You can’t predict the future, and neither can we. But we can work together to make sure that, whatever changes life throws your direction, Huizenga Law is ready to step in and ensure a smooth, expedient, and efficient transfer of assets while enhancing the family values, relationships, and quality of life that mirror your intent and wishes.

LegacyGuard^TM Program

There for your family when they need us most.

Personal Firm Access

• Unlimited, no cost meettings with you, your family, and your team of advisors—or everyone at once.
• Free phone and email inquiries, with all messages returned the same day
• Online access to plan information and other resources through our exclusive client portal

Education and Training

• Exclusive quarterly LegacyGuard newsletter via email or mail
• Email updates when legal changes affect your family or plan
• Annual LegacyGuard plan review and trustee training group workshops
• Exclusive invitations to seasonal workshops on everything from cooking to Social Security benefits

Working with Your Advisors

• No‐cost coordination of essential plan operations with your financial advisors, CPA, and insurance agent
• Free communication of plan details with your advisory team and only at your direction
• Collaboration with your advisors to implement, track, and review your asset alignment process

Continuous Asset Alignment

• Annual asset alignment checkup
• Collection and storage of relevant financial data to enable future plan adjustments
• Our team completes and submits all forms to change your account ownership or beneficiaries
• Our team will confirm legal descriptions and maintain a list of your real property details

Plan Reviews and Updates

• Biannual plan review
• Free power of attorney updates to ensure compliance with varying and changing financial company requirements
• Free word processing updates at your direction to reflect name and date updates or participant changes
• Counsel regarding potential design changes to align your plan documents with your changing circumstances