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Legacy & Trusts Updates
Keep Your Plan as Current as Your Life
A one-week, flat-fee service that updates wills, revocable trusts, and powers of attorney after marriage, divorce, or new children
Life Changes Fast
An Outdated Plan Risks Probate Fights and Unexpected Taxes
A new baby, a remarriage, and the sale of your business are all events that can void your old estate planning documents. Not to mention changes to the tax code or inheritance rules. Refreshing the documents to stay current with the tax codes and your life events now prevents tomorrow's chaos.
What's Included
What's included in your Legacy and Trust Update and how it protects your family
Flat Fee Pricing Upon Request*
* Amount of fee is based upon complexity of situation
Payable 50% upon signing the engagement letter and 50% due when the documents are complete
No Hourly Surprises; No Hidden Court Costs
Includes: drafting of the documents, three Zoom meetings, one full revision cycle, PDF files
Timeline from Sign-Up to Sign the Documents
Day 0 - 1: Legacy Refresh Session - 20-minute Zoom consultation to confirm update scope and collect 50% of the fee
Day 1: Document Audit & Asset Review: We review your current will, trust, POAs, deeds, and beneficiary statements
Day 2: Draft Amendments & New POAs - We prepare amendments, including new tax and guardianship clauses, as needed
Day 3: Draft Delivery - You receive clean drafts [PDFs] with margin notes or other explanation of changes
Day 4: Client Q&A /Revision Call: 30 minute Zoom to clarify feedback, minor edits made same day
Day 5: Final Attorney Review - Final review of the documents for conflict/consistence check; locks documents in for signing
Day 6-7: Documents are provided to you with instructions for signing ; funding memo lists your accounts and deeds to retitle
+365 Days: Follow-Up Reminder - Automated email to schedule your complementary 15-Minutes Legacy Check In Meeting
Need it faster? Choose our 72-Hour Rush Upgrade and we compress Days 1-5 into two business days
Frequently Asked Questions (FAQ)
Does this website create an attorney-client relationship?
We do not have an attorney-client relationship until after you sign our engagement letter and pay the required amount at sign-up.
Do I have to redo my whole trust?
Is the flat-fee really all inclusive?
Can we sign remotely?
Is the fee refundable?
What if I add a business partner?
Often an amendment will work; we will confirm this during our call.
Yes, except for recording costs for deed retitles (quoted separately)
Yes, online notarization is available in Florida and we can arrange for this service (not included in the flat-fee)
Because our turn-around on these documents is so quick, once we have payment we start working. Refunds generally will not be available on this service; except for any unearned portions of the fee based upon our progress at the time of notification.
We update buy-sell clauses for
The Feit Law Firm
2255 Glades Road, Suite 324a
Boca Raton, FL 33134
954-995-5400
deb@attorneydeb.com
www.TheFeitLawFirm.com
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© 2025 The Feit Law Firm. All Rights Reserved. Attorney Advertising. This material is for informational purposes only and does not constitute legal advice, nor does viewing or responding to it create an attorney-client relationship. Hiring a lawyer is an important decision that should not be made based solely on advertisements. Past results do not guarantee similar outcomes. Debra Feit is admitted in Florida; services in other jurisdictions are offered only as permitted by applicable rules. Representation begins only after a fully executed engagement agreement and receipt of any required fees.