What is The C.Y.A. Plan?
The C.Y.A. Plan (cover your assets) is beyond the legal documents of Wills, Trusts, and Powers of Attorney. While that planning is essential, it just isn’t enough to truly ensure your family is protected.
The C.Y.A. plan is about doing everything you can to make things as easy and simple as possible at a critical time when your loved ones need it most by allowing Burch Law to take much of the burden by doing a lot of the heavy lifting for you and providing a way to help get you organized.
Contact our office today to find out more and to get signed up! Let’s work together to COVER YOUR ASSETS!
The C.Y.A. Plan (Cover Your Assets!)
The CYA Plan subscriptions pick up where your estate plan leaves off. A Will and estate plan just isn’t enough to truly ensure that everything will be as easy as possible for your loved ones. We have 3 different levels of support to help you ensure that you leave a legacy, not a mess!
$50 per month or $540 per year
24/7 portal access to documents for you & emergency contacts
Annual review of your plan & any life changes
Exclusive access to information session assisting with beneficiary & bank account designations
CYA Organizer assistance
$75 per month or $810 per year
Everything in Basic
Biannual reviews of your plan & any life changes
50% discount for updates & changes to your plan*
$100 per month or $1080 per year
Everything in Basic & Plus
Family meeting to discuss your plan
Review of assets & debts to help coordinate with your plan
Assistance with changing & updating beneficiaries & bank account designations
NO CHARGE for updates or changes to your plan!*
*This benefit is reserved for members who join The C.Y.A. Plan within a year of their estate plan's completion, or who pay to update their plan at the time of joining.
Request C.Y.A. Information
Fill out the form below to book your 30-minute call. These calls are free of charge, and designed to answer your questions, walk you through the process, and help you get started.