Client Care Program Features Overview
Features & Services
Without
Client Care With
Client Care
Client Care With
Client Care
Phone calls and emails with paralegals and staff
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Meeting w/ Successor Trustee(s) After your Incapacity/Death
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Paralegal Review Meeting
*
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Estate Plan Amendments
$1,200Single$1,500Married
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Phone Calls and Meetings with a Paralegal
$300 / hour
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Digital Storage Lockbox 24/7/365 access to your important Estate Plan & legal documents online
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Emergency Medical Information Card 24/7/365 access to your important healthcare documents online
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AssetTrack® Report
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Client Care Concierge Support
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Client Care University (CCU) Access
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Exclusive Monthly E-Newsletter
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Quarterly Client Care Workshops Plus access to recordings of all previous workshops on CCU
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Exclusive CCP Facebook Group access
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Successor Trustee Manual
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Annual Estate Plan Summary
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Update your Durable Powers of Attorney Every other Year
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Notary Services for ANY Legal Document
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Annual Summary of Law Changes Affecting your Estate Plan
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15% discount on Additional Legal Services
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Peace of Mind Knowing your Estate Plan will Stay Up-to-Date
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* Some changes may require an attorney meeting, billed at $300/hour
2024 Client Care Program Annual Membership Rates