Client Care Program

Your plan was crafted with care—shouldn’t it be maintained with care too?

At Mathews Law, PLLC, we believe estate planning is more than documents—it’s about peace of mind. Our Client Care Program ensures your plan evolves with your life, so your loved ones receive clarity and protection when it matters most.

Why It Matters

  • Your life changes—but estate plans often don’t. New assets, aging parents, births, and legal changes can make a plan obsolete.
  • Too often, beneficiaries and decisionmakers don’t know what to do when the plan is needed most.
  • With Client Care, you and your loved ones are supported every step of the way—not just when you sign the documents.

Benefits

  • Ongoing support from our team
  • Annual updates to your plan
  • Complimentary documents for your family
  • Exclusive quarterly webinars with our attorney
  • Membership-only discounts
  • And many other benefits!

Two Levels to Choose From

Peace of Mind Plan

The Peace of Mind Plan offers enhanced support and proactive planning to keep your estate plan aligned with life’s changes and evolving needs. It’s designed for clients who want ongoing updates, added flexibility, and continued connection with our team.

Legacy Plan

The Legacy Plan provides an ongoing relationship with your estate planning team, ensuring your plan, assets, and loved ones are supported across generations. It’s our most comprehensive level of care — designed for families who want enduring peace of mind and hands-on guidance.

Have questions about our Client Care Membership Program or any other of our services?