The attorneys of Centara Legal Group, APC saw the need to create an affordable program that would ensure their clients’ estate plans would always be up to date and legally sufficient. As a result, they created TrustGuardSM, a proprietary service which allows Centara Legal Group clients and their loved ones to keep their estate planning documents current year after year at a low annual cost.
Once covered by the TrustGuardSM Agreement, clients receive the following legal services free of additional charge:
- Comprehensive review of estate planning documents every two years
- Amendments to living trusts, wills, financial powers of attorney, health care powers of attorney, and HIPAA authorization forms as needed
- Drafting of deeds, assignments and agreements necessary to keep trusts properly funded
- Up to ten (10) hours of legal assistance to trustees and executors in distributing TrustGuardSM clients’ estates
- Telephone advice and consultation pertaining to estate plans