Membership Benefits Include:

1. Telephone Consultations with a Russo Law Group, P.C. attorney, or knowledgeable legal assistant who is under the supervision of an attorney regarding your estate plan and its maintenance.
2. Annual Review of life changes in your life that affect your estate planning documents. We will send you an asset chart and be available for a one-hour meeting with one of our attorneys at no additional charge. This meeting may be transferred or given to a family member or friend.
3. ShareFile allows us to upload and maintain your key estate planning documents on a secure site with privacy settings. You will have 24/7 access to your documents. CLICK HERE to learn more.
4. POM Summary Document Chart detailing your current executed planning documents, which is kept up to date.
5. POM Asset Chart detailing your assets reported to us, which is updated periodically.
6. Updating your Agents named in your Advance Directives, which were prepared by Russo Law Group, P.C., at no charge.
7. Updating Your Estate Plan with revised or new legal documents such as wills(s) and/or trust(s), which will be charged separately by the law firm, with its fee being discounted by ten (10%) percent.
8. Cash Flow Analysis of your income and expenses by a financial advisor at no additional charge.
9. POM Alerts during the year that focus on planning. CLICK HERE to read previous alerts!
10. Review of Legal Matters such as litigation and real estate without charge. If Russo Law Group, P.C. represents you, a separate fee agreement will be necessary.

Please note that these benefits can only be realized with your active participation.  For more details about your membership or available upgrades, please contact Marilyn Cantore at mcantore@vjrussolaw.com or Jayme Klein at jklein@vjrussolaw.com.