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Hildebrand PLUS

Complimentary Annual Review & Update to Your Estate Plan

  • This includes:

  • Word processing amendments as requested

  • Review of Estate Plan to ensure it still meets your goal

  • Law Firm recommended legal changes (based on changes to the law)

Access to "Members Only" Events & Activities

  • Quarterly, specialty workshops

  • Annual social event

  • Quarterly newsletters providing tips and updates

Complimentary Guidance & Support

  • Phone calls with you and your financial professional(s)

  • Guidance to your family members and financial professional(s) upon your death

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