The Legacy Program

Life changes, and so should your estate plan. That’s why we created the Legacy Program, a formal maintenance and updating system available exclusively to clients of Strategic Wealth Legal Advisors.

This annual membership ensures that your plan stays aligned with your life, your finances, and the law, so when the time comes, it works exactly as intended.

Why Ongoing Updates Matter

Even the best-designed estate plan can become outdated without regular maintenance. Over time, you may experience:

• Personal changes (e.g., births, deaths, marriage, divorce)
• Financial changes (e.g., new assets, property sales, business growth)
• Legal changes (e.g., tax law updates, estate law reforms)

The Legacy Program helps you keep your plan up to date through proactive, professional support without surprise fees or the burden of starting from scratch.

What’s Included

As a Legacy Program member, you receive:

• Unlimited Plan Updates: Make changes to your documents throughout the year without additional fees.
• Annual Client Update Meeting: Join our team for a yearly group meeting where we review major tax and legal changes and ensure your documents are up to date with the current law.
• Educational Workshop Series: Attend exclusive sessions designed to help you and your chosen trustees, agents, or family members better understand how your plan works and how to carry out your wishes.
• Reduced Administration Costs: Because your plan stays organized and current, there’s less work and lower fees when it comes time to settle your estate.

Long-Term Peace of Mind

An estate plan is only as strong as its last update. The Legacy Program gives you ongoing support, education, and assurance that your plan will stand the test of time and that your family will be equipped to carry it out.

Want to Learn More or Join the Program?

Contact us today to see if the Legacy Program is right for you or to enroll as an existing client.