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 be dis-enrolled from the Updating Program.
The $150 yearly payment (with cost-of-living adjustment) is non-refundable once paid. The payment covers one joint trust or two separate trusts for a married couple.
The lump-sum payment enrollment for the Updating Program has been discontinued.