Our Family Wealth VIP Membership Program
At Family First Estate Planning, we do things differently. Most estate planning law firms end their relationship with you the day you sign your documents. We see that moment as just the beginning of our relationship with your family.
Your life changes. Your assets change. The law changes. Your estate plan needs to change, too. That’s why we created our Family Wealth VIP Membership Program — to make sure your plan continues to work for you and your loved ones through every stage of life.
Our goal is simple: keep your family out of court, out of conflict, and fully protected—for life.
Your Plan Should Evolve With You
Over time, your family grows, your finances shift, and laws evolve. If your estate plan doesn’t keep up, it won’t work when it matters most.
An outdated plan is like an expired insurance policy — it looks good on paper but fails when you need it most. That’s why every Family First estate plan includes ongoing reviews and updates.
We’ll help ensure:
- Your assets are correctly titled in your trust.
- Your guardianship and healthcare directives remain current.
- Your plan reflects the latest changes in your family and in California law.
There are billions of dollars in unclaimed assets sitting with state agencies because families didn’t update their plans. We make sure that never happens to you. As part of our ongoing relationship, we maintain a current Family Wealth Inventory so your loved ones always know what you own, where it is, and how to access it when needed.
Your Three-Year Plan Review — Included With Every Plan
Every client of Family First Estate Planning receives a complimentary three-year plan review. During this meeting, we’ll confirm that your trust, will, and other documents still reflect your wishes and that your assets remain properly titled for full protection.
If changes are needed, we’ll make them — easily, quickly, and without surprise costs.
The Family Wealth VIP Membership — Exclusive Benefits
Annual plan review
with unlimited trust and will amendments.
Yearly asset review
to keep your financial information accurate and organized.
Annual Family Wealth Legacy Interview,
where we help you record and preserve your most important values, stories, and life lessons.
24/7 online access
to essential health care directives and guardianship documents for emergencies.
Exclusive discounts
on legal fees for loved ones when they administer your estate or trust.
Priority access
and ongoing communication with our legal team — no hourly billing, no surprise invoices.
Keep Your Family First — For Life
Your estate plan is more than paperwork — it’s a living reflection of your love, values, and priorities.
When you schedule your Family Wealth Planning Session, we’ll review what you own, who you love, and what would happen under your current plan (or the state’s default plan, if you don’t have one).
Then, we’ll personally design a custom plan that fits your family perfectly — and help you enroll in our Family Wealth VIP Membership to keep it up to date for life.
👉 Schedule your Family Wealth Planning Session today.