Your family, your assets, and your peace of mind are important to you. Helping you protect them is important to me.
During the design and establishment of your Revocable Trust centered estate plan, you work directly with Millie Barfield, an experienced estate planning attorney. But this is only the beginning of the relationship between you and Barfield Law. Once your Trust is completed, it is important that your Trust stays current with changes in the Law, changes in assets, and changes in family circumstances.
When you create a Revocable Living Trust with Barfield Law, helping you keep your Trust up to date is part of the service you receive as a Barfield Law client. Many law firms offer maintenance programs to assist with keeping your Trust current. These maintenance plans usually come with a price tag, often hundreds of dollars. The value you receive at Barfield Law extends beyond creating and signing your Revocable Living Trust.
As a Barfield Law client you receive the following Client Care Commitment at no extra charge:
- Free assistance in funding your assets to your Trust and changing beneficiary designation as needed to meet your estate distribution plan
- Free attorney conferencing and collaborating with your financial advisor, accountant, insurance representative, and other advisors to ensure your estate plan meets your goals and expectations
- Free telephone calls to speak to the attorney to answer questions regarding your Trust
- Free periodic notices of law changes that may affect your plan
- Free trust review meeting every three years
- Free attorney consultation with the successor trustee when the client becomes ill, disabled or passes away
- Free notary service
With the Barfield Law Client Care Commitment, your relationship with Barfield Law does not end when your Revocable Living Trust is complete. Depend on continuing communication and assistance from Millie Barfield, an experienced estate planning attorney who cares about you.
