When you name a Generations Law Group attorney as a fiduciary in one or more of your estate planning documents, it is imperative they know your life wishes so they can act on your behalf in the event of a crisis. Continuous enrollment in the Attorney Fiduciary Program (AFP) is a crucial part of ensuring your goals and values are known and followed.

AFP Member Benefits:

• Free “Life Wishes” meeting with your attorney whom you’ve named in your documents to review your unique circumstances and life wishes.*
• Development of Life Portfolio from the Life Wishes meeting.
• Free Annual meeting to review your estate plan, assets, and wishes to ensure your plan works as intended.*
• 24 hours/7 days emergency answering service.
• “Jump the line” – Receive priority scheduling with an attorney
• Free changes to your fiduciary designations including Guardians, Powers of Attorney, Health Care Proxy, and Successor Trustees.
• Free phone calls to our office related to your estate plan by you, your financial advisor, CPA, or insurance professional.
• All other services regarding your estate plan at a 10% discount as your needs change.
• Secure online access to your medical documents for you, your medical professionals, and first responders in a crisis through a membership to DocuBank.com.
• Client Care Quarterly – newsletter for members only
• Invitation to exclusive monthly events & to Annual Client Appreciation Event
• Free Health Care Proxy for adult children, ages 18-21.
• Reduced fee for probate administration with continuous, uninterrupted participation in the AFP.
• Free Notary Services

*Required meetings to remain in the program

Continuous Membership

Continuous membership in the Attorney Fiduciary Program is required when you name an attorney from Generations Law Group as a fiduciary in your Health Care Proxy and/or Power of Attorney document(s).