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:

• Single Persons:
  Probate Minimization Plan = $500
  Probate Avoidance Plan = $2,000

• 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.