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Law Mother Client Care Program

An annual membership that gives you ongoing peace of mind that your Estate Plan will take care of your family when it matters most. Estate planning is NOT an event, it is a process. We have developed a unique system to help you simplify, providing a smoother overall process.

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Everyone breathes a sigh of relief when their Estate Plan is done.

But as time passes, things change.

Tax Laws

Tax law changes have a significant impact on your Estate Plan. This can be detailed and tedious territory, but you need someone who knows the changes and what they mean for you.

Family Circumstances

Marriage, divorce, and children growing up are simply a part of life. The last thing you want is an out-of-date Estate Plan that doesn’t reflect your current circumstances.

New Assets

Real estate purchases, refinances, different forms of wealth, and new assets shouldn’t get left out when your Estate Plan ages.

Priorities

The way you want to distribute your wealth now may not be the same as it was 10 years ago. Sometimes priorities change, and it’s important to make sure your wishes are carried out exactly the way you want.

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As life changes, you deserve to stay confident in your Estate Plan.

What's included in the Client Care Program?

Annual Estate Plan Update
  • Ensure that your plan is always up-to-date. This includes “Word processing” amendments to your estate planning documents through an annual update. ($2,000+ value)
Asset Tracking and On-going Funding Guidance
  • An updated asset inventory is critical for your loved ones. We will make sure your asset inventory is updated annually and provide on-going guidance with funding of new assets acquired during the year or funding additional assets. ($5,000+ value)
Complimentary Annual Refresh of Durable Power of Attorney
  • Financial institutions might be difficult to deal with if a power of attorney is more than 2 years old. We’ll keep your document up-to-date every year ($250 value)
Complimentary Secure Online Client Vault
  • Enjoy secure online access to all your estate planning documents 24/7. ($390 value)
Family Meeting with Adult Children over zoom
  • A team member will facilitate a family meeting with your adult children to ensure they understand your plan. ($250 value)
"What if" meeting with Trustees, POAs, Fiduciaries, Advisors, and Guardians over Zoom
  • A team member will facilitate a meeting with your trustees, POAs, Financial Advisors, CPAs, Fiduciaries and Guardians to understand your plan and what ifs. ($250 value)
Access to the team
  • Got a quick question? Free phone call with our staff and paralegals who are supervised by an attorney. ($2,000 + value)
10% off (up to $2000)
  • You have a plan in place; now it’s time to get your family members and trusted friends affairs in order.
Successor Trustee Manual
  • We will provide your Successor Trustee with the essential instructions for navigating the Administration process. ($250 value)
What is the cost of the Client Care Program?
  • $695 annual fee (if you sign up during open enrollment or during your family wealth planning session. Fee is $1,000 if sign up outside those time periods)
Enroll Now

We know how important it is to feel supported beyond the signing of your Estate Plan.

At Law Mother we make sure your Estate Plan is done and done right. We do this because a solid Estate Plan shows your family you love them when they need it most.

But life changes all the time. The last thing we want is for our clients to have that nagging worry that something just “isn’t quite right” in their Estate Plan.

When you’re a Client Care Program member, you don’t have to stay up at night worrying about your Estate Plan. Our dedicated staff monitors your Estate Plan and law changes to make sure it works the way you want.

Enroll Now

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