Gordon Law Estate Membership Plan
The Estate Membership Plan is Gordon Law’s exclusive ongoing care system that ensures every client’s planning remains current, fully funded, and aligned with their family’s needs. Instead of a one-time estate plan, clients receive lifetime protection, ongoing updates, and family-entered support through a structured membership model. Here is a list of all the tiers.
Tier 1: Foundations Membership
Pricing: $500/year or $50/month
Best for: Clients who want essential annual support and access to ongoing updates.
Benefits:
- Annual Virtual Estate Check-In: Review plan, decisions, and asset inventory.
- Family Extension Benefit: Each member may choose one:
- Free set of incapacity documents for an immediate family member; or
- $500 credit toward another plan for an immediate family member.
- Simple Plan Updates: Complimentary swap-outs (agents/beneficiaries/afterborn child) $250 print and signing fee only.
- Secure Digital Vault: 24/7 access to signed planning documents.
- Annual Estate Interview
Tier 2: Estate Membership
Pricing: $1,500/year or $150/month
Best for: Trust-based planning clients, busy professionals, or families with multiple assets/beneficiaries.
Benefits (everything in Foundations plus):
- Annual In-Person Review: One-on-one session with attorney and team.
- Trust Funding Support: Initial and ongoing assistance with assignments, and beneficiary forms.
- Coordination with banks, lenders, and institutions: Ensures assets are properly titled and aligned with trust.
- Members Pay Only Third-Party Fees (e.g., filing, or recording costs).
- Annual In-Person Review: One-on-one session with the attorney and team to confirm all planning and funding are current.
Tier 3: Estate Reserve / Heritage Elite Membership
Pricing: $3,000/year or $300/month
Best for: High-net-worth families, multi-generational households, or clients seeking concierge-level service.
Benefits (everything in Estate plus):
- Annual Family Meeting: Facilitation with heirs, trustees, and fiduciaries to ensure clarity and cooperation.
- Fiduciary Training and Guidance: Dedicated sessions with trustees/agents so they fully understand roles and responsibilities.
- Concierge Access: Priority scheduling, ongoing legal support, and tailored reminders.
- Estate Continuity Support: Gordon Law team will proactively monitor life changes and recommend updates before issues arise.
Tier 4: Business Owner Estate Membership
Pricing: $4,500/year or $450/month
Best for: Clients who want essential annual support and access to ongoing updates
Benefits (everything in Estate Reserve plus):
- Annual Business and Estate Review: Ensures both entity compliance and family planning remain aligned.
- Succession Planning: Review of business continuity strategies (trust
assignments, buy-sell agreements, or leadership provisions). - Business Integration: Assignment of business interests into trust and annual updates included (members pay only filing fees).
- Corporate Compliance: Annual preparation of minutes and resolutions.
- Business Continuity Meeting: Once per year with family, trustees, and/or business team members to review succession and continuity plans.
- Priority Member Pricing Business Amendments: Operating Agreement updates, officer/ownership changes, compliance filings.