Our Client Care Program
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents…but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings to our clients to keep their estate plans current.
These periodic reviews are sufficient for a handful of clients, but many experience more frequent life and family changes (births, adoptions, marriages, divorces, deaths, disability, etc.) that create a need to update their estate plan. When clients do come in for an estate plan review meeting, they often have updates or new concerns to look after and those changes and costs can add up over the years. To make this review process easier and more cost-effective for our clients, we created our Client Care Program. This optional program gives clients the opportunity to make their estate plan easier to maintain for a reasonable annual flat fee. It also provides them the reassurance that their estate plan will be current and work the way they want it to when it is needed most.
How many times have you thought about coming in to address a family change or a new concern but you were afraid of what it might cost? With our Client Care Program, the majority of the changes you may need to make are covered with an affordable annual flat fee! You will be guaranteed fast access to return phone calls, email responses and appointments. Our goal will be to return your phone call or email response within 24-48 hours or the next business day if your call comes on a weekend. In emergency situations, this will be modified to ensure your emergency needs are met. We will also make any clerical changes (including address changes, fiduciary changes or births) to your documents for no additional fee.
Our Client Care Program is also designed to keep you informed about various estate planning matters and changes in the law through this annual meeting. We will meet with you, your family or your Power of Attorney at your convenience to review your estate planning documents and make any recommendations regarding changes to your assets or beneficiary designations to ensure that your estate planning goals remain appropriate. This also allows us to assess care developments, maintain a relationship and build trust with those included in your planning and ensure that we are adequately aware of your current needs. This can be essential to ensure that as your needs change, your goals remain attainable, and your assets remain protected. This annual meeting also extends to your Executor in the year of your passing to review what needs to be done to settle your estate or transfer assets.
Please note that new plans, such as Medicaid Asset Protection Plans, new Wills with a different distribution pattern, probate or administration services or legal representation outside the scope of Estate Planning is not covered by this program fee, however, advice including phone calls and emails relating to whether or not you may need those additional services is included.
For more information about the services and benefits offered in our Client Care Program, please call our office at (662)-597-2294.
FREE Consultations Available
Call 662-597-2294 or Visit 508 4th Street South
