We have a lot of experience meeting with clients who have let their estate plans fall by the wayside over the years. We often see documents that are significantly outdated, and do not take into account the ever-changing landscape of tax laws and estate planning considerations. We developed the Elite Planning Program (“EPP”) for clients who want to take a consistent approach to the review and updating of their estate plans, as well as have prompt access to our attorneys when unexpected issues arise. For a nominal annual fee, billed at the beginning of each year, the EPP includes:

• Annual document summaries emailed to the client for their review to ensure that their documents reflect their current wishes

• Annual tax law update so that clients can determine if they need to update their documents to comply with the most current tax legislation

• Priority access to the attorneys at Silversmith Legal so that emergency situations can be handled promptly without needing to wait for their turn in line. Specifically, time will be reserved on a weekly basis for clients who participate in the EPP, and not filled in with standard client meetings

• Specialized email address that clients who participate in the EPP can use to contact our office, and such email address will be monitored on a more frequent basis throughout the day than our standard email addresses

In addition to the items above, we offer an additional tier to the EPP for clients who may benefit from the following services:

• Trustee services

• Registered Agent services for LLCs, inclusive of annual Periodic Report filings