Estate Planning Wealth Maintenance Program


You have invested time and money to have an estate plan prepared. But if your estate plan becomes outdated, it is possible that your plan will not accomplish everything you desire. In addition, assets often-times do not get funded into the trust, causing an unnecessary probate proceeding in Riverside Probate Court or San Bernardino County Probate Court. For this reason, Riverside estate planning and tax attorney Dennis Sandoval offers his clients an Annual Estate Planning Wealth Maintenance Program.

Benefits of Becoming a Member

  • FREE annual report and review meeting ($500 savings)
  • FREE amendments of your estate plan for changes in designated trustees and agents (a $500 to $1,000 value)
  • FREE revisions to Schedules “A,” “B,” and/or “C” of your revocable trust ($350 savings)
  • FREE annual reaffirmations of powers of attorney and advance health care directives (a $200 value)
  • FREE renewal of DocuBank® service for both spouses (if married) or for unmarried client (a savings of $30 – $60 annually)
  • FREE review of beneficiary designations on retirement assets and life insurance to assure conformity with the estate plan (a $250 – $500 value)
  • No Probate Guaranty (resulting in savings of thousands, perhaps even tens of thousands of dollars)
  • Two hours of estate planning related phone calls with the law firm’s attorneys or paralegals ($200 – $700 value)
  • FREE participation in member only seminars, webinars, telephonic seminars and other events conducted by law firm staff or guest experts
  • 25% discount for other changes to the client’s estate planning documents (savings of $250 – $1,000) 
  • 25% discount in additional estate planning services such as the preparation of advanced estate planning documents (potential savings of thousands)
  • 25% discount for any trust administration work needed at the death of the first spouse to die and at the death of surviving spouse (if married couple) (potential value of thousands of dollars)
  • 25% discount for any trust administration work needed at death of unmarried individual (more savings in the thousands of dollars)
  • 25% discount for restatement of the Survivor’s Trust after the death of the first spouse to die (if married couple) ($1,000 – $2,000 savings)
  • 25% discount for the preparation of a comprehensive estate plan for other family members (savings in the hundreds or thousands of dollars)
  • 50% discount on the cost of production of your first Priceless Conversation audio CD and 25% discount on the cost of production of additional Priceless Conversation audio CDs (a value of $100 or more)
  • 50% discount on preparation of deeds for all new transfers deeds for California real property ($125 per deed savings)
  • Assistance with finding attorneys to handle the preparation of transfer deeds for real property located outside of California

Reasons Your Estate Plan May Need Updating

  • There is a change in the tax law
  • You have a change in your marital status
  • You have a change in your health
  • You have an increase or decrease in your net worth
  • You want to buy or sell a business
  • The birth of a child, grandchild or other person you want to benefit
  • The marriage or divorce of a designated beneficiary
  • The disability of an intended beneficiary
  • The death of a designated beneficiary under your estate plan
  • One or more of your beneficiaries suffer a financial set-back or have a significant increase in his or her net worth
  • You want to make a change in the persons in charge of your estate, such as your trustees, agents or executors

Pricing (2013)

  • Unmarried person: $240 per year
  • Married person: $360 per year

For more information about our annual wealth maintenance program, contact us online or call our office at 951-787-7711 to schedule a free one hour consultation.



 

Dennis M. Sandoval, A Professional Law Corporation, of Riverside, California, provides representation throughout Riverside, Corona, Norco, Moreno Valley, Eastvale, Jurupa Valley, Mira Loma, Redlands, Ontario, Rancho Cucamonga, Upland, Chino, Chino Hills, San Bernardino, Fontana, Rialto, Colton, Perris, Hemet, Sun City, Temecula, Murrieta, Menifee, Winchester, San Jacinto, Lake Elsinore, Idyllwild, Lake Arrowhead, Crestline, Running Springs, Wrightwood, Yucaipa, Palm Springs and Palm Desert.

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