At Appleby Healy Law Firm, we are committed to our estate planning clients.
That’s why we offer our Client Care Program at an affordable price. While other law firms charge over a thousand dollars annually for similar services, we only charge $35.00 per year. We keep our fees low to make our services more accessible.
About Our Client Care Program
Our safekeeping service allows us to store your estate planning documents on your behalf. We keep them secure, and if you need a copy (digital or paper) we will provide them to you free of charge. If your estate plan cannot be found at the time of your passing, or if it has been destroyed, your estate will enter probate. Probate is a legal process wherein the state determines the dispersal of assets. By storing your estate planning documents with our law firm, you are ensuring that your wishes are honored.
Our review service allows us to inform you of important legal developments that might affect your estate plan. If your estate plan requires updates, you will receive a discount.
The Client Care Program Membership
As a Client Care Program member, you will receive the following:
- Your documents will be securely stored and made available to you upon request.
- A 10% discount on all future estate planning services.
- An annual letter with estate planning information and other important updates on changes in litigation that may affect your estate plan.
- An invitation for you and a guest to our annual, complimentary estate planning seminar/meal.
- Reasonable phone access to the estate planning group.
How Does The Client Care Program Membership Work?
- Your $35 membership fee will be billed annually.
- To cancel your membership simply stop paying your annual membership.
- If you are a new estate planning client who signed your estate planning documents this year, you owe us nothing. Your first year of membership is paid for by our firm’s estate planning attorneys.
- You can renew your membership in a variety of ways. You can call our helpful intake team to submit your payment information. You can also mail a paper check to Appleby Healy Law Firm.
How Do I Register For An Upcoming Seminar?
Make sure to keep an eye on your mailbox toward the beginning of each calendar year. We will send you a pamphlet that contains a description of the seminar, a seminar schedule, and a registration form. If you would like to stop receiving this mailing, please contact our team and request mailing list removal.
Please note that if you do not pay your Client Care Program fee prior to the event, you will not be able to enter the event.
