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2026 Client Maintenance Plans
1
Personal Estate Maintenance: $395
*Valid for One year*
1 - Annual Document review meeting
2 - Two free phone consultations with David Wood
3 - An updated Schedule of Assets form to add to your Trust Declaration Document.
4 - A 10 % discount for yourself & your friend & family referrals who do new estate planning with Team DGW.
2
Business Estate Maintenance: $795
*Valid for One year*
Personal Estate Maintenance plus the following:
1 - Additional review meeting with David Wood for corporate document compliance.
2 - Assistance with annual minutes, resolutions, operating agreement and/or by-law updates.
3 - Annual Renewal of your Utah entity & Registered Agent services for the membership year on 2 of your entities.
To sign up, click on the LawPay link below, input your name, and David Wood in "Reference" and make the payment for the plan of your choice.
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