Our Legacy Care Program ensures your assets are properly aligned and tracked with your estate plan so that your loved ones will be taken care of now and in the future.

Legacy assets are those assets in retirees’ portfolios that do not support their lifestyle but are available in case a serious emergency arises in the future. Hopefully, if they are never needed for a rainy day, these assets will pass to the clients’ children, church, or charity after they die.

The team at the Miller law Group have developed a systematic checklist-driven process that accounts for each of the following changes:

  • Laws change
  • Family changes (births, deaths, estrangements & reconciliations)
  • Assets and Asset values
  • Your executors and trustees
  • Your health care agents
  • Your Goals
  • New developments

Legacy Care Program

The Legacy Care Program includes a checklist-driven annual review process. This process checks for:

  • Law changes that impact your plan
  • Family or relationship changes that would cause you to desire to change your plan
  • Asset changes that may require changes to ownership or beneficiary designations
  • Changes in asset values that would impact the tax planning implications of your planning
  • Changes to your health status that impact your health care decisions as well as your financial needs
  • Changes in the health or legal capacity of your successor trustees and health care agents that may result in a need to revisit your choice of successors
  • Identifying new ideas, we develop or learn about at professional conferences we attend that could be useful to you

The Legacy Care Program Additional Benefits:

  • 24/7 Emergency Cell Phone Access. We provide you with the cell phone number of your attorney and your Case Manager.  We are available 24/7 if you need us in the event of an emergency.  We will accept collect calls from you if you are calling from a location that does not allow you to use your own telephone.
  • Clerical Amendments for No Additional Fee. Our Legacy Care Program allows you to make simple, clerical changes (changes that do not require attorney review) to your trust without incurring an additional fee.  This would include changes in your trustees, beneficiary names and percentages and agents on your powers of attorney.
  • 15% Fee Reduction for More Complex Revisions. If you choose to make changes to your estate plan that are beyond the scope of simple clerical changes, the standard fees we would ordinarily charge will be reduced by 15%.
  • Free Notary Service.
  • 24/7 Electronic Vault. Your entire estate plan will be scanned into our electronic vault where all of your documents will be available 24/7 worldwide to anyone with whom you choose to share the password. We will also scan your other valuable documents or papers for you or you may scan them to the site yourself. We will provide you with a checklist of suggested documents you should consider protecting. [We currently have a 30-gigabyte limit per client, which is more than enough for most of our clients’ needs]
  • Will File. We will maintain your original will (and other irreplaceable documents such as unrecorded deeds) in our fireproof vault. This may eliminate the need for a bank lock box.
  • Health Care Directive Documents and simple Powers of Attorney for Immediate Family Members. This feature is especially useful when your children go off to college.
  • Family Meeting upon Death or Disability. Should you become disabled and upon your death, we will meet with your family and your trustees to outline an action plan to make certain the proper steps are taken to ensure your plan is implemented as you intended. We do not charge a fee for this meeting for our clients who are current members of our Legacy Care Program.
  • Estate Settlement Fee Guarantee. For clients who are members of our Legacy Care Program at the time of their death, we will handle the settlement of the estate for a fee that will not exceed 1% of the value of the clients’ assets.  We are able to provide this guarantee because we are able to ensure that your living trust will be properly funded so that a court supervised probate process will not be required.  This guarantee is limited to uncontested trust settlements.

Are You Interested in Enrolling?

If you are interested in enrolling in our Legacy Care Program, e-mail us at info@stanmillerlaw.com or call us at 501.221.7776.

Stan Miller Law Group The Book

Your legacy is more than your money and property. In this book you’ll discover powerful strategies to leave future generations the legacy to build a successful life, including: Family stories and traditions, heirlooms, life lessons, your own experiences

Purchase the Book
Purchase the Audio Book

We Are Trusted By: