EDISON FAMILY OFFICE SERVICES · PRESERVE
Annual Plan Reviews
A plan that is checked every year stays a plan that works.
WHAT IT ACCOMPLISHES
A plan that is checked every year stays a plan that works.
Lives change faster than documents. An annual review looks at what changed in the family, the business, the assets and the law, and updates the plan before a gap becomes a problem.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Review of estate, business and care documents
- Beneficiary and titling checks
- Changes in family, business or residency
- Updates for changes in Texas and federal law
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
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Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
A plan that is checked every year stays a plan that works.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.