Signed plans drift.
Stewarded plans do not.
An estate plan is current the day it is signed. Then life moves — an account changes custodians, a refinance re-titles the house, a beneficiary form gets reset by a rollover — and the plan quietly stops matching reality. The Stewardship Membership exists for exactly that drift: every year, Oaktree Reserve Law PLLC re-verifies the plan against the documents you provide.
What membership includes, each year
- Annual re-verification — funding and beneficiary state reviewed on a defined annual cycle from the documents you provide. This is the step that catches the unfunded account and the stale beneficiary form.
- One amendment or notice package per membership year — when the review finds something that needs fixing, the first fix is included.
- The annual “Where Your Plan Stands” one-pager — what is in place, what changed, what remains.
- A notice-routing check — confirming legal and tax notices reach the right professionals.
- One decision at a time— anything that needs your call reaches you as a single question with the firm's recommendation attached, never a batch of tasks.
Membership covers legal stewardship only. Tax strategy, insurance, investment, and entity operations live in the Reserve, Oaktree's separate six-seat engagement. Oaktree Reserve is not a law firm. Legal services are provided separately by Oaktree Reserve Law PLLC.
Who membership fits
Households whose plan is signed but whose life keeps changing. Families who signed a trust — here or elsewhere — and are not certain anything was ever moved into it. Anyone who wants the annual review to actually happen, on a calendar the firm owns rather than a resolution you keep.