Our Client Care Program is designed to ensure your estate plan continues to work as intended long after it is signed. As a Client Care Program member, you receive ongoing guidance and proactive support to keep your trust and related documents current as laws, family circumstances, and financial situations change. We value a continuing relationship with our clients and come to you each year with a clear synopsis of your plan, helping protect the time, effort, and investment you have made.
Client Care Program Membership Includes:
- Annual estate plan review and proactive plan synopsis
- Ongoing legal updates to powers of attorney and living wills
- Simple trust amendments, including beneficiary and distribution changes
- Asset alignment assistance and audits (program level dependent)
- Secure 24/7 access to your documents through our exclusive Client Portal
- Ability to share documents and information with loved ones
- Access to our estate planning team for questions and guidance
- Educational workshops, materials, and resources at no additional cost
Together, these benefits provide clarity, confidence, and certainty—so you can move forward knowing your estate plan is up to date and ready when you and your family need it most.