At Appleby Healy Law Firm, we are committed to our estate planning clients.
That’s why we offer our Review & Safekeeping service (RSK) at an affordable price. While other law firms charge over a thousand dollars annually for similar services, we only charge $35.00 per year. We keep our fees low to make our services more accessible.
What Is Review & Safekeeping?
Our safekeeping service allows us to store your estate planning documents on your behalf. We keep them secure, and if you need a copy (digital or paper) we will provide them to you free of charge. If your estate plan cannot be found at the time of your passing, or if it has been destroyed, your estate will enter probate. Probate is a legal process wherein the state determines the dispersal of assets. By storing your estate planning documents with our law firm, you are ensuring that your wishes are honored.
Our review service allows us to inform you of important legal developments that might affect your estate plan. If your estate plan requires updates, you will receive a discount.
What Is Included In My RSK Membership?
As an RSK member, you will receive the following:
- Your documents will be securely stored and made available to you upon request.
- A 10% discount on all future estate planning services.
- An annual letter with estate planning information and other important updates on changes in litigation that may affect your estate plan.
- An invitation for you and a guest to our annual, complimentary estate planning seminar/meal.
- Reasonable phone access to the estate planning group.
How Does RSK Membership Work?
- Your $35 membership fee will be billed annually.
- To cancel your membership simply stop paying your annual membership.
- If you are a new estate planning client who signed your estate planning documents this year, you owe us nothing. Your first year of membership is paid for by our firm’s estate planning attorneys.
- You can renew your membership in a variety of ways. You can call our helpful intake team to submit your payment information. You can also mail a paper check to Appleby Healy Law Firm.
How Do I Register For An Upcoming Seminar?
Make sure to keep an eye on your mailbox toward the beginning of each calendar year. We will send you a pamphlet that contains a description of the seminar, a seminar schedule, and a registration form. If you would like to stop receiving this mailing, please contact our team and request mailing list removal.
Please note that if you do not pay your RSK prior to the event, you will not be able to enter the event.
How Do I Fill Out My 2020 RSK Registration Form?
Your RSK Registration Form can be found on the inner-flap of your RSK brochure. When you open the brochure, you should see the “Register Today” panel directly across from the “What Is RSK?” panel.
You should have received this brochure along with the other mailings we sent you.
To fill out the brochure:
1.) Client Name(s): Write your name and the name of the other party if you have a joint estate plan and both plan on attending.
2.) Guest Name(s): Each client is allowed a guest. Write your guest’s name in this field.
3.) Location, Date & Time (1st Choice): Write the name of your ideal location, write the ideal date you would like to attend, and write the ideal time you would like to attend.
4.) Location, Date & Time (2nd Choice): Write the name of your alternate location, write the date of your alternate location, and write the alternate time.
5.) Primary Phone: Add your primary phone number so we can contact you if your first choice is unavailable.
Return your form and your payment to Appleby Healy Law firm by utilizing the pre-labeled return envelope provided in our mailing materials.
A properly filled out RSK Registration Form:
