Our Family Wealth VIP Membership programs are part of what set us apart and allow us to ensure your plan works to keep your family out of court and out of conflict, and to care for you and your family throughout all of life's stages.
At most estate planning law firms the relationship ends when you sign your documents. At Law Offices of Heather Pietroforte we see the signing of your estate planning documents as just the beginning of our relationship with your family. And that's how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
With each of our estate plans we include a no charge three year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
For more information about our unique membership programs, please schedule a Family Wealth Planning Session and let's review what you own, who you love, and what would happen under your current plan, or the State's plan for you.
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Law Offices of Heather Pietroforte has been the trusted partner of Tulare County residents. I look forward to meeting with you. Schedule today!
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Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.