Rice and Rice Legacy club

It may be many years before your Estate Plan needs to function without you. In the meantime, life changes can dramatically impact your Living Trust. Rice & Rice wants to help our clients’ Estate Plan with these changes and help you understand opportunities to solidify your legacy.

Rice & Rice has worked with some our clients for decades. For several years, we have wanted to provide an additional tier of services to our clients to enhance their overall experience, knowledge and support. The challenge is incorporating these costs associated with the services for our clients. We have been able to accomplish this and maintain our commitment to serving our clients at the highest level with the creation of The Legacy Club.

The Legacy Club provides members with a package of services and resources to keep their Estate Plan and Living Trust up-to-date, garner additional learning opportunities and receive enhancement to support their planning.

Members of the Rice & Rice Legacy Club receive:

  • Client Appreciation Meetings/Seminars
    • Rice & Rice is blessed to work with our clients to help establish their estate plans. The Legacy Club provides us the opportunity to host timely gatherings with clients to share information as well as to learn more about you and your needs in a more social environment. These might include special wine tastings, topical speakers and other unique events.
  • Education Workshops
    • Educational workshops and DVD’s help you maintain your estate plan, to help your family understand your plan and to provide other pertinent information. Areas of teaching will include overview of insurance needs and purposes, financial planning strategies and asset protection. One example is our Funding Workshop a comprehensive class to help you initially fund your trust and maintain it through the years.
  • Trust Funding Support
    • When putting items in your trust, sometimes it is helpful to have additional guidance. Rice & Rice provides Legacy Club members access to our Funding Coordinator to help you in these situations.
  • Priority phone support
    • On occasion, you may need some information or have a question regarding your Estate Plan. As a service to our Legacy Club members, you will receive free, reasonable phone support with priority response from our office.
  • Access to Emergency Healthcare Documents
    • Key healthcare documents – Healthcare Power of Attorney, HIPAA Waiver and Living Will – will be securely and electronically stored  with access via the web providing 24-hour availability to you or your loved ones where ever and whenever you may need them.
  • Legacy Club Membership Card with Emergency Medical Information
    • Each member of the Legacy Club will receive a personalized membership card. Each card will contain emergency contact and medical information, including allergies, medical conditions, and medications. It also acknowledges your Living Will, HIPAA Waiver and Healthcare Power of Attorney. Additionally, contact information for Rice & Rice will allow retrieval of other needed, securely stored documents.
  • Annual Planning Summary
    • Each year, an Annual Plan Report will be sent to you to allow you to review your current Trustee and Beneficiary structure to ensure it best reflects your current situation.
  • Discount for Amendments to your Trust
    • Many of our clients need to make an Amendment or two during their lifetime. It might be a change to beneficiary structure or the succession of trustees. During these Amendments, we also add any additional language changes/improvements we have added since your Trust or last Amendment signing.
  • eNewsletter
    • The newsleters will share news, upcoming event information and legal changes.
  • Secure Document Storage
    • Legacy Club members have their Rice & Rice-originated legal documents stored in a secure, climate-controlled area.
  • Document Replacement
    • If your Rice & Rice originated documents are ever lost or damaged, you will receive a complimentary replacement copy.

The collective value of these services is more than $1,000/year.

Annual membership can be paid in single annual, semi-annual or quarterly payments by credit card or bank draft. A discount and membership rate guaranteed is provided to clients who use auto-renewal.

Contact our Legacy Club Coordinator for additional information.