,Your Family’s Lawyer For Life
Our Family Wealth VIP Membership programs are part of what set us apart
and allow us to care for you and your family throughout all life’s stages.
At most estate planning law firms, the relationship ends when you sign your documents. At The Mundheim Firm we see the signing of your estate planning documents as just the beginning of our relationship with your family. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
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Make Sure Your Plan Changes With Your Life, Your Assets and the Law
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless; worth no more than the paper they were printed on. The costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property departments and we never want to see a penny of your assets there. We also don’t want your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
Benefits Offered With Memberships
Some of the benefits provided under our membership plans include:
- Annual Plan Review with Unlimited Plan Amendments.
- Annual Legacy Interviews to had down your values, who you are, and what’s most important to you.
- Substantial discount on our fees for advising your loved ones after you’re gone.
- Annual Review of Your Assets and Update of Your Asset Spreadsheet.
- And much more, including valuable membership enrollment bonuses.
For more information about our unique membership programs, please schedule a Family Wealth Planning Session and let’s review what you own, who you love, and what would happen under your current plan, or the State’s plan for you.