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Planning for Life

Having a regularly reviewed and updated estate plan is an essential step in making sure your family is protected when they need it the most.   For that reason, The Chubb Law firm offers unique membership programs designed to care for our clients in a comprehensive, yet affordable way throughout all stages of their life.

Specifically, our Vista™ Membership Program offers the following benefits for Sacramento estate planning clients:

  • Comprehensive estate plan review every 3 years to ensure your plan stays up to date following major life changes such as marriage, re-marriage, divorce, purchase of real-estate, sale of real estate or the birth of children.
  • Information and updates based on new laws that affect your legal documentation.
  • Plan and funding report mailed to your home so that you can revisit and confirm your decisions at least every three years and ensure that all assets remain titled in your trust for maximum protection (additional charge for amendments).
  • Annual update reminder letter including items to consider in updating your plan.
  • Our newsletter, The Chubb Report, which is packed with vital information you need to protect your family and assets.

For clients desiring a deeper level of service, our Vista™ Reserve, Vista Premier and Vista Legacy membership programs are available to meet your unique estate planning or asset protection needs. Click here to find out more.

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Associations

     

As Seen On

Elder Council Elder Care Matters Wealth Council   Good Day Sacramento Financial Advisor Fox 40
Sacramento Estate Planning Council Neala     Credit Card Guide The Sacramento Bee  

Life Transition Planning

Contact Us

   
Young Adult or Parent of Minor Children
In the Prime of Life
Concerned About the Impact of Long-Term Care
Handling A Loved One’s Estate
The Chubb Law Firm
1833 Iron Point Road, Suite 120
Folsom, CA 95630
Phone: 916.241.9661
Fax: 916.294.7275
Or use our online form >>
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