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Client Update Program™

Client Update Program™

In our formal updating program, trust documents are updated bi-annually for legal/technical and personal changes.

Please remember to bring your red book and Operator’s Manual with you to the Client Update Program.™

As always, it is important that married couples assure that both spouses attend. If you are married, we will no longer allow one spouse to attend this event without the other. Please make other arrangements with our office if both spouses are unable to attend.

Our Team will exchange your new documents for your old ones during the meeting. The meeting will last about two hours.

For those families that initially signed their estate planning documents in an even year, you will update in an odd year and for those families that initially signed their estate planning documents in an odd year, you will update in even years.

2016 Client Update Program™ Schedule

  • Thursday, June 2, 2016 – Wichita @ 6:30 p.m.
  • Friday, July 8 2016 – Overland Park @ 10:30 a.m. and 2 p.m.
  • Saturday, July 9, 2016 – Overland Park @ 9 a.m.
  • Tuesday, July 12, 2016 – Manhattan @1:30 and 6:30 p.m.
  • Thursday, July 14, 2016 – Salina @ 1:30 p.m. and 6:30 p.m.
  • Thursday, July 28, 2016 – Hays @ 1:30 p.m.

Contact our office if you have question about when you should update your trust.

*Dates and locations may be subject to change.

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