Annual Maintenance

Invest in Your Future

Your legacy vault is a living document that evolves with your life. Our Annual Maintenance Service ensures it stays current, complete, and ready for your family’s needs.

Life Changes, Your Legacy Should Too

We provide an Annual Maintenance Service to meet with you and make sure that any life changes are included in your system. Whether it’s new family members, updated financial information, or changed wishes, we’ll help keep your legacy vault current and comprehensive.

Why Annual Maintenance Matters

Life doesn’t stand still, and neither should your legacy planning. Regular updates ensure your family has the most accurate and useful information when they need it most.

Stay Current

Regular reviews ensure all information remains accurate and reflects your current situation, wishes, and circumstances.

Family Changes

Marriages, births, divorces, and other family events are properly documented and integrated into your legacy system.

Financial Updates

New accounts, investments, properties, and financial changes are added to keep your financial picture complete.

Document Refresh

Updated wills, trusts, insurance policies, and other important documents are seamlessly integrated into your vault.

Schedule Your Review

We'll reach out annually to schedule your maintenance session, either in-person or via Zoom, at your convenience.

Comprehensive Assessment

Together, we'll review your current vault contents and discuss any life changes, new documents, or updated wishes.

Update & Integrate

We'll help you add new information, update existing entries, and organize everything in your customized system.

Verify & Confirm

Final review to ensure everything is current, accessible, and ready for your family when needed.

Marriage or partnership changes

New children or grandchildren

Real estate purchases or sales

Career changes or retirement

Health updates or medical changes

Legal document updates

New financial accounts or investments

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Invest in Peace of Mind

Your legacy vault is more than just a collection of documents—it’s a living testament to your life and wishes. Keep it current with our Annual Maintenance Service and ensure your family always has the guidance they need.

Click to Enroll in Annual Maintenance