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Legacy Program

This exclusive annual program provides comprehensive support to ensure your estate plan remains effective and your trust is properly managed.

Breakdown & Benefits of Membership

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Annual Meetings

  • Ensuring your plan remains current by reflecting changes in family values, assets, goals, or laws.
  • The Legacy Program alleviates stress for loved ones.
  • Guaranteeing your family’s preparedness for a seamless transition during incapacity or death.
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Webinars & Seminars

  • Comprehensive education from professionals, simplifying complex concepts.
  • Updates on changing laws and exclusive networking events.
  • Education opportunities for family members or individuals included in Estate Plan.
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Additional Benefits

  • Assistance with trust funding and asset ownership/protection.
  • Power of Attorney (POA) services for college-aged children (18-22).
  • Exclusive 20% discount on additional legal services.

Annual Membership Only $795/year

Year One

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments

Year Two

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments
  • Complimentary Family Meeting

Year Three

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments
  • “Probate Price Guarantee”
  • Complete Restatement of Trust

Year Four

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments
  • Family Protection Plan or Liquidity Analysis

Year Five

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments
  • Complimentary Family Meeting

Year Six

  • Complete Funding into Trust
  • Bank Transfer Assistance
  • Basic Trust Amendments
  • Powers of Attorney for Children (18-22)
  • Quick Title Search
  • Social & Networking Event
  • Access to Four Exclusive Seminars
  • 20% Discount on Complex Amendments
  • “Trust Fee Guarantee”
  • Complete Restatement of Trust

Why choose Cherewka?

 

 In our capacity as estate attorneys, we listen carefully to your concerns and aspirations. This allows us to aid in formulating plans that align with your objectives for both you and your family. The inception of the estate planning process should be rooted in a clear vision, crafting a strategy that suits your individual circumstances and functions precisely as envisioned.

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