Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings to our clients to keep their estate plans current.
These periodic reviews are sufficient for some clients, but many experience more frequent life and family changes (births, adoptions, marriages, divorces, deaths, disability, etc.) that create a need to update their estate plan. When clients do come in for an estate plan review meeting, they often have minor updates or new concerns to look after. Those changes and costs can add up over the years. To make this review process even easier and more cost-effective for our clients, we created our Client Care Program. This optional program gives clients the opportunity to make their estate plan easier to maintain for a reasonable annual flat fee. It also provides them the reassurance that their estate plan will be current and work the way they want it to when it is needed most.
How many times have you thought about coming in to address a family change or a new concern but you were afraid of what it might cost? With our Client Care Program, the majority of the changes you may need to make are covered with an affordable annual flat fee!
Our Client Care Program is also designed to keep you informed about various estate planning matters and changes through an annual meeting, quarterly newsletters and regular seminars. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
For more information about the services and benefits offered in our Client Care Program, please call us today for a free informational package at <%= phone %>.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837