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Serving High-Net-Worth Families Nationwide Since 1983

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At Creative Planning Legal, we want to ensure that your estate plan continues to grow with you. We offer the following ongoing services at no additional charge.

Questions regarding estate plan: If you ever have a question regarding a document we prepared for you, do not hesitate to call or email our office. We do not charge a fee for phone or email questions regarding estate plans.

Trust funding issues: If you ever have a question regarding how to title an asset in your trust, do not hesitate to call or email our office. A general overview regarding trust funding is available on this web site under “Ongoing Services – Asset Transfers”.

Communications with third parties: If you would like us to communicate with a family member, designee (such as an Executor), or another advisor (e.g., CPA, financial planner, etc.), we will be happy to do so at no charge. We do require authorization before communicating with anyone other than you regarding your estate plan.

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