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Estate Protection Plan
Frequently Asked Questions
 What
is the Purpose of the EPP benefit?
Small to medium-sized businesses frequently offer benefit programs to
attract, retain and reward employees. The EPP program is just such a
plan, providing discounted Life & Estate Planning legal services to
protect you, your loved ones and your assets (including company benefits
such as qualified retirement plans and life insurance) from a wide
variety of tax and non-tax related threats. The program can also be
offered as a benefit for religious groups and an incentive for clients
of allied professionals.
Who
is Eligible to Participate in EPP?
All current and former (retired or disabled) employees
(regardless of their status as full- or part-time) current group members
and current clients of allied professionals ... and members of their
families. This includes your children, parents and siblings.
What
Are the Typical Fees for Life & Estate Planning Legal Services?
While our fees are subject to change based on unusual
circumstances, the typical fees would be as follows, less the EPP
discount:
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Single
Persons:
Probate Minimization Plan = $500
Probate Avoidance Plan = $2,000
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Married
Persons:
Probate Minimization Plan = $1,000
Probate Avoidance Plan = $4,000
How
Much is the EPP Discount?
The EPP discount for sponsored participants and their
family is 10
percent.
How
Do Your Fees Compare With the Fees Charged By Other Law Firms for the Same or Similar Services?
That is an appropriate
and fair question. We are neither the lowest nor the highest-priced
provider. Our range of fees is competitive for the market area and an
exceptional value for the services rendered. The EPP discount enhances
that value for you and your family.
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