Announcing New Estate Planning Annual Plans - the Legacy Support System Launch!

By Senior Associate Jeneva A. Vazquez

After 10 years at Jesson & Rains serving estate and business clients—and with more than a combined 45 years of experience among our estate planning team—we have seen and heard a lot. A few questions come up almost daily from our clients:
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1. How will my family know what to do when I’m gone?
2. What happens in an emergency?
3. What happens if I need changes?
4. What do I do if I acquire new assets?
5. How does my family know to contact you?
6. Will you help my family with all of this after I’m gone?
7. Do you keep my documents?
   
   

If you’ve ever asked one of these questions, had any of these concerns, or reached out to ensure your assets and beneficiary designations are properly handled, we have exciting news for you!

After years of answering these questions and seeing firsthand the challenges families face, we’ve worked hard to create a comprehensive solution. We are thrilled to introduce our Legacy Support Program designed to provide ongoing support, easy access, and peace of mind for you and your loved ones.

What is the Legacy Support Program?

The Legacy Support Program is an annual, flat-fee service, offering different levels of support based on your needs. Our tiered service options help keep your assets properly aligned with your plan, ensure they are easy to locate and administer, and provide your loved ones with seamless access to essential information through every stage of life and beyond.

Key Benefits of the Legacy Support Program:

Easy Access, Anytime, Anywhere
• Through our new client app, your most important documents are always at your fingertips. You, your spouse, and trusted loved ones can access them instantly when needed. You’ll also gain access to our trusted referral network and important legal updates.

Peace of Mind, Year After Year
• Laws change, families evolve, and assets shift. With our ongoing support, we ensure your plan works efficiently when your family needs it most.  Estate planning isn’t a one-time event. Keeping your plan and assets up to date is essential to ensuring everything functions smoothly when it matters most.

Comprehensive Support for Business & Personal Legacy
• As you build your business and acquire assets, our program offers proactive, strategic legal guidance with hands-on support, ensuring your business and personal legacy are protected every step of the way.

Choose the Right Plan for Your Needs

We offer three levels of planning, so you can select the right level of support for you and your family:

• Foundation Plan – A strong foundation for maintaining estate planning essentials, including access to our client app, ongoing asset support, and keeping your asset information current.
• Architect Plan – A blueprint for your evolving legacy, providing enhanced support and strategic adjustments, including updates to your plan and additional communication.
• Fortress Plan – Proactive strategic guidance with hands-on support. We help you build, refine, and safeguard a lasting legacy with comprehensive asset transfers and plan updates.  Great for real estate investors and business owners.

Estate planning doesn’t stop once documents are signed—it’s an ongoing process, and we’re here to be your planning partner for life and beyond. With the Legacy Support Program, you can rest easy knowing your family has secure access to your plan, your assets are properly maintained, and your loved ones will have the guidance they need when it matters most.

Ready to secure your legacy with confidence? Contact us today to learn more about the Legacy Support Program and find the right plan for you. For existing and past clients, we are offering a special promotion to waive our one time “catch-up fee” if you sign up in the 30 days.