At Cookman Law, we believe estate planning isn’t just about signing documents—it’s about making sure your plan continues to work for your family when life inevitably changes.

That’s why we’ve created our Trust Maintenance Program, a membership designed to give ongoing support and legal guidance to clients who want their plans to remain current, compliant, and ready when it matters most.

We’re opening just a few spots in this exclusive program during our soft launch—and we would love for you to apply.

Even the most carefully crafted estate plan needs updates over time. Changes in family dynamics, finances, or the law can all impact whether your trust still reflects your wishes—and that it will work smoothly when it’s needed.

With our Trust Maintenance Program, you won’t have to wonder if your documents are outdated or if you have missed a critical funding step. We’ll help you stay ahead.

Annual Legal Wellness Review

You will receive up to two hours of attorney or paralegal time each year to:

• Review and realign your assets with your estate plan
  
• Update documents based on life changes or legal developments
  
• Amend trust provisions for evolving family dynamics
  
• Discuss tax or public benefit changes that may affect your plan
  
• Host a Family Care Meeting to educate your successor trustee(s) or beneficiaries
  
• Assist with funding documents and beneficiary designations
  

Need additional work? You will also receive a 10% discount on any additional hourly or flat-fee services.

Legacy Logix Document Vault

We will set you up with secure access to our Legacy Logix platform, a membership portal and digital vault that holds:

• Estate planning documents
  
• Insurance policies
  
• Account logins and financial details
  
• Medical directives and health information
  

You can choose who to share access with—like your trustee, accountant, or loved ones—so they will never be left searching for paperwork in a crisis.

Coordination with Your Professional Team

Your estate plan affects many areas of your life. We take care of the legal requirements, but we don’t stop there.

As part of your Trust Maintenance Program membership, our team will collaborate directly with your financial advisor, CPA, insurance professionals, and other trusted team members to make sure your legal planning fits into the broader picture.

You will also gain access to our national network of attorneys should your needs expand beyond California.

Member-Only Discounts

• 10% off legal services for any friends or family members you refer
  
• 20% off trust administration when the time comes for your plan to be carried out

The Trust Maintenance Program is offered at an annual fee of $2,500, billed once per year, as well as a one-time setup fee of $1,000. 

This includes all of the benefits outlined above – two hours of legal work, secure portal and vault access, member-only discounts, and all ongoing updates, reviews, and coordination with your financial and insurance professionals.

A Thoughtful Fit for the Right Clients

Our Trust Maintenance Program is best suited for clients who:

• Have completed a full estate plan with Cookman Law
• Want ongoing access to experienced legal guidance
• Prefer proactive updates rather than reactive surprises
• Would benefit from coordination across their financial, tax, and legal team

If you are unsure whether the program is the right fit, apply below. We’ll review your information and let you know if it’s a good match—we want this to work well for you, and we will be honest if another option makes more sense.

We are currently accepting a small group of clients into this program during our soft launch. If you are ready to keep your plan active and aligned with your goals, we would love to hear from you.

Questions?
We’re happy to walk you through the details or answer any questions you may have. Just reach out to our team at [email protected]. 

Let’s make sure your plan keeps working—so you don’t have to worry later.