Client Care Program
Estate & Elder Law
Protect Your Family. Preserve Your Legacy
We Take Care of Your Family When It’s Needed Most
If you’re interested in learning more about our Client Care Program, please book your free 15-minute call with us today!
CLIENT CARE PROGRAM Coordinator
Hello. I am Cindy Kostenski, Client Care Program Coordinator at Legacy Planning Law Group. I am passionate about our Client Care Program because it allows Team Legacy to help our clients continue to achieve their goals as they move through life. Our Client Care Program is what sets us apart from most other law firms that show clients the door after they sign their planning documents and wish them good luck in the future. That is a recipe for failure. Your family and loved ones are important to you. You hope they are taken care of after you die or become disabled. It is a priceless gift. But of course, we don't know when you will die or become disabled. And you’re not sure how to protect your family or where to get started. We are here to help. That’s what we do. Our unique Client Care Program is the perfect solution to making sure your estate plan works when it matters most, at some unknown time in the future when you die or become incapacitated. Learn more about the benefits of our Client Care Program below!
ONGOING ACCESS AND COMMUNICATION
Our team members are available to answer your questions or concerns. Reasonable access and communication is available during regular working hours by phone, email or in-person as appropriate, all without fear of getting a bill. We strive for 24-hour response time (except weekends and holidays).
ESTATE PLANNING DOCUMENTS UPDATED
Estate planning is a process, not a transaction. Our firm regularly monitors your estate plan. The only way to ensure that your plan carries out your wishes is to realize there will be changes in your life and the law. Our updating program will make sure that your plan stays current and consistent with your goals when changes occur. You will have peace of mind knowing that your plan is up-to-date. Client Care Program members receive free word processing changes, a 50% discount on amendments and restatements, and a 25% discount on any new planning work or other legal work that is implemented.
DISCOUNTED ESTATE SETTLEMENT PROGRAM FEES
Our unique Estate Settlement Program will be available to your family and loved ones at a 25% discount off our fees in effect at your death.
ASSET ALIGNMENT
Your assets are aligned with your trust when the estate plan is executed. After that, we regularly review ownership of your assets and provide you with an annual report to ensure that your assets are properly aligned with your trust, which includes either funding assets into your trust or aligning beneficiary designations with your trust. These reviews can be coordinated with your financial advisor.
FAMILY MEETING
The Family Meeting is an opportunity for you to meet with your trusted family members and advisors and explain your plan. You are able to tell your family the how and why of your plan. This provides a forum to address questions and discuss any potential issues. This allows you to set expectations among the next generation which leads to family harmony.
CLIENT EDUCATIONAL OPPORTUNITIES
Complimentary workshops on estate and elder planning topics are offered to keep you informed on the latest legal updates. We encourage your family members to attend too. We provide eNewsletters and blogs on topics of interest. We also offer complimentary consultations with your successor trustees to educate them on their duties.
AND MORE
Digital Asset Planning – Complimentary subscription to a cloud-based digital asset management platform which maintains a list of your digital assets and assigns directions for how you want those assets handled after you die or become incapacitated
Cloud Access to Estate Planning Documents – Complimentary subscription to our proprietary client portal for cloud storage of your estate planning documents. Your family is given 24/7 access to your important documents. You also get a healthcare directive ID card.
Counsel You on Other Legal Matters – If you have another type of legal matter, we will find another attorney who specializes in that area of law.
Collaboration with Your Trusted Professional Advisors – Collaboration with your professional advisors to integrate your estate plan with your life so everyone is working together as a team with the mutual goals of taking care of your family.
START PROTECTING YOUR LEGACY TODAY
Book Your Call
If you are committed to solving your planning needs and want to work with our skilled and experienced team, the first step to get started is booking your 15 minute phone call.
Explore Your Planning Needs
During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.
Schedule Your In-Person Consultation
At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.