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.
Everyone breathes a sigh of relief when their Estate Plan is done.
But as time passes, things change.
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.
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 The last thing you want is an out-of-date Estate Plan that doesn’t reflect your current circumstances.
Real estate purchases, refinances, different forms of wealth, and new assets shouldn’t get left out when your Estate Plan ages.
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.
As life changes, you deserve to stay confident in your Estate Plan.
What's included in the Client Care Program?
Annual Estate Plan Update
Asset Tracking and On-going Funding Guidance
Complimentary Annual Refresh of Durable Power of Attorney
Complimentary Secure Online Client Vault
Family Meeting with Adult Children over zoom
"What if" meeting with Trustees, POAs, Fiduciaries, Advisors, and Guardians over Zoom
Access to the team
10% off (up to $2000)
Successor Trustee Manual
What is the cost of the Client Care Program?
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.