Estate Planning That Grows With You
Ongoing access, flexible updates, and long-term peace of mind—designed to support your plan as life changes.
What Is a CHIVOT Membership?
Estate planning isn’t something you do once and forget. A CHIVOT membership provides ongoing access to your estate planning tools, allowing you to revisit, review, and adjust your plan as your life, family, and priorities change.
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Rather than recreating documents from scratch, a membership supports long-term planning with flexibility built in—so your estate plan remains aligned with where you are today and where you’re going next.
CORE BENEFITS
Flexibility
Make updates as life changes—without rebuilding your entire estate plan from the beginning.
Ongoing Support
Access guided tools and resources designed to help you stay confident and informed over time.
Planning
Maintain a structured approach to estate planning that evolves alongside your family and assets.
Families:
Planning With A Membership
Life doesn’t stay the same—and neither should your estate plan. A CHIVOT membership is designed for families who want the ability to revisit and refine their plan as circumstances evolve.
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From growing families to changing financial goals, a membership provides the structure and flexibility needed to keep your estate plan current and intentional over time.
FAQ
Have questions about planning your Trust? Find answers to some common queries below.
1
What does a membership include?
A CHIVOT membership provides continued access to your estate planning tools and documents, allowing you to review and update your plan as your needs change. It’s designed to support long-term planning rather than a one-time setup.
3
Is a membership required to create an estate plan?
No. Memberships are designed for individuals and families who want ongoing access and flexibility beyond the initial creation of their documents.
2
Can I update my plan after I’ve created it?
Yes. A membership allows you to revisit your estate plan over time, making adjustments as life events occur—such as marriage, children, asset changes, or new priorities.
4
What happens if I pass away without a will?
Memberships are ideal for families who anticipate changes over time and want a structured, reliable way to keep their estate plan aligned with their evolving lives.
Why This Works?
Structured, Not Overwhelming
Clear access without constant rebuilding
Rather than starting over each time something changes, memberships provide continuity—helping you maintain clarity and organization as your plan evolves.
Built for Change
Estate plans that adapt as life evolves
A membership-based approach recognizes that estate planning is not static. CHIVOT makes it easier to adjust your plan without unnecessary complexity.
Long-Term Confidence
Support that extends beyond setup
Memberships are designed to help families feel confident not just today, but years from now, knowing their plan can grow with them.
CHIVOT MEMBERSHIP
Memberships with a Heart
A CHIVOT membership provides a flexible, structured way to manage your estate plan over time—so it continues to reflect your goals, your family, and your future.