Estate planning and elder law planning is not a “one and done” proposition. As our lives change through marriage, divorce, having children, aging, or a diagnosis of chronic illness, it is important that our legal planning stays up to date. Changes in our financial situation and to the law itself must be taken into account as well.
We always strive to help keep our clients’ legal plans up to date and on the cutting edge of any planning opportunities. We do this through our Client Care Program. Members of our Client Care Program and Life Care Program receive information and advice annually, so that their legal planning continues to meet their goals today and into the future.
Our Client Care Program (CCP) and Life Care Program (LCP) are on-going services designed to maintain a comprehensive, effective legal plan for each member of The Elder Care Firm family. We believe the optimal review and refinement schedule is an annual cycle. The Client Care Program is for clients who have executed an estate plan versus the Life Care Program, which is for clients who are in a long-term care situation where governmental benefits are needed.
We believe an annual review is absolutely necessary for each and every family’s legal plan. It’s too easy for changes in the law, a family’s situation, or how an asset is titled to affect the efficiency and purpose of a legal plan. We commit to an annual review either in-person or by conference call to touch base and review your family’s legal plan.
Members of the CCP/LCP will receive updates, as necessary, of their legal documents at no additional cost.
Members of the CCP/LCP, their advisors and immediate family may contact The Elder Care Firm and support staff, as needed, to ask questions related to the member’s legal plan at no additional cost.
Copies of any and all executed legal documents created for CCP/LCP members may be requested and will be provided at no charge.
For our Life Care Program clients, we will work with them and any governmental agencies to help continue any governmental benefits our clients may be entitled to.