A trust is not a filing cabinet. It's a living framework. The Canopy helps keep your plan aligned with your life.
What Is The Canopy?
We believe estate planning is an act of stewardship. Stewardship means caring well for the people you love, the resources you've been entrusted with, and the plans that protect them both.
That's why we created The Canopy — our membership program for clients who want more than documents. It is an ongoing relationship built around keeping your plan healthy as life changes.
Through periodic reviews, educational resources, trust funding support, planning updates, and ongoing access to our team, The Canopy keeps your estate plan doing what it was meant to do.
Under a healthy canopy, things grow, adapt, and remain protected through changing seasons. Your estate plan should do the same.
Our Core Promise
Some firms sell documents. Roots Law engages with our clients in ongoing stewardship. The Canopy exists to ensure your estate plan remains aligned with:
- Your relationships
- Your assets
- Your values
- The law
As life changes, your plan adapts.
Membership Benefits
- Annual estate plan check-ins
- Reviews of major life events
- Guidance regarding trust funding
- Educational resources and member-only content
- Updates on planning and legal developments
- Access to our team for routine estate planning questions
- Opportunities to discuss planning changes before they become urgent
Your First Year Under The Canopy
First-year membership is included for all estate planning clients. We don't hand you a binder and wave goodbye — your first year follows a deliberate rhythm.
Alignment & Activation
Month 1 — funding review, beneficiary review, asset checklist, 30-day implementation check-in, and advisor collaboration.
Legacy Check-In
Months 3–4 — focused on Connection: your legacy letter, conversations with fiduciaries, and whether the right people hold the right roles.
Protection Audit
Months 7–8 — beneficiary designations, asset titling, trust funding, insurance ownership, and guardian nominations, with a Protection Scorecard.
Annual Canopy Review
Months 11–12 — a comprehensive review with an updated plan summary, recommended amendments, asset alignment report, and next-year strategy.
Frequently Asked Questions
Why should I review my estate plan after it has been signed?
Life changes. Families change. Laws change. Assets change. An estate plan works best when it evolves alongside your life. This requires regular reviews and modifications.
What is included in Canopy Membership?
Canopy Membership helps clients maintain and update their estate plans through regular reviews, educational resources, planning tools, secure storage, and attorney access.
How often should my estate plan be reviewed?
Most families should review their plan annually and whenever major life changes occur.
What if I buy new property or start a business?
Significant changes in assets or ownership structures should trigger an estate plan review.
Will Canopy help me keep my trust funded?
Yes. Ongoing trust funding guidance is often one of the most valuable aspects of maintaining a trust-based estate plan.
Does Canopy help my family after I die or become incapacitated?
Canopy is designed to help clients maintain readiness, organize information, and prepare loved ones long before a crisis occurs.
Why does Roots offer an ongoing membership program?
Because estate planning is not a set of documents. Most estate plans fail because of a lack of proper maintenance. Effective estate planning is an ongoing process of connection, provision, and protection that evolves as your life evolves.
