Ongoing care
LegacyCircle
An estate plan should keep up with your life. LegacyCircle is our membership for keeping your plan current, your family supported, and your documents working — year after year, not just the day you sign.
Plans drift
Families grow, assets change, and the law moves. A plan that was right five years ago can quietly fall out of date.
We keep it current
An Annual Relationship Review, plus updates when life changes — a birth, a marriage, a move, a business sale, a shift in the tax law.
You’re not alone
The same firm that built your plan stays with you — and increasingly, with your children as they begin their own planning.
Membership levels
Three levels of ongoing care. Each higher level includes everything in the level before it. Choose the one that fits your family — we’ll help.
Maintenance
$1,000 per year
For clients who want their plan kept current with light‑touch upkeep and member pricing on future work.
- Annual Relationship Review — yearly meeting reviewing your agents, trustees, beneficiaries, plan structure, asset inventory, and trust funding
- Member discounts on future legal work (per the LegacyCircle fee schedule)
- Complimentary notary services for plan‑related documents
- Secure online document vault
Partnership
$2,500 per year
For clients who want an active partnership with the firm — attorney access during the year, room for changes as life moves, and protection for their adult children.
Everything in Maintenance, plus:
- Up to 3 document amendments per year within your existing plan structure
- 2 hours of attorney consultation per year — use however you like (calls, meetings, family discussions); no rollover
- Priority scheduling on urgent matters (business‑day response)
- Adult‑child document package — for each of your children ages 18–28, one set of California Durable Power of Attorney, Advance Health Care Directive, and HIPAA authorization at no additional charge (once per child; California documents only)
Stewardship
$5,000 per year
For clients who want full ongoing care — deeper attorney access, the LegacyView story refresh, family‑level security, and crisis‑moment support when it matters most.
Everything in Partnership, plus:
- Up to 6 document amendments per year
- 4 hours of attorney consultation per year
- Annual LegacyGuard refresh — yearly review of your family’s security hardening
- Annual LegacyView story refresh — one short follow‑up recording each year (capped at 15–20 minutes of finished footage) to capture new life chapters
- Trust administration triage at death — in the first week after a passing, our team handles the immediate “what do I do now” coordination, capped at 2 hours of attorney/team time before standard trust administration pricing applies
- Annual Kelly‑signed letter to your named successor trustee, letting them know they are still in the role and how to reach the firm when the time comes
- Annual coordination call with your CPA or financial advisor (one professional, 30 minutes)
Membership terms
- One‑time enrollment fee of $250 at any tier — waived if membership is added by the plan‑presentation meeting.
- Annual renewal; cancel at any time.
- Open to every California Trust & Legacy planning client — you choose the level that fits.
LegacyCircle is for our clients.
It starts with an estate plan built to last — and a 15‑minute call.
Schedule a Call