Estate plans are not intended to be a one-and-done project. They are living documents that should reflect your current situation, needs, and goals. That can only be achieved via regular reviews, and Borchers Law makes it easy to accomplish that via several customized estate plan services:

• Update Checklists
• TrustSupport™
• ILIT Service

Estate Plan Update Checklists

Our firm checklist for each client evolves from year to year with new points concerning assets, family matters, future plans, and major life changes. We provide clients a similar checklist to prompt for subjects of mutual importance. Every three years, these lists are replaced with a fresh set, ready to evolve again.

TrustSupport™

TrustSupport™ offers regularly scheduled reviews and refinement of your estate plan, which keeps your trust up to date and gives you peace of mind that everything is covered. 

The benefit of periodic reviews cannot be overvalued. That’s why 95% of our trust clients select one or more of our TrustSupport™ plans. In addition to ongoing reviews, participants enjoy a 10% discount on our estate planning service — a benefit that extends beyond the client’s death through settlement of his/her estate. Folks who have not been regular clients are welcome to join as well, beginning with a thorough review of their current plan.

ILIT Service

Many clients benefit from the use of an Irrevocable Life Insurance Trust, or ILIT. In order for their life insurance proceeds to be exempt from estate taxation, annual contributions to the life insurance policies need to be treated as gifts. ILIT maintenance is required in order to assure proper tax treatment.

If You Have Questions, We Have Answers

We offer a comprehensive set of estate planning services. If you’d like more information about how we can help you, we invite you to schedule a complimentary 15-minute meeting with us.