Estate Planning Isn’t One & Done — Stay Current with Our Client Care Program
Your Life Changes — Your Plan Should Too
Life doesn’t stand still. Your family grows. Your finances evolve. Tax laws change. That’s why we offer an annual Client Care Program — a proactive service that keeps your estate plan up to date, year after year. No surprise fees. No outdated documents. Just ongoing support from a legal team who knows you and your goals.
What Is the Client Care Program?
It’s a yearly subscription service designed for clients who want peace of mind that their estate plan remains current and legally effective. Each year, we review your plan, check in on life changes, and make updates as needed. You get reliable legal access without booking a new engagement each time.
Annual Plan Review
We revisit your documents yearly to ensure alignment with your life, assets, and goals.
Access to Educational Resources
Get exclusive webinars, planning tools, and ongoing estate insights.
The Client Care Program helps ensure your estate plan always reflects your wishes — not your past. It also creates an ongoing relationship with a trusted legal team who already knows your family and your planning goals.
Why Clients Join Our Annual Maintenance Program
Peace of mind that your plan is current
Legal access without re-engagement fees
Timely updates to your trust, will, or POAs
Integration with new accounts or property
Education for trustees, executors, and heirs
Confidence that loved ones won’t face outdated documents
Even the best estate plan can become outdated if it’s never reviewed. Laws shift. Family dynamics change. Failing to update your documents could lead to delays, disputes, or unintended consequences.
Risks of Letting Your Plan Sit Unchanged
Outdated guardians or trustees
Incomplete asset coverage
Conflict between old wishes and new realities
Missed tax-saving opportunities
Loved ones left without clear guidance
Assets going to the wrong people
Frequently Asked Questions About the Client Care Program
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Is the program required for all clients?
No — it’s optional, but highly recommended for those who want to avoid outdated plans and future legal fees.
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What does the annual subscription include?
Plan reviews, legal updates, document changes, check-in meetings, and access to member resources.
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What if I have a major life event mid-year?
We’re here for you — updates and support are included year-round for active members.
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Can I cancel anytime?
Yes. It’s a yearly program with no long-term commitment. You’ll continue to own your documents even if you don’t renew.
The Client Care Program Is Ideal If You:
Want a living plan, not a one-time product
Have changing family or financial situations
Want ongoing legal support without hourly fees
Need your plan to evolve with life events
Prefer clarity and accountability each year
Value a lasting relationship with your legal team
