Client Care Program: Ongoing Estate Planning Support

‍Three Flexible Tiers to Fit Your Family’s Needs

We offer a Client Care Program designed to provide long-term support for your estate plan. This program ensures you have ongoing access to expert guidance, document updates, and personalized consultations—so your plan stays current and effective as your life evolves.

Why Enroll in a Client Care Program?
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Estate planning isn’t a one-time task. Life events like marriage, the birth of a child, or acquiring new assets may require you to update your plan. Our Client Care Program offers a cost-effective way to ensure your documents—whether wills, trusts, or powers of attorney—remain compliant with Florida law and aligned with your current wishes.

Choose the Right Level of Support

We offer three tailored tiers, each providing a dependable level of service and support:

• Foundations Tier
  Perfect for individuals or couples with simple estate planning needs.
  Includes:
  
  
  
  • Annual document review
    
    
  • One plan update per year (e.g., change in beneficiaries or address)
    
    
  • One 30-minute consultation annually
    
    
  • Priority email response
    
    
• Essentials Tier
  Ideal for families with growing needs or evolving circumstances.
  Includes everything in Foundations, plus:
  
  
  
  • Up to two plan updates per year
    
    
  • One hour of attorney consultation annually
    
    
  • Asset review and funding support
    
    
  • Access to educational resources and client-only events
    
    
• Premier Tier
  Designed for clients with complex plans, business interests, or multistate assets.
  Includes everything in Essentials, plus:
  
  
  
  • Unlimited plan updates
    
    
  • Up to four consultations per year
    
    
  • Coordination with financial or tax advisors
    
    
  • Extended support for trust administration or incapacity planning
    
    

Pricing available upon request. Flat-rate annual plans ensure predictable costs with no hidden fees.

Your Plan, Evolving with You
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With Florida’s specific estate and probate laws, outdated documents can lead to unintended outcomes. Our Client Care Program helps you stay protected—minimizing risk, avoiding legal issues, and providing peace of mind.

Let’s Protect What Matters Most

A well-maintained estate plan is one of the best gifts you can give your family. Contact our office today to explore which Client Care Tier is right for you and ensure your plan continues to reflect your values, assets, and legacy.

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