The Next Step Is To Decide
How You Will Keep Your Legal Documents Up To Date
?

KEEP YOUR ESTATE PLAN UP TO DATE

Legal documents MUST be kept up to date in order for them to function appropriately. Every year, the Federal Government, as well as every state makes changes in tax laws, inheritance laws, laws and regulations concerning our health care, as well as probate laws.


 Your family's legal documents must adapt to changes and evolve as your family does in order to offer the protection you intended with your trust when you first prepared it, whether that was a few months or a few years ago. Our Trust Amendment Packages provide an affordable solution for the inevitable changes that happen throughout our lives. 


We have three levels to choose from. Our level three unlimited package accounts for the big changes and allows for a complete restatement to be prepared when necessary. Our level one and two packages are better for small adjustments to your estate planning documents. 


No matter the package you choose, we will update amendment package clients' Durable and Health Care Power of Attorney documents on an annual basis to ensure your health care and financial documents are always up-to-date.


Please feel free to reach out to us or your financial planner with any other questions you might have regarding these amendment packages. Below are further explanations of each package and what it provides, as well as, a link to a payment choice.


These packages are only available to clients with current trusts that have been drafted by Wiser Estate Plan, if you would like to create a trust with us please contact us.

TRUST AMENDMENT PACKAGES

See below for a comparison and then for more information on each package, just scroll down.

LEVEL 1:
Annual Amendment Package
Allows For Changes Made ONCE Per Year
LEVEL 2:
Semi-Annual Amendment Package
Allows For Changes Made TWICE Per Year
LEVEL 3:
Unlimited Amendment Package
Allows For UNLIMITED Changes Per Year
 UPDATED DURABLE POWER OF ATTORNEY
UPDATED HEALTH CARE POWER OF ATTORNEY
UPDATED FINAL DISPOSITION
SIMPLE TRUST AMENDMENT
UPLOAD TO ONLINE VAULT
UPDATE TO POUR OVER WILL
FULL TRUST RESTATEMENT
IRA TRUST RESTATEMENT
LLC ASSIGNMENT*
* one per year, additional at hourly rate
ASSET PROTECTION TRUST AMENDMENT*
* one per year, additional at hourly rate
 DEED FILINGS**
** Preparation of Deed Only, State Fees Apply

 PRICESMonthly Payment of $19.99or Annual Payment of $149.00(Saves 38%)
Monthly Payment of $59.99 or Annual Payment of $475.00 (Saves 33%)

Learn More About Our Amendment Package Choices Below

Level One:
​Annual Update Package

Our level one package provides for changes to your estate planning documents per year. This package allows for small changes to your trust (including change of beneficiaries). This package is perfect for those who only anticipate an occasional need to update small parts of their estate plan. 


This package does NOT cover a total amendment of your family trust in order to update your trust to accommodate for recent tax law changes. Please do not choose this package if you intend to update your trust to accommodate for the SECURE Act and other future governmental changes of relevant tax and estate laws.

Monthly Payment Package $9.99/month
Annual Payment $99.00/annually

Level Two:
Semi-​Annual Update Package

Our level two package provides for changes to your estate planning documentsper year. This package allows for small changes to your trust (including change of beneficiaries). This package is perfect for those who only anticipate an occasional need to update small parts of their estate plan.


This package does NOT cover a total amendment of your family trust in order to update your trust to accommodate for recent tax law changes. Please do not choose this package if you intend to update your trust to accommodate for the SECURE Act and other future governmental changes of relevant tax and estate laws.

Monthly Payment Package $19.99/month
Annual Payment $149.00/annually

Level Three:
​Annual Update Package

Our level three package provides for changes to your estate planning documents on an unlimited basis for the year. This packages updates your estate planning documents to provide for new tax law changes, changing trustees, changing beneficiaries, or amending the beneficiary's shares. Most importantly this package allows for a full redraft of a new trust due to the recent SECURE ACT changes.


This package does account for drafting a total restatement of your family trust documents to account for recent tax law changes as well as the SECURE Act and other future governmental changes of relevant tax and estate laws. This package keeps your family estate plan up to date as the world around us changes.

Monthly Payment Package $59.99/month
Annual Payment $475.00/annually

*** These packages are ONLY available if Wiser Estate Plan drafted or is drafting your CURRENT trust. If you have not had or are having a trust drafted with us please contact us for more information.

You can have us amend your trust when laws, tax rules or family changes, or you can decide to be responsible for making these changes on your own. Click on the button below to just start drafting your new trust documents.

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