Legacy & Stewardship Membership
Member Benefits (Included with your membership year)
Complimentary Annual Review
Your life does not stand still, and neither should your plan. Over time, your assets shift, your family grows, and the law changes. As a Member, we sit down with you every year to review your estate plan and keep it current. Your annual review replaces the standard three-year review, and each year you have the option to record a new Legacy Reflection for your vault. We will also refresh your Legacy & Stewardship Inventory so every asset is properly accounted for.
Routine Updates to Your Existing Documents
Life happens, and the small updates that come with it are covered during your membership year. You will find the full list of complimentary updates on the Schedule of Benefits.
Discounted Rates for Complex Updates and Future Legal Work
When you need more involved changes to your plan, or new support such as business formation or long-term care planning, we will meet briefly to walk through the right approach and make sure you stay protected. Member rates for these services are listed on the Schedule of Benefits.
Complimentary Deeds and Refinance Packages
When you buy or refinance a Pennsylvania property, we will prepare a complimentary deed, or any other documents needed, to fund the real estate into your trust or satisfy lender requirements. We draft and record the deed; you are responsible for any county or state filing fees that apply. We can also prepare an updated homestead exemption form for your primary residence when needed.
First Access to Community Workshops and Client Events
Members always receive first access to the workshops and client appreciation events we host, free of charge.
Continued Trust Funding Support
Every client receives our team's support funding their trust for 120 days after their signing ceremony. As a Member, that support continues well beyond the 120 days, whenever new funding needs come up.
Planning for Young Adults (18-22) and Parents (75+)
As your children turn 18 and step into adult life, we will prepare a Young Adult Plan with a Financial Power of Attorney and a Health Care / Medical Power of Attorney so they are protected. For immediate family members aged 75 or older, we will prepare a Safe-Care Plan with a Financial Power of Attorney and a Health Care Directive (Medical Power of Attorney, HIPAA release, and Living Will) so you can step in for them in an emergency.
Secure Online Client Vault
You keep continued access to your secure Client Vault and digital copies of your full estate plan.
Notary Services
Notary service for basic documents is available by short appointment. Please note that our notaries are not authorized to notarize real estate closing documents or vehicle title transfers.
$899 Annual Membership Fee
$500 enrollment fee, waived for clients who join at their Legacy & Stewardship Planning Session
Our promise: as long as you remain a Member, your rate stays $899 per year and your benefits are locked in for the lifetime of your membership.
If you choose not to renew, we reserve the right to charge a $500 re-enrollment and set-up fee.
If you choose not to renew, we reserve the right to charge a $500 re-enrollment and set-up fee.
Schedule of Benefits
Member rates and a-la-carte pricing
Update Needed | Includes | Member Fee | A-La-Carte Fee |
|---|---|---|---|
Estate Plan Refresh | Agent updates for Health Care Directive, POA, Will, and Disposition of Remains | Included | $500 |
Adding a Children's Protection Plan to Existing Documents | Children's Protection Plan (includes Estate Plan Refresh) | $250 | $750 |
Long-Term Guardian Updates for Existing Children's Protection Plan | Updating Children's Protection Plan, POA, and Will | Included | $500 |
Adding New Children to Existing Children's Protection Plan OR Short-Term Guardian Updates only | Updating Children's Protection Plan | Included | $350 |
Health Care Directive / POA Update only | Agents, HIPAA, Living Will | Included | $250 |
Young Adult Plan (Ages 18-22) | Health Care Power of Attorney, POA | Included | $500 |
POA Care Plan for Immediate Family Members (75+) | Health Care Directive / POA and Financial / Legal POA | Included | $750 single / $1,000 couple |
Basic Trust Update | Distribution update, trustee changes, and Estate Plan Refresh if needed | Included | $500 |
Complex Trust Update | Add: Lifetime Asset Protection Trust, Blended Family Planning, Clayton Election (includes Basic Trust Update and Estate Plan Refresh) | $500 / per add | $1,000 / per add |
Long-Term Care Planning / Crisis Planning (Elder Law) | Medicaid application and preparation, asset protection and planning | 20% off | $15,000+ |
Advisory Meeting for Probate, Trust Administration, or Inheritance Tax Return | Planning meeting, document review, next-steps advisory | Included | $500 |
Additional Benefits | |||
Refinance for Trust-Owned Property | Deed for property out of trust and deed putting it back into trust for refinancing purposes | Included* | $500 |
Pennsylvania Deed | Deed, homestead exemption | 50% off* | $500 |
New LLC Formation | EIN, application, LLC binder | 50% off* | $1,500 |
Business Assignment to Trust | Business assignment | 50% off | $500 |
Trust Funding Support After 120 Days | Assistance completing trust funding, bank authorizations and self-funding letter for newly acquired accounts, updated trust funding checklist and inventory | Included | $500 |
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Faithfully Legal®, a brand of Grace May LLC · 630 Freedom Business Center Dr, 3rd Fl, King of Prussia, PA 19426 · 401-484-0020This website provides educational information only and does not constitute legal advice. Viewing this site or contacting us does not create an attorney-client relationship. Legal services are provided through Grace May LLC, doing business as Faithfully Legal®, after a signed Engagement Agreement.
All Rights Reserved ©2026 A Brand of Grace May LLC
All Rights Reserved ©2026 A Brand of Grace May LLC
