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Your Family’s Lawyer for Life

We see the signing of your estate planning documents as just the beginning of our relationship with your family

 

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 20West Legal we see the signing of your estate planning documents as just the beginning of our relationship with your family. 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.

 Make Sure Your Plan Changes With Your Life, Your Assets and the Law

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.  And 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 the Massachusetts Unclaimed Property depots and we never want to see a penny of your assets there.  We also don’t want for 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. This allows your loved ones to locate what you own and how you own it, when it becomes necessary.

 3 Year Plan Review Is Included

With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.

Membership Plan Optional

Benefits Provided Under Our Membership Plans include:

*  Annual Plan Review with Unlimited Plan Amendments

*  Annual Priceless Conversations to transition your most important and most frequently lost family wealth- 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 Estate 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.