Free Amendments Maintenance Education

Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings like F.A.M.E. to our clients to keep their estate plans current.

These periodic reviews are sufficient for some clients, but many experience more frequent life and family changes (births, adoptions, marriages, divorces, deaths, disability, etc.) that create a need to update their estate plan. When clients do come in for an estate plan review meeting, they often have minor updates or new concerns to look after. Those changes and costs can add up over the years. To make this review process even easier and more cost-effective for our clients, we created F.A.M.E. Free Amendments Maintenance Education. This optional program gives clients the opportunity to make their estate plan easier to maintain for a reasonable annual flat fee. It also provides them the reassurance that their estate plan will be current and work the way they want it to when it is needed most.

How many times have you thought about coming in to address a family change or a new concern but you were afraid of what it might cost? With F.A.M.E., the majority of the changes you may need to make are covered with an affordable annual flat fee!

F.A.M.E. is also designed to keep you informed about various estate planning matters and changes through an annual meeting, quarterly newsletters and regular Webinars. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
"We truly appreciate the opportunity you afford your members to learn something new in addition to having a really good time. Until next time."
– Thomas and Debra
For more information about the services and benefits offered in F.A.M.E.
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DocuBank® is a company headquartered in Pennsylvania. This company keeps health care documents (see Health Care Powers of Attorneys and Living Wills on the previous page) on file for people who want to have those documents available at a moment’s notice. Here is how DocuBank works.
Click the video above for the DocuBank Member Introduction.
Assume you are our client and we have registered your health care documents with DocuBank®. Also assume that you are visiting a relative in a distant city — Tampa, Florida for example — and you have a severe health-care problem and cannot make your health care decisions yourself (e.g., you are unconscious, in a coma, or otherwise incompetent). DocuBank® will provide you with an emergency card that reveals your name and an emergency contact’s name and phone number. The card has a toll-free number that doctors, hospitals and health-care providers can call to obtain your health-care documents.

Once the number is dialed, your health care documents will be faxed to the caller within a very short time — 24 hours a day and 7 days a week, worldwide. DocuBank® also faxes the names and phone numbers of your loved ones and physician so they can be reached quickly in an emergency.

Many of our clients find that the almost-instant availability of their documents, via DocuBank®, brings a lot of peace-of-mind and they don’t leave home without their DocuBank® emergency card.
Need to update your DocuBank® membership online?
You must enter your Member Number and Access Code to visit the Member Services area of the site
Update Docubank® membership
If you have questions about this storing your documents with DocuBank, please feel free to call Anderson, Dorn & Rader, Ltd to arrange for a free consultation about how this, and other estate-planning topics affect you, your family, and your loved ones. Call 775-823-9455 or email us at info@wealth-counselors.com.

If you have questions for DocuBank®, you can reach them at info@docubank.com or call 1-800-362-8226.

*** DocuBank® is a company — independent of Anderson, Dorn & Rader, Ltd — and the law firm is not responsible in any way for the performance or non-performance of duties promised by DocuBank®.
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