Khulas Law
Special Client Program
LPP is perfect for me! Before, when I needed to make changes to my trust, I delayed due to cost, and I just didn’t get around to it.
Now, with LPP, I have made the changes and in fact I have saved money!
With LPP you can rest assured your estate plan will stay current and will work the way you need it — when you need it most!
LEGACY PROTECTION PROGRAM
What Does It Cost to Join?
Estate Planning Program Level: $59 per month
Medicaid Protection Program Level: $99 per month
Take advantage of special annual pricing!
Estate Planning Program Level: $590 per year
Medicaid Protection Program Level: $990 per year
(That’s two months FREE!)
Savings and value up to $2,000 per year!
Program Summary
Many of our clients breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free 3-year review meetings to our clients to keep their estate plans current.
These periodic reviews are sufficient for some clients, but many experience more frequent life and family changes (births, adoptions, marriages, divorces, deaths, disability, etc.) that create a need to update their estate plan. When clients do come in for an estate plan review meeting, they often have minor updates or new concerns to look after. Those changes and costs can add up over the years. To make this review process even easier and more cost-effective for our clients, we created an annual maintenance program called the Legacy Protection Program (LPP). This optional program gives clients the opportunity to make their estate plan easier to maintain for a reasonable annual flat fee. It also provides them the reassurance that their estate plan will be current and work the way they want it to when it is needed most.
How many times have you thought about corning in to address a family change or a new concern but you were afraid of what it might cost? With LPP the majority of the changes you may need to make are covered with an affordable annual flat fee!
LPP is also designed to keep you informed about various estate planning matters and changes through an annual meeting with an attorney, newsletters, and fun and educational workshops exclusive to members. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
Estate Planning Program Level: $590 per year
Medicaid Protection Program Level: $990 per year
Benefits of Joining Our Legacy Protection Program:
2 Levels of Membership to Choose From!
A comprehensive, all-inclusive program that gives you access to your attorneys when you need them, and allows
your plan to grow as you grow, protecting not just your assets, but that rich and wonderful legacy you’re creating.
Option 1: Estate Planning Program Level
1. Ongoing Maintenance Plan
With regular reviews and FREE revisions to planning documents, it’s never been easier to update your plan!
- Free Trust Amendment once per year to change:
- Trustees
- Ages of distributions to beneficiaries
- Agents on Durable Power of Attorney
- Personal Representative or Guardians in Will
- 15% off on fees on Amendments outside of those listed above
- Free review meeting every year, upon request
- Free annual review of funding plan
- Free no Probate Guarantee
- Free funding assistance with beneficiary designation forms and transfer of assets to your Living Trust
- Free updates to your powers of attorney every 3 years
- Free annual financial planning check-up
- Docubank subscription
- Free family consultations
2. Friends and Family Benefits
Extend your benefits to your family!
- Free Durable Power of Attorney for Property, Healthcare Directives, and HIPAA for immediate family members between the ages of 18 and 30
3. Quarterly Events and Workshops
Throughout the year, we’ll host new, educational workshops and events on topics that are important to you
- Medicaid
- Trust Administration
- Retirement Planning
- Dementia
- Health and Nutrition
- Preserving Family History
Option 2: Medicaid Protection Program Level
All benefits listed above, plus:
- 25% off annual recertification for Medicaid eligibility after qualification
- Free annual presentation for yourself and family members on nursing home costs protection strategies
- Free Medicaid protection evaluation for family members
As Our Client, You Are Automatically Entitled to:
- Free phone calls
- Free Trust review every 3 years
- Free meeting with successor trustees and family after incapacity or death
- Free client newsletters
- Free eNewsletters
Members of the Legacy Protection Program Get Much More!
To Become a Legacy Protection Program Member Call (212) 973-0100 or email info@khalsalaw.com