AMP

Main Phone

847-367-4460

FAQs about Funding

Our Annual Maintenance Clients are entitled to the following services:

Reasonable telephone inquiries relating to my Estate Plan
Retitling of my primary residence to comply with lender requirements during a refinance of my home
Technical Amendments to my estate plan (to comply with IRS or legislative changes)
Powers of Attorney – updated every three years
A one-hour consultation relating to:
- Changes in my personal or family circumstances which may affect my Estate Plan
- Review of my plan to ensure compliance with tax and legislative changes
- Review of my plan and advice regarding minimization of any remaining death tax
- Check (funded/unfunded) status of assets
Educational Workshops
Annual enrollment in DocuBank^®, a worldwide automated storage and retrieval system for your Health Care Power of Attorney and Living Will, which provides access to these documents at any time, 365 days a year.
Access to our private & secure web pages for AMP clients.

To enter the private and secure area of our website to request more information:

Mary E. Karagas

Paralegal

YDocuBank^® helps to ensure that your medical wishes are known and respected when it counts.

We store your health care documents with DocuBank^®. You receive a customized DocuBank^® Emergency Card. If you are hospitalized, the hospital staff will then obtain your documents by fax just by calling 1-800-DOCUBANK, and following the instructions in our automated system. If the call is being made from outside the U.S., hospitals can follow the instructions on the back of the card. DocuBank^® faxes our documents to the hospital right away. Through our automated computer system, your documents are available to hospitals any time, day or night, every day, around the world.

700 Florsheim Drive, Suite 11

Libertyville, IL 60048

Phone (847)367-4460

FAX (847)367-0090