NTX Life Plan
A Texas Estate Planning Maintenance Program Designed for Real Families
Your estate plan should grow, evolve, and adjust as your life changes. The NTX Life Plan is our affordable, comprehensive way to ensure your estate plan stays accurate, up-to-date, and ready when your family needs it most.
For less than the cost of a single hour of attorney time you receive ongoing support, regular updates, and exclusive benefits designed to provide lasting peace of mind.
Why Ongoing Estate Plan Maintenance Matters
An estate plan is not meant to sit unchanged for decades without ever dusting off the cover. As life evolves, your plan must keep pace with:
- New children or grandchildren
- Asset changes (new home, refinancing, new accounts)
- Changes to family dynamics
- New trustees, guardians, or beneficiaries
- Health concerns or incapacity planning needs
- Law changes in Texas affecting Wills & Trusts
Without occasional updates or at least monitoring, even the best plan can fail.
Our Texas Estate Planning Maintenance Program ensures that never happens for your family.
What’s Included in the NTX Life Plan
1. Unlimited Simple Amendments
Your membership includes unlimited simple amendments each year, which covers the most common changes families make:
- Updating trustees or successor trustees
- Updating guardians
- Adjusting beneficiary percentages
- Adding new financial accounts to your Trust
- Updating Powers of Attorney agents
- Updating beneficiary language for new accounts
- Adding new children or grandchildren
- Legal updates in the event laws change
(More complex full-plan rewrites, structural changes, and deed work fall outside “simple amendments,” but members receive preferred pricing on these larger updates as well.)
2. Annual Estate Plan Check-Up
Each year, you’ll also receive:
- An automated reminder to check key details
- The ability to update trust asset schedules as needed
- An optional review call with your attorney
This ensures your plan stays up to date and always reflects your real-world life changes.
3. NTX Client Vault (Secure Online Portal)
Members receive 24/7 access to a secure digital vault containing:
- Your signed estate planning documents
- The ability to upload personal documents
- Medical Directive wallet-card & separate emergency portal
A fully digital backup of your plan and convenient wallet card to provide emergency personnel quick access to your medical wishes—without relying on paper binders.
4. Beneficiary Designation Support
We continue to help you review and update beneficiary designations across:
- Retirement accounts
- Bank accounts
- Life insurance policies
- Brokerage accounts
This ensures perfect alignment between your estate plan and financial institutions.
5. Unlimited “Quick Questions”
We never want you to hesitate when you have a question about your estate plan (and never want you to have to worry about a “billable hours clock” ticking in the background when talking with your attorney). Membership includes unlimited simple inquiries, clarifications, and quick calls with our team throughout the year.
6. Priority Scheduling
Members receive faster access to appointment availability for any plan updates, questions, or family situations that arise.
7. Member-Only Legal Updates & Alerts
We keep you informed about:
- Important changes in Texas and Federal estate law
- New planning strategies
- Financial or tax updates that may affect your estate plan
NTX Life Plan Membership Cost
The cost of our NTX Life Plan is $300 per year. Priced intentionally to make ongoing estate planning maintenance accessible, predictable, and painless.
Compare this to typical hourly attorney rates of $350–$500; your annual membership costs less than one hour of attorney time while ensuring your estate plan works exactly as intended when your family needs it the most.
How to Enroll
You can join the NTX Life Plan:
- During your Design Meeting
- At your Signing Appointment
- Within 3 months after your final plan is signed
Enrollment takes less than two minutes, but it is limited to our current clients who created or restated their estate plans with NTX Estate Law.
Related Resources
Ready to Secure Your Family’s Future?
Schedule your Discovery Call or enroll at any time. Protecting your family doesn’t end when you sign your estate plan—this is how you keep it strong for life. Join the NTX Life Plan, today!
