Secure Your Legacy: The
Ritchie CARE Maintenance Plan
Maintaining your estate plan's effectiveness is essential, and the Ritchie Law Office is here to guide you through our comprehensive Ritchie CARE Maintenance Plan (RCMP). With the RCMP, you can ensure your estate plan remains up-to-date while enjoying exclusive benefits and peace of mind.
Without an up-to-date estate plan, the following scenarios and challenges may arise:
Potential gaps and inconsistencies in your estate plan, leading to unintended beneficiaries or excluded individuals.
Increased likelihood of probate, which can be time-consuming, costly, and subject to public scrutiny.
Lack of guidance for your family regarding end-of-life decisions, potentially leading to disagreements and emotional stress.
Outdated powers of attorney that may not be accepted by financial institutions, causing difficulties in managing your affairs during incapacity.
Inability to address changes in personal circumstances, such as divorce, remarriage, or significant financial changes, leaving your estate plan ineffective and disconnected from your current situation.
By keeping your estate plan up to date, you can avoid these potential pitfalls and ensure that your wishes are properly executed, providing peace of mind for you and your loved ones.
As a member of the Ritchie CARE Maintenance Plan, you'll receive a detailed path to success, with specific instructions for each step. Annually, you'll meet with our team to update your documents and receive guidance on what needs attention. Rest assured, we'll be there to support you throughout your journey, ensuring your estate plan remains effective and aligned with your wishes.
What is included:
Benefit from a thorough annual review conducted by our expert team, ensuring your estate plan reflects your current circumstances and goals.
Discounts on Updates
Receive exclusive discounts on any updates or modifications needed to your estate plan beyond the basic maintenance included in the RCMP, saving you valuable resources.
Free Simple Updates
Enjoy complimentary simple updates to your estate plan, providing you with the flexibility to address minor changes or adjustments without additional costs every year.
Members-Only Webinars and Resources
Access a wealth of valuable information through our members-only webinars and resources, providing educational insights, checklists, and downloads to support your estate planning journey.
Enjoy the convenience of automatic renewal to the RCMP, ensuring uninterrupted access to the program's benefits and ongoing maintenance for your estate plan.
Attorney Q&A Phone Support
Receive personalized support with our attorney Q&A phone service, allowing you to have your estate planning questions answered by our legal experts in a convenient and efficient manner.
Yearly Membership to DocuBank
Gain membership to DocuBank, a secure platform that keeps your essential healthcare information readily accessible when needed, providing added peace of mind for you and your loved ones.
Inclusive Family Meetings
Involve your family in the estate planning process through our inclusive workshops, meetings, and dedicated family meetings, fostering open communication and ensuring everyone is on the same page.
Free New-Grad Documents
Receive complimentary new-grad documents for your adult children, empowering them with essential estate planning tools as they embark on their own life journeys.
Success Path for Your Next Steps
Gain a personalized success path that outlines the necessary steps to keep your estate plan current and effective, ensuring you stay on track and have a clear roadmap for your future planning needs.
At Ritchie Law Office, Ltd., our passion for estate planning is deeply rooted in our founder, Chad A. Ritchie's commitment to serving the residents of McLean County, Illinois. With 20 years of legal experience and a strong connection to the local community, Chad's dedication to providing exceptional estate planning services shines through in every aspect of our practice. As a lifelong McLean County resident, Chad understands the unique needs and challenges faced by individuals and families in the area.
Our numerous honors and recognition, including being named the #1 Best Lawyer and Best Law Firm in The Pantagraph Readers' Choice Awards, reflect our commitment to excellence and client satisfaction. With a focus on client care and a genuine desire to help families protect their legacies, we take pride in guiding our clients through the estate planning process with personalized attention and comprehensive solutions.
We are truly passionate about helping families secure their futures, and it is an honor to be a trusted partner on their estate planning journey.
Your estate plan may fail to serve its intended purpose when you or your loved ones need it the most due to the following reasons:
Outdated Powers of Attorney: Failure to update your powers of attorney annually can lead to rejection by financial institutions and other entities, hindering effective management of your affairs during incapacitation.
Incomplete Trust Funding: Neglecting to transfer all assets into your revocable living trust or failing to add new assets may result in probate proceedings despite having a trust in place.
Inadequate Plan Adjustments: Changes in your life, such as family dynamics, financial circumstances, or personal preferences, require adjustments to your estate plan. Failing to make these updates renders your plan ineffective in achieving your current goals.
Lack of Communication: Not having open and clear conversations with your family about your end-of-life wishes can leave them uncertain and unprepared to make critical healthcare decisions on your behalf.
Missing Letter of Intent: Failing to write a Letter of Intent to your successor trustee deprives them of essential guidance in executing your wishes and managing your estate.
Failure to Reflect Life Changes: Changes in your health, family structure, or other life events should be reflected in your estate plan to ensure it accurately represents your intentions and addresses new considerations.
Incomplete Personal Property Memorandum: Neglecting to create and maintain a personal property memorandum can result in confusion and disputes among beneficiaries regarding the distribution of sentimental or valuable items.
Lack of Trustee Knowledge: If your appointed successor trustees are unaware of their roles, responsibilities, and the necessary steps to be taken, the execution of your estate plan can encounter significant hurdles.
To avoid these pitfalls, it is crucial to regularly review and update your estate plan, communicate your intentions clearly, and ensure all essential components are in place. By proactively addressing these potential failures, you can safeguard the effectiveness and successful implementation of your estate plan when it matters most.
Through 20+ years of experience, we have learned that regular maintenance is crucial to prevent the failure of estate plans. Our promise to be there when you and your family need us the most has driven us to develop the Ritchie CARE Maintenance Plan, a maintenance program that fulfills our commitment. Unfortunately, many clients without membership have outdated estate plans that may not work as intended, leaving a burden on their families.
To make your estate plan more effective beyond legal documents, our exclusive Ritchie CARE Maintenance Plan workshops will guide you through essential tasks. For instance, we provide step-by-step guidance on writing a powerful Letter of Intent, offering a personal and non-legal explanation to your loved ones about your choices, wishes, and values. We also offer Trustee School to equip you and your Successor Trustees with the knowledge needed for future responsibilities. Our workshops extend beyond estate plans, aiming to enhance various aspects of your life.
Many clients overlook essential instructions, resulting in complications for their families.
These instructions include:
Clearly outlining your burial/cremation and funeral wishes and ensuring your family is informed or making financial arrangements to cover these expenses.
Regularly updating your Asset List to reflect your current assets and financial holdings.
Openly communicating with your family about your end-of-life wishes to avoid confusion and provide them with the necessary guidance.
Equipping your appointed Successor Trustee with comprehensive knowledge about their role and responsibilities, ensuring a smooth transition when the time comes.
Creating and consistently maintaining a personal property memorandum, specifying the distribution of sentimental or valuable items.
By enrolling in the Ritchie CARE Maintenance Plan, you'll receive a detailed roadmap for success, offering step-by-step instructions for each of these critical elements. Through annual meetings with our dedicated team of attorneys and paralegals, you'll have the opportunity to update your documents and receive personalized guidance on the progress of each step. Rest assured, we'll be by your side, providing the necessary support and expertise to help you successfully accomplish these important tasks.
RLO Webinar Gallery
Here's how to join:
Fill out this form: https://ritchielawoffice.com
Schedule your first RCMP review with an attorney by calling 309-662-7007 and talking with our Client Care Coordinator.
Find peace of mind, knowing that your estate plan is in order no matter how long ago your created it.
If you would like to know more about your Ritchie CARE Maintenance Plan member benefits or are interested in becoming a member, please contact us at 309-662-7000