Introducing Our Inner Circle

We are excited to introduce our new maintenance program, Inner Circle.

What is Maintenance – and Why Does It Matter?

At Coultis Law, creating your trust is just the first step in protecting yourself, your loved ones, and your legacy.
As life changes and laws evolve, your estate plan must keep pace. That’s where Inner Circle comes in.

Inner Circle is an optional program designed to offer you a simple, cost-effective way to keep your plan
current. If you need changes to your estate planning documents or help with new funding, we will handle
that at no additional cost to you – with the exception of deed work, business work, or upgrading your plan,
which will require an additional fee. You’ll also receive complimentary periodic review meetings. Without
Inner Circle, review meetings are billed at $375 per hour, plus the cost to make any updates. Beyond
updates, your membership includes access to our newsletters, educational workshops, special events, and
community gatherings – because we truly enjoy spending extra quality time with our Inner Circle family.

You are being provided with a complimentary membership for the remainder of 2026, and you will have the
option to continue your membership after that. Once you opt out of the program, you are not able to re-enroll
in the future.