Estate Management


The law is ever-changing. However, many clients forget to review their estate planning decisions for changes (both legal and personal). That is why The Taormina Firm offers its current and former clients the ability to enroll in our Estate Plan Management Program for an annual fee of $300 per year.

When clients enroll in our Estate Plan Management Program, they receive the following benefits:

  • Free annual meetings and reviews
  • Free & unlimited changes to existing estate planning documents
  • Free enrollment in our Estate Plan Funding Program
  • Free Student Plans for college students
  • 20% discount on other estate planning options
  • 10% discount on other legal services provided by The Taormina Firm
  • 10% discount for immediate family members
  • Personalized Estate Planning Portfolio

If you are a current or former client of The Taormina Firm and would like to enroll in our Estate Plan Management Program, please give us a call or shoot us an email at any time!

Free Consultation!

Schedule an appointment or take our Estate Planning Quiz