CLIENT CARE PROGRAM

Ongoing Counsel for Peace of Mind

at a Reasonable Fee

Your estate planning is about more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. We know if we sell you that, it’s your family who will suffer.

It’s why we don’t just prepare documents you could create yourself online, but instead guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets, and deliver planning that works to keep your family out of court and out of conflict.

Having a plan that works requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.

That’s why our Life & Legacy Planning Process includes our Client Care Program. Our Client Care Program is designed to ensure that your plan shifts, changes and grows with you and your family over time – efficiently, effectively, and affordably.

Why Join Our Client Care Program?

Our Client Care Program provides the peace of mind to know your plan will work for your family when they need it. Without Client Care Program, your documents are out of date as soon as something changes in your life, such as a new investment, new account, new property, new asset, new family member – or a changing relationship circumstance.

Look back at your life just three years ago and consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets even still apply? Has there been movement in your life, assets, or the law that needs to be incorporated to ensure your plan works for the people you love?

Our Client Care Program is the assurance and peace of mind to know that as your life changes, the law changes, and your assets change, your legal documents, your inventory of assets, and the people you’ve named in your plan will too.

The Client Care Program is our commitment to your future and the legacy you’ll leave behind.

Annual Plan Review: With our annual review process, we’ll support you to revisit your planning each year efficiently and effectively so you know you’ve done the right thing by the people you love with ease. ($950 value)

Annual Asset Review + Inventory Update: Annual review of your assets and update of your family wealth inventory so your loved ones know what to look for and none of your assets end up part of the $5.2 billion held by California’s Unclaimed Property Division. ($950 value)

Special Members-Only Pricing for Plan Updates: Life changes, your assets change, the law changes and so should your estate plan. As a member, you’ll receive discounted pricing on plan updates. ($550 – $2500+ value)

Complimentary Power of Attorney Refresh: Annual refresh of your Durable Power of Attorney documents. For our clients that have invested in the Kids Protection Plan, we prepare a complimentary refresh of the Power of Attorney for Minor Child as such POA documents expire after 1 year. ($550+ value)

Complimentary Emergency + Incapacity Planning Documents for Your Adult Children: Incapacity planning documents created for your adult children under 30, or if they’d rather create their own comprehensive Life & Legacy plan with our office, the fee that would normally apply for incapacity documents will be applied to their plan. ($750 value each)

Family Matters: We extend special member-only pricing to your family members – their planning impacts you and your future. (up to $2000 each)

Complimentary Client Portal: Secure online client portal for immediate access to your planning documents anytime, anywhere. ($350 value)

Complimentary Annual Legacy Interview: Update to your Legacy Interview on an annual basis so you build a legacy library your family will treasure. (value is priceless)

Becoming a member of our Client Care Program means knowing you and your family have us in your corner for life … and beyond. Contact us today to schedule a Life & Legacy Planning Session, or a review of your existing plan to determine if you qualify for our Client Care Program.