Welcome to the Members Area of our website. Keep your living trust and estate plan current with our useful LifeFocus Planning® materials. To access our complementary materials, click on Client Materials in the above menu and enter your password. We provide additional materials on the Process page. You can find the Process page in the dropdown menu under About Us.
What is LifeFocus Planning®?
LifeFocus Planning® is an estate plan maintenance and education program, and moreover, its peace of mind. Our program keeps your living trust and estate plan up to date and accurate throughout life’s changes. We provide estate plan education and training to you and your family. As a result, we ensure your designated loved ones know what to do to assist you and your family.
The LifeFocus Planning® program also includes:
- Reviewing and updating your living trust and estate plan due to life and law changes, so they stay up-to-date, and your living trust and entire estate plan works!
- Reviewing your assets and beneficiary designations on an annual basis, which ensures your estate plan will always work as intended. In addition, we will work with you and your financial advisor to ensure that your living trust is properly funded.
- Word-processing changes made, as needed, to your living trust and other existing documents.
- Ongoing enrollment in DocuBank, to ensure your emergency medical information will always be available when needed, 24/7.
- To ensure your digital assets are properly managed at death and provide a secure portal for sharing of documents, we provide ongoing enrollment in DCS.
- Invitations to client estate planning workshops and client appreciation events. Examples include: “What to Do” Workshops for Your Helpers, Estate Planning Nuts & Bolts, Retirement Planning, Wealth Reception Planning, and more.
- And much more—all without hourly billing!
Above all, we are always here to help you and your family correctly use and understand your living trust and all your estate plan documents.
Matthew A. Ferri, J.D., M.B.A., the Founder and Principal of Life Focus Planning® is an estate planning attorney with offices in Bloomfield Hills, Michigan and Shelby Township, Michigan.