The Danneil Lawscription Maintenance Program Terms and Conditions.

PROGRAM PLANS OVERVIEW

Basic

  • Already included for all Danneil Law clients

  • Complimentary 1st year of free simple changes to existing documents

  • 3-year review meeting upon request

  • Family meeting upon death of client

  • One 30 minute check in phone call per year

VIP

  • Everything included in Basic Plan

  • Reasonable phone calls with us (or our communications with your financial advisor/CPA

  • Annual review of current plans upon request

  • Free simple changes to existing documents

  • Law firm initiated changes to take advantage of changes in the law*

  • Reduced fee for estate planning for your family members, friends and referrals

  • Reduced cost for children to implement young adult protection documents when they turn 18

  • Reduced fee for initial Medicaid consultation meetings

  • Complimentary notary services

  • Exclusive invitations to periodic educational workshops

Legacy

  • Everything included in the VIP Plan

  • An annual meeting to review plans and trust funding

  • Ongoing guidance on adding and removing trust assets

  • Assistance to your disability panel to verify your disability and get your successor Trustee appointed

  • Reduced cost for additional deed preparation

*As part of the Danneil Lawscription Maintenance Program (the “Program), we may from time to time recommend legal changes to your documents. To take advantage of “general” changes (changes that affect all clients the same) in Trust, Medicaid, Asset Protection, tax law, regulation or judicial decisions). Other changes may reflect ideas or new strategies we learn from experience. These general changes are made at no extra charge, and are initiated by Danneil Law.

BILLING

Beginning January 2025 and each January thereafter, you (the “Client”) will be automatically billed the annual maintenance fee as part of the regular billing cycle. The client will receive a billing reminder at least thirty (30) days prior to renewal.

To receive the program services for the plan you selected, the program participant must be a current Danneil Law client; with the maintenance plan paid in full.

NON-PAYMENT

All program services and obligations pertaining to the program will be automatically terminated if payment is not received within thirty (30) days of client’s receipt of the billing invoice.

PRICE GUARANTEE

Locked-in price guarantee! The client will always pay the same annual price that he/she signed up with at the time of your enrollment, even if the price of the program goes up over time. Since this service has many benefits far in excess of its costs (for example, one hour of attorney time is $350-$400), therea re no refunds for cancelations during the year.

TERMINATION

The client, or Danneil Law, may terminate the program subscription at any time by notifying the other party in writing at least thirty (30) days prior to the end of the annual subscription period.

SIGNIFICANT CHANGES

As part of the participation in the program, Danneil Law may assume that no significant changes in the Client’s health, family, or finances have occurred unless the Client has otherwise notified Danneil Law. If such changes occur, the Client is required to contact Danneil Law immediately, so that necessary steps are taken to address any concerns.