2025 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 new 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, your durable financial powers and last wills.
• Telephone calls and emails with members of our staff relating to your 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.
• Four (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, photocopies and postage.
• Other attorney time which includes matters which are unrelated to your estate plan.

I have read the forgoing and wish to enroll in the 2025 EP Update Express Program ^TM

Enrollment fees are as follows:

$750 per person if paid by Friday, October 25, 2024*

$850 per person if paid between October 26 and November 29, 2024.*

After November 29, 2024 the program will no longer be available for the year 2025.

All Appointments must be held during the 2025 calendar year.

I understand that, because 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.