Legacy Care Program

The Law Office of Libby Banks > Legacy Care Program

Legacy Care Program

Love Strong, Plan Wisely, Secure Forever

Estate planning is a lifelong pursuit. Continuously protect your legacy as laws and family dynamics evolve over time with the Legacy Care Program, exclusively offered to clients of The Law Office of Libby Banks.

As your dedicated estate planning team, we know your family’s unique values, goals, and plans. The Legacy Care Program (LCP) is an annual membership that gives you priority access to our team, so your estate plan stays optimized. This program ensures your loved ones benefit from the best legal strategies to preserve family wealth—now and for generations to come.

Why Join the Legacy Care Program?

Reflect on your life just three years ago—think about how much has evolved. If you created a plan back then, would all your decisions still align with where you are today? Have there been marriages, children, death, divorce, health issues or changes in your assets? Have tax or estate laws changed? Life, finances, and laws shift over time, and it’s important to adapt your plan to ensure it continues to protect the people you care about most.

Membership in the LCP provides the reassurance that, no matter how life changes, the security your plan provides remains strong and effective. It represents our dedication to your future and the legacy you wish to preserve.

Legacy Care Program Features

Member

Value

Annual Estate Plan Review

Annual review of your estate plan to determine if any changes are needed due to life transitions or law changes.

✅

$450

Priority Scheduling

Priority scheduling for any questions, reviews, or other appointments regarding your estate plan or asset changes. Guaranteed appointment within 1 week of your initial call.

Scheduling within 1 week

Regular scheduling ~3 weeks

Digital Legacy Vault

Your own private, secure portal to store digital copies of your estate plan, assets, passwords, and more. Maintain this portal, and upon incapacity or passing, everything your agents need is in one place. Powered by My Life & Wishes®.

✅

$99/year

Successor Trustee Education

Training for your Successor Trustee to understand their role and responsibilities in the event of your incapacity or passing.

✅

$450

Family Care Meeting

Schedule a family care meeting with you, your family, other advisors, and decisionmakers so that they can meet the estate planning team.

✅

$450

Funding Assistance

Receive assistance with beneficiary forms and coordination with your CPA, financial advisor, and other professionals to maintain funding for your estate plan.

✅

$450/hr

Workshop Access

Free and priority access to limited seat workshops we host on topics related to estate planning and life issues.

✅

$150

Updated Certificate of Trust

Some financial institutions may require a more recently executed certificate of trust. Re-execute or update your address on your certificate of trust to avoid any issues.

✅

$100

Refresh your Durable Power of Attorney

Some financial institutions may require a more recently executed power of attorney. Re-execute your durable power of attorney to avoid any issues.

✅

$200

Discounted Power of Attorney (POA) Packages for Family*

The POA package consists of the Durable (Financial) Power of Attorney, Health Care Power of Attorney, HIPAA, and Living Will.
*For your children and grandchildren who are between 18 and 21 years of age and reside in Arizona.

$200

$400-$750

Discounted Deeds

Transfer of your Arizona real property.

$175

$350-$600

Notary Services

Priority appointments for the notarization of any documents

✅

AZ Notary Fee

Legacy Care Program Features

Member

Value

Annual Estate Plan Review

Annual review of your estate plan to determine if any changes are needed due to life transitions or law changes.

✅

$450

Priority Scheduling

Priority scheduling for any questions, reviews, or other appointments regarding your estate plan or asset changes. Guaranteed appointment within 1 week of your initial call.

Scheduling within 1 week

Regular scheduling ~3 weeks

Digital Legacy Vault

✅

$99/year

Successor Trustee Education

Training for your Successor Trustee to understand their role and responsibilities in the event of your incapacity or passing.

✅

$450

Family Care Meeting

Schedule a family care meeting with you, your family, other advisors, and decisionmakers so that they can meet the estate planning team.

✅

$450

Funding Assistance

Receive assistance with beneficiary forms and coordination with your CPA, financial advisor, and other professionals to maintain funding for your estate plan.

✅

$450/hr

Workshop Access

Free and priority access to limited seat workshops we host on topics related to estate planning and life issues.

✅

$150

Updated Certificate of Trust

Some financial institutions may require a more recently executed certificate of trust. Re-execute or update your address on your certificate of trust to avoid any issues.

✅

$100

Refresh your Durable Power of Attorney

Some financial institutions may require a more recently executed power of attorney. Re-execute your durable power of attorney to avoid any issues.

✅

$200

Discounted Power of Attorney (POA) Packages for Family*

$200

$400-$750

Discounted Deeds

Transfer of your Arizona real property.

$175

$350-$600

Notary Services

Priority appointments for the notarization of any documents

✅

AZ Notary Fee

Legacy Care Program Annual Membership

$1000/year

Membership renews annually on the first of the month after the month it began. If you are interested in learning more or signing up, you can speak with your attorney during any estate planning meetings, or you can contact: clientcare@libbybanks.com
602-375-6752