Fire Proof Safe File Storage with Christine Goodson Forakis, Attorney at Law

Background

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FIRE PROOF SAFE FILE STORAGE

By having all of your original documents in our safe file they are accessible in emergencies; we are able to prepare certified copies and fax them anywhere in the world; they are protected by the attorney client privilege; we are able to monitor when updates are required; we are able to ensure that no disgruntled family member will obtain unauthorized access to the original documents; and this arrangement eliminates your need for a large and potentially expensive bank safe deposit box.

ANNUAL SAFE FILE AND EMERGENCY COMMUNICATIONS FEE

The annual safe file and emergency communications fee is $120.00. This covers the cost of storage, keeping your records index current, communicating the results to you, and having this convenient arrangement for you.

We appreciate your continued association with our firm and are pleased to be able to maintain and process your original documents and protect you with emergency phone procedures.

If you have not had your annual review this year, or you would like to schedule one before the end of the year, please fill out the attached form and send it to us via mail, e-mail, or facsimile. Please call anyone on our legal team if you have questions.

MENU OF SERVICE OPTIONS

In response to many clients? concerns about being billed for phone calls to our staff with routine follow-up calls, we are offering a "fixed-fee" package that should provide an economical solution to needed calls. If you are one of these clients who regularly call and would like this service, please check the box below and submit a check for $1,200 (credit cards are accepted also).

This will allow you an annual allotment of meeting time or conference calls with the Attorney for up to 7 hours, plus 10 hours of legal assistant time, plus 3 hours with our in house tax advisor yearly. If you exceed this amount for the year, you will be charged an additional fee, but we will notify you of that prior to your incurring this cost.

To better assist you in saving costs for the coming year, please fill in the form below.

PHONE & MEETING TIME
	Yes, I would like to take advantage of expanded calling for the year (August 2008-September 2009), please bill me for the $1200 charge.
	No, I would not use this service, so just bill me hourly for my calls to you and for any meetings.
ANNUAL REVIEW OF CHANGES OF LAW OR CIRCUMSTANCES
	Yes, Please call or email me at the email address given below, so that I may schedule my annual review for this year.
	No, I have either already had my annual review of my estate and businesses, or I do not need one this year. All of my assets are in my trust at this time, and I do not need your services.
STATUTORY AGENT FOR BUSINESSES
	Please update the Statutory Agent information for your firm on each of my entities. (Free of charge)
	I would like to be my own Statutory Agent. Please send me the necessary form(s) to make this change.
MISC HOUSEKEEPING
Yes No	I would like to take advantage of annual gifting for my children/grandchildren this year.
Yes No	I wish to do charitable gifting to reduce my tax burden.
Yes No	I would like my insurance and investment needs assessed by your staff members.
Yes No	I would you like my business plan to be reviewed before the end of this tax year.
Yes No	Is your Trust up to date? All assets funded into the trust?
Yes No	Would you like your annual corporate report to be completed for the ACC?
Yes No	Tax worries? Would you like an estate tax/income tax prevention review?

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