2023 EP Update Express Enrollment Form
What is included:
- Current updates to ONE foundation trust and other legal documents we have created for you to include the 2022-2023 statutory and tax law changes; name changes for beneficiaries and changes to the office of trustee, health care representative or personal representative.
- Current updates to your ancillary documents including your health care documents for you, and your durable financial powers and last wills.
- Telephone consultations with members of our staff on matters relating to your estate and DocuBank health history.
- Assistance with funding accounts, assets or properties acquired after your initial funding into your trust. However, the draft of any special document, such as a Special Warranty Deed, will be billed at our normal rate.
- Annual review of assets to make certain both the Plan A assets and the Plan B assets are under control during your lifetime as well as after your death.
- Our team will interact upon request with your other professionals such as your CPA or financial advisor; or with family members as you direct.
What is not included:
- Estate Plans for individuals who are not current clients, or not offered this benefit.
- Two trust families will pay an additional per person fee.
- 4 Meetings are included; additional meetings will be billed at our normal rate of $450 per hour.
- Upgrades or additions to your plan that involve new circumstances such as death of spouse, marriage or divorce, different trusts, and separate business entities.
- Costs incurred such as FEDEX, express mail or priority mail charges, filing and recording fees, and on certain occasions, photocopies and postage.
- Other attorney time which includes matters unrelated to your estate plan.
I have read the forgoing and wish to enroll in the 2023 EP Update Express Program TM
Enrollment fees are as follows:
$700 per person if paid by Monday, October 31, 2022*
$800 per person if paid between November 1 and December 1, 2022.*
After December 1, 2022 the program will no longer be available until 2024.
*Two trust families will pay an additional per person fee.
All Appointments must be held during the 2023 calendar year.
I understand that, as a result of the reduced amount of the fee, as well as the level of work to be provided by Ilene L. McCauley, Ltd. the fee will be earned upon receipt.
Mon – Fri: 9am – 4pm
9777 N. 91st St
Scottsdale, AZ 85258
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260