Advantages of Working with Co-Executor PLC

Estate Planning, Probate and Living Trusts Information Center for Sarasota Florida, Co-Executor PLC

Advantages of Working with Co-Executor PLC

Top Seven Reasons for why “84% of our business comes from referrals”:

1. For more than 15 years, we have helped hundreds of families realize their estate planning goals and save over $1.5 billion on estate taxes and probate fees.
2. We are the only law firm in southwest Florida that belongs to the American Academy of Estate Planning Attorneys. Consumer Reports, Money Magazine and personal finance expert Suze Orman recommend using law firms with membership in this prestigious legal organization.
3. We prepare a free financial plan (valued up to $4,750) for our estate planning clients.
4. We charge a fixed fee and our initial consultation with you is free.
5. We make house calls in southwest Florida and return phone calls the same day.
6. We use proprietary legal software, ensuring that our documents are very thorough and constantly updated for changes in the law.
7. We give you a money back guarantee if you are not satisfied with our service.

Here is just a sample of the benefits of working with our office:

• FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments, open a new account or conduct a transaction for your Trust.
  
   
• FREE unlimited telephone support. Answers to our estate planning clients’ questions are never more than a free telephone call away. Whether you need specific help with your own Trust or just want information on other estate planning strategies, give our helpful staff a call.
  
   
• FREE subscription to our quarterly newsletter, Your Estate Matters, where you’ll learn about estate planning topics and other informative subjects relevant to you and your family’s needs.
  
   
• FREE Client Seminars. We regularly offer seminars and presentations exclusively for our clients on various estate planning topics.
  
   
• FREE announcements of dates, times and topics for future educational seminars available to the general public.
  
   
• FREE eAlerts with news and announcements delivered monthly for our friends and clients with email addresses.
  
   
• FREE one-hour consultation during those difficult days after the death of a loved one. During this meeting, we’ll be available to help guide you through the essential steps you’ll need to undertake in the administration of the Trust. If you need additional support, our services will be available to you or the surviving Trustee at an hourly rate.
  
   
• FREE regular Estate Plan checkups, with more frequent reviews available if you so desire.
  
   
• FREE parking in our office building whenever you visit.

Finally, as a member of the American Academy of Estate Planning Attorneys, our firm has a wide range of benefits to offer you. For example, we can provide you with access to a nationwide network of qualified attorneys who can assist you with out-of-state transfers of title, provide help should you move to another state, or simply offer a referral to an out-of-state friend or family member who needs estate planning help.

In addition, the Academy provides its members with substantial legal, technical and practice management support to ensure we provide high quality estate planning service to our clients.