Law Offices of Vaughan de Kirby, A.P.C.

Planning For Life

* Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all of life's stages. To download a printable version of the VIP Membership Schedule, click HERE.

Law Offices of Vaughan de Kirby, A.P.C.
Family Wealth VIP Membership Programs

Bonuses Worth Over $4000 Upon Membership Enrollment

• FREE estate check-up for parents over 65 years of age who have a nontaxable estate and 50% discount ­off of a new plan or plan amendment to prepare estate for smooth administration and maximum protection.

• FREE Advance Health Care Directive and Durable Power of Attorney for unmarried young adult children with assets that would not be subject to probate and for parents over the age of 65 years of age who don't have any assets that would be subject to probate.

• FREE Insurance Review. We will undertake a comprehensive review of your life insurance to ensure your family is properly protected and you are not spending more than you to on life insurance you don't need.

Every client of the Law Offices of Vaughan de Kirby, A.P.C. receives the following at no charge

All of our clients are kept up to date about changes in the law and others issues of concern to their families and have the opportunity to review their planning at least every three years, which is the longest a plan should go without being reviewed for maximum protection.
  • Plan and funding report mailed to your home so that you can revisit and confirm your decisions at least every three years and ensure that all assets remain titled in your trust for maximum protection.
  • Influential, informative call-in audio programs on topics of interest to you and your family available at specific times throughout the month.
  • Firm information packed e-newsletter, Family Wealth Secrets.
  • Firm newsletter, Family Wealth Matters.


(It's like having a lawyer in the family)

For the family who wants to ensure their planning documents always reflect their life, their assets and the law so loved ones have as easy at time as possible after they are gone, assets will never be lost to the state and a true Legacy Library of Priceless Conversations will be left behind so whole Family Wealth is Captured and passed on and wants us to be here to provide legal guidance for life.

Whether you anticipate giving birth to a child, getting married, purchasing new properties, or acquiring new assets, you will want to ensure your plan stays up to date with your life. And, don't forget, the law changes frequently as well!

With our Trust Plan membership, you can be assured that whether it's a life change or a law change, your plan will be updated, we will keep your asset spreadsheet up to date and and we will add future assets to your trust as they are acquired by you so long as you are a member. And, the next time you think I should call my lawyer about that, you'll be able to at no additional charge!

Read the full list of Trust Plan Membership benefits below or download our full fee schedule here.

  • When your life changes, your plan will stay up to date with unlimited amendments to your documents for any reason at any time (additional charge only to add additional trusts) - birth, death, marriage, change in assets, change in the law.
  • Want to make sure none of your assets are lost to the State after you are gone? Each year we will update your asset spreadsheet so your family will never have to wonder if they missed something and we will ensure all asset funding to your trust stays current.
  • When you move into a new house, just call us up, we'll prepare a new deed to make sure your house gets back into your trust, so you don't have to worry. And, if you refinance, no problem! We'll take care of it. Just give us a call.
  • Lend money to someone? Entering into a financial or legal transaction? Don't do it without talking to your lawyer! Call your Personal Family Lawyer first. Never get a bill in the mail for your legal questions.
  • 24/7 online access to documents through secure password protected website (optional, when available).
  • Ever need a notary? Were you shocked at how expensive it was? We provide notary services to Trust Plan level and higher members for free and it's so convenient.
  • Influential, informative audio programs mailed to your home for you to listen to in your car or on your iPod on topics such as college planning, asset protection, pre-marital planning, etc.
  • Selling a business? Getting divorced? Need to protect your rights? You have a legal problem of any sort? Call your Personal Family Lawyer, who will consult with you on your situation, recommend a course of action, and if you need a legal expert in an area in which we are not experts, will negotiate a discount on your fee with the recommended legal expert. There is no additional fee for this legal guidance and could save you tens or even hundreds of thousands of dollars in costly mistakes avoided and discounted legal services.

    For example, a client was recently selling his business and needed the services of a tax lawyer and an employment lawyer. These attorneys normally charge $350/hour, but each agreed to charge my client only $265/hour - close to a 33% discount!
  • 10-50% discount on future legal documents outside of foundational estate plan documents, such as pre-nuptial agreements, advance estate tax planning, charitable planning, inheritance trust planning, and asset protection planning.

Yes! Please enroll me in the VIP Membership Trust Plan!

Family Business Plan - Monthly Investment = $150

You formed a corporation to protect you from liability. If you are not keeping your annual records up to date, your corporation does not provide you with the protection you are counting on and your personal assets are at risk! Ensure that your corporation provides all of the legal protection from liability that it can by keeping your annual records and state filings up to date.

And, if you want us to go back and fix the years and years you haven't been keeping your records up to date? We can take care of that too - no problem! The Business Plan is right for you.

Read the full list of Business Plan Membership benefits below or download our full fee schedule here.

  • You get everything included in the Trust Plan program PLUS

    • A 30-minute meeting at our office (or by telephone if you prefer) with our corporate paralegal to review transactions covered at the annual meeting of the Board of Directors and Shareholders in order to prepare the current annual minutes of the meeting (or annual consents if the Corporation elects to approve the activities of the Corporation by unanimous written consent);
    • You'll never miss another annual meeting or important corporate event. We'll provide you with an advance notification of the corporation’s current annual meeting date, along with a questionnaire outlining important corporate transactions;
    • You'll never have to worry that your personal assets will be at risk because you failed to document your annual meetings through properly prepared meeting minutes. We'll prepare your Directors and Shareholders minutes for you and deliver the annual minutes to the appointed corporate officer by first class mail;
    • You'll never have to wonder whether the mailing you get that looks like an official California State form requiring you to pay this amount or that, is the real deal or a rip-off. We'll file everything that needs to be filed. And, we know the difference between what's required and what's not;
    • Never lose your corporate documents and have stacks and stacks of documents sitting around; we give you your corporate documents both on CD-Rom and through our 24/7 online access; and
    • Keep your address private; we will act as your registered agent for service of process.

Yes! Please enroll me in the VIP Membership Business Plan!

Life Plan - Monthly Investment = $199
If your irrevocable trust is not maintained properly, it could be a waste of your money and could cost your family big bucks later on. Irrevocable trusts are used for advanced estate tax planning and an error at that level can cost your family 45% of their inheritance in unnecessary taxes! A Firm associated with us had a client who became their client just before the end of his life when it was too late to go back and repair his life insurance trust. That mistake will cost his family $460,000 for every million dollars of life insurance.

Read the full list of Life Plan Member benefits here.

  • A 20-minute meeting at our office (or by telephone) with our trust paralegal (for life insurance trusts) or your Personal Family Lawyer™ to discuss gifting options and review of all gifts made during the year (for a trust holding assets other than life insurance).
  • You don't have to worry that the correct documents are not maintained because we will prepare annual gifting notices that are required to exclude the life insurance proceeds from your estate.
  • We will keep all of your important records related to your trust, so you can be sure your family will have the information they need after you are no longer here. Record-keeping of premiums, gifts made, bank accounts and other important information.

Legacy Plan - Monthly Investment = $249
By invitation only. For the family with complex planning issues or adult children they are integrating into their planning.

Read the full list of Legacy Plan Member benefits here.


Trust Plan - Monthly Investment = $49.95