Keeping Your Plan Current
Your plan was made with care. It should be kept that way.
A plan that is right the day you sign it can quietly stop being right. New assets, aging parents, a birth, a divorce, a move, a change in the law — any of these can leave a plan out of step with your life.
The Client Care Program keeps it current, and keeps us reachable, so the people who will one day rely on the plan are not left guessing.
Included, not sold — every estate plan we prepare comes with our Cornerstone level of care at no additional cost. You do not have to sign up to be looked after.
Why It Matters
The most common problem with an estate plan is that nobody maintained it.
We see it from the other side of the process constantly — a plan that was thoughtful when it was signed, and out of date by the time it was needed. See Estate Administration for what that looks like in practice.
What Membership Includes
- Ongoing support from our team
- Regular reviews and updates to your plan
- Complimentary documents for members of your family
- Members-only webinars with your attorney
- Member pricing on additional work
How It Works
Every estate plan starts with care included.
You do not have to opt in to be looked after. Two further levels are available if you want more contact and more hands-on help.
Cornerstone
Included · No membership cost
Built into every estate plan at no additional cost — permanent access to your secure client portal, and a check-in from our team every three years to see whether anything in your life has changed.
Peace of Mind
Optional upgrade
Enhanced support for clients who want regular check-ins, an annual plan update, members-only webinars, and added flexibility.
Legacy
Optional upgrade
Our most comprehensive level — an ongoing relationship with your estate planning team, including an annual strategy meeting with your attorney and help funding assets into your trust.
Not sure which level fits you? Tell us what has changed and we will tell you what your plan needs — or that it needs nothing at all.
Schedule a Complimentary Call