

Kimbrough Law’s Legacy Protection helps you overcome the risks of uncertainty. In addition to peace of mind and accessibility in an emergency, members receive the following: 

  • Annual client meeting to review your estate plan and answer any questions you may have. We encourage you to bring others to this meeting, such as family members and trusted professionals (e.g. financial advisor and accountant). We will suggest updates to your plan, as needed, to reflect changes in the law, your circumstances, or your wishes. 
     

  • Continuing membership in DocuBank®, which includes a customized card with your emergency contact information and secure access to your vital medical information online or by phone, including medications, allergies, and advance medical directives. 
     

  • 24/7 online access to all of your critical planning documents via our secure client portal, Clio Connect—eliminating worries about safeguarding and keeping track of all that paper.
     

  • Amendments to your estate plan related to designation changes, such as trustees, personal representatives, agents or guardians, as needed. 
     

  • Annual reaffirmations of Powers of Attorney and Advance Health Care Directives, as needed.
     

  • Review of IRA, 401(k) and other retirement plans when you change custodians, change employers, or want to change one or more designated beneficiaries of your retirement assets.
     

  • Consultation with an Elder Care Coordinator if your life situation changes and you need guidance.
     

  • A final meeting with your heirs to discuss next steps should you pass away.
     

  • Notary services.
     

  • Waiver of travel fees* for signing of estate planning documents (w/in a 25-mile radius of office)

*Restrictions apply

___________________________
 

Keep your plan updated for the lowest possible cost.
Legacy Protection makes it easy. 

 

For more information, call Kimbrough Law at 706.850.6910 

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