Client Care Program

Estate & Elder Law

Protect Your Family. Preserve Your Legacy

We Help You Take Care Of Your Family & Loved Ones. If you’re interested in learning more about our Client Care Program, please book your free 15-minute call with us today!

Asset 1olry

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).

Asset 2olry

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. You cannot keep your ship on course if you don’t regularly check its location, direction and final destination. Our estate plan review 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 a 25% discount on any document changes and new planning work that is implemented.

Asset 1olry2

DISCOUNTED ESTATE SETTLEMENT PROGRAM FEES

Our unique Estate Settlement Program will be available to your family and loved ones at a 15% discount off our fees in effect at your death.

Asset 5Oleary-Bill2

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.

Asset 1oleary

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.

Asset 1oleary5

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.

Asset 3olry

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

We offer a 15-minute complimentary call with one of our team members to get to know you and your situation.

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.