One aspect of our Updating Program is that we notify you if there are changes or improvements to be made in your documents. It is critical that we have current contact information for you. It is your responsibility to ensure that we have accurate contact information for you.
At a minimum, we send a mailing to you every year on the anniversary of your trust. If that yearly mailing is returned to us with an incorrect address, or forwarding order expired, etc. we will attempt to reach you using the phone numbers and e-mail addresses that you provided to us. However, if we are unable to contact you after reasonable efforts, you will forfeit the Updating Program payment being held in our escrow account and we will move those funds into our general account at that time and remove you from our Updating Program.
The $125 yearly payment (with cost-of-living adjustment) is non-refundable once paid and upon your death, your change of IL residency, or your opting-out of the Updating Program will be used towards continuing education programs for the attorneys supporting the Updating Program. The payment covers one joint trust or two separate trusts.
The lump-sum payment enrollment for the Updating Program has been discontinued.