Trust Shield
Annual Client Membership
Membership Benefits
Becoming a Annual Client Member ensures that your estate plan stays up to date as your life and your wishes evolve. You will no longer need to worry about filing fees or surprise legal costs when you require a simple change.
For only $500 / Year
Annual Amendments to Any Document
- To Add Or Delete Beneficiaries
- Percentage Of Beneficiaries
- Updating Existing Specific Gifts
- Fiduciaries: Trustee, PR, POA
Annual Estate Plan Review with Attorney
Unlimited Phone Calls & Emails Regarding Trust Funding
Invitation to Annual Client Appreciation Event
Quarterly Newsletter
Access to Exclusive Content on Our YouTube Channel
Why Regular Updates Matter
An estate plan isn’t a “one and done” document. You can’t stick it in the drawer and forget about it. It’s a living plan that should grow and adapt with you. Yet too often, important updates are overlooked, putting families at risk of unexpected complications.
That’s why we created Trust Shield — a $500 annual membership designed to keep your Estate Plan up-to-date, effortlessly. Without Trust Shield, the minimum fee for the firm for any changes is $750
Proper Trust Funding:
Many Trusts still end up in probate simply because assets weren’t correctly titled. It’s not enough to list new assets — they must legally be owned by the Trust.
Family Changes:
New grandchildren are born, children get married, life happens. Your plan should reflect these changes and your wishes at every stage.
Fiduciary Updates:
Life circumstances may mean changing your appointed Guardians, Executors, Trustees, or Powers of Attorney.
Why Clients Delay & How Trust Shield Solves It
When we asked our clients why they put off updating their Trusts, the most common reasons were:
- They forgot about it.
- They worried about the cost.
- They dreaded the time and hassle of meeting with an attorney.
Trust Shield eliminates those worries for just $500 per year
- Ongoing access to estate planning support.
- Stress-free updates when life changes.
- No surprises or hourly fees.
Keep your plan current. Keep your family protected.
Join Trust Shield today for $500/year and enjoy peace of mind all year long. (Exclusively for existing Dana Whiting Law clients)