ESTATE PLANNING PACKAGES

The Law Office of Tanika L. Finney offers competitively priced Estate Plans for the professional family.

Seedlings 

  • Annual Estate Strategy Session
  • Annual Will/Trust Update (max 2)*
  • Fiduciary Letters
  • Toolkit and Resource Library
  • 10% off additional Estate Planning Services

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Budding 

  • Quarterly Estate Strategy Sessions
  • Quarterly Will/Trust Updates
  • Fiduciary Letters
  • Annual Sprouts Project
  • Form Reviews
  • Toolkit and Resource Library
  • Annual Family Session
  • 10% off Estate Planning Services

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Rose Hips 

  • Bi-Monthly Estate Strategy Session
  • Bi-monthly Will/Trust Updates
  • Fiduciary Letters
  • 2 Sprouts Projects
  • 2 Flower Projects
  • Funding of Trusts
  • 2 Family Sessions
  • 15% off additional Estate Planning Services

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All Plans include the following:

Secure Messaging through Client Portal Workshops

Will or Trust Review

Document Updates

Fiduciary Letters

Templates

Form Review

Toolkits

Resource Library

Frequently Asked Questions

HOW LONG DOES MY MEMBERSHIP LASTS?

There is no set time limit on the length of your membership. Our memberships are on a month to month basis and can be cancelled at any time. If you would like to cancel your membership, please send an email to: estateplans@tlfinneylaw.com

WHAT IF I AM UNHAPPY WITH YOUR SERVICES?

We strive to ensure that all of our clients’ needs are met, but sometimes, our best isn’t good enough. We can admit to that, therefore, if you are unhappy with your services, please send us a secure message through the portal and we will directly address your concerns.

I MISSED THE LIVE SESSION, CAN I WATCH THE REPLAY?

Yes. Replays of live sessions will be added to our growing Resource Library. you will have access to the library as part of your membership. Further, after watching the replay and you have any questions or concerns, please send us a secure message in the client portal and we will address it directly. If we determine other individuals had similar concerns, we will post a recorded response in the library.

CAN I GET A REFUND ON MY MEMBERSHIP?

Due to the nature of our membership plans, no refunds will be issued. We strive to ensure that you are getting the best service possible. When you pay your membership fees, it is considered earned at the time of payment.

WHAT IF I NEED ADDITIONAL SERVICES OUTSIDE OF MY PLAN?

We try to service all the needs of our clients. If you need services outside of your plan, you can add on an “a la carte” service for the listed price. If you need a service that the Law Office of Tanika Finney doesn’t offer, we will be glad to search for someone who can further assist you.

I WANT TO CHANGE MY MEMBERSHIP, CAN I CHANGE IT?

Yes. Clients can change their plans at any time. Changes will not take place until the following monthly period. Also, if you downgrade your plan, you lose some benefits. If you need to change your plan, please send an email to Estateplans@tlfinneylaw.com