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Your Estate Plan should evolve as life does, with care, clarity, and a trusted team by your side. The ELG Circle is our way of continuing that relationship long after your documents are signed. It’s a commitment to stay connected, keep your plan current, and ensure your loved ones are protected no matter what changes.

Becoming part of The Circle means you’ll always have:
  • Priority access to your planning team, familiar voices, and faster response times.
  • Included updates for the small but important changes that keep your plan accurate.
  • A scheduled annual review to make sure everything still fits your life.
  • Optional family and advisor briefings for added clarity and confidence.

Your first year of membership is complimentary when your Estate Plan is completed with ELG Estate Planning. Members can renew each year to continue the benefits of staying protected, prepared, and connected.

What’s Included in Your Membership

These are the ways we help you stay current, confident, and cared for:

Service Non-Member ELG Circle Member Why It Matters
Secure Digital Document Storage ✓ ✓ Secure, always-on access to your signed Estate Planning documents and key information in one place.

General Calls & Emails

 Limited to 15 min ✓ For questions via phone or email, members receive priority response time. 

Successor Trustee Meeting

 Billable ✓ A focused meeting after incapacity/death to brief the person now in charge of the trust on immediate steps and responsibilities.

Attorney-in-Fact Meeting

 Billable ✓  A short meeting with the people you’ve named.

Annual Family Meeting

 Billable ✓  A yearly meeting to discuss your Estate Plan with you and your family.

Estate Plan Summary Letter

 — ✓ Annually, we send a plain-English recap of your plan with highlights of any legal or tax updates you should know about.

Minor Revisions

 Billable ✓ Routine updates (beneficiaries, addresses, fiduciaries, basic deeds/REETAs).

Probate Consultation

 Limited ✓ A targeted conversation on whether probate is needed and what to expect if a loved one has passed.

Medicaid Strategy Consult

 Full Rate 50% Off An overview of legal options that may help protect assets while planning for long-term care needs.

Major Plan Changes

 Full Rate 50% Off A full redesign of your plan or significant changes to “who gets what”, establishing a new trust, etc.

Trust Admin / Probate Matters

 Full Rate 15% Off Legal work to settle an estate or manage a trust after death, including filings, notices, and distributions.

Emergency Medical Card

 — ✓  A wallet-sized card with critical contacts and directives to help responders reach the right people fast.

Notary Services

 — ✓ On-site notarization of required signatures so your documents are properly executed.

College-Age POAs

 — ✓ Power of Attorney and Health Care Directive documents for adult students so parents/guardians can help in an emergency.

Educational Events

(2x per year + Appreciation Event)

 — ✓ Short, practical sessions on keeping your plan current – plus an annual thank-you gathering.

Exclusive Educational Video Library & Newsletter

 — ✓ Member-only videos and brief updates that translate legal topics into plain language.

Priority Scheduling

 — ✓ Faster booking and prompt replies, so small questions don’t turn into big worries.

Discount for Heirs

 — $750 Off Preferred pricing to help your heirs complete the legal steps smoothly when they need it most.

How It Works

Staying connected is simple.

Once your Estate Plan is complete, you’re automatically welcomed into The ELG Circle. From that point on, your relationship with our team continues, not just as your attorneys, but as your ongoing partners in protection.

Here’s what you can expect:
  • Welcome & Orientation – You’ll receive a welcome packet when you sign your Estate Planning documents and a welcome email, providing access to your digital member resources.
  • Stay Current All Year – Reach out anytime with questions or updates. Routine revisions, like fiduciary or address changes, are included.
  • Annual Review & Summary – Each year, we’ll meet or correspond to ensure your plan still fits your life and any new laws or family developments.
  • Renewal & Continuity – At the end of your first year you’ll receive an invite to continue your membership.

It’s care that continues, so your plan stays accurate, your loved ones stay informed, and you stay at ease.

Frequently Asked Questions

Yes. When your Estate Plan is completed with ELG, your first year in The Circle is included. There is nothing to sign and nothing to pay during your first year. (Only Estate Plans completed after September 30, 2025, qualify for one year of complimentary membership.)

Circle members receive priority access to their planning team, including routine updates, an annual review, education resources, optional family and advisor briefings, and clear discounts for major plan changes or new matters. You can contact us any time you have a question.

Minor changes include routine updates such as beneficiary changes, address updates, fiduciary changes (trustee, personal representative, attorney in fact), basic deeds and REETAs. 

Major changes require significant updates to your plan, such as moving from a will to a trust, establishing a new trust, adding delivery instructions, or substantial shifts in how assets are distributed. Circle members receive a fifty percent discount on major plan changes.

A new matter refers to legal work that begins after someone has passed away, such as probate or trust administration. Circle members receive fifteen percent off new matters.

Yes. We encourage family briefings and advisor involvement. These meetings help ensure everyone understands their role and your wishes.

Circle members receive priority access. Our goal is to provide a clear, helpful response within one business day.

Near the end of your included year, we will invite you to continue your membership so your benefits remain active. Renewal steps and payment options will be shared at that time.

Past clients will be invited to join The Circle in staged groups. Your email invitation will include your pricing and enrollment steps.

No. You can always call or email us for help. The portal is available as a secure place to access documents or send information, but it is optional.

No. Membership is optional. Your Estate Plan remains valid whether or not you join The Circle. The Circle simply makes it easier to keep everything current as life evolves.

The ELG Circle gives you a team who stays with you long after your estate plan is signed. We keep your plan current as life changes and guide you whenever questions come up. You get clarity, support, and confidence knowing your plan is always ready when your family needs it.

You can call our office or reply to any Circle email. Your planning team will guide you based on what you need, whether it is a quick update, a consultation, or a meeting.