Continuing Client Coordination Program (C3)

[vc_row row_type=”row_fullwidth_content”][vc_column width=”2/3″][vc_column_text]

We’re excited to offer our C3 Program that allows our organization to ensure our clients have current, easy access to all of their legal documents and special discounts to our services year-round. Your legal documents are living instruments that require review and revisions based on life changes. Our C3 Program includes:

  • One free update per year to the Durable Power of Attorney, Health Care Proxy, and HIPAA Release
  • First year is FREE! Annual fee will be fixed to initial sign up amount with automatic renewal
  • Hour long Annual Document Review to ensure everything is current
  • 20% discount on future updates or drafts of Wills and Trusts
  • Priority scheduling for meetings with your attorney
  • 20% discount on any fees for meetings outside the scope of updating your drafted documents
  • Ladimer CLIO app account with your legal documents for 24/7/365 portable access
  • Access to Ladimer Law workshops and webinars

Continuing Client Coordination Trust Funding Program

Making all the document and record changes to complete your trust can be a daunting task. Our Trust Funding Program, provides you white-gloved services to ensure your Trust is completed in a timely manner. Our Trust Funding Program includes:

  • Personalized Assistance for one year from date of documents
  • 20% discount on future trust funding assistance
  • Completion of:
  • Transfer-On-Death (TOD) Forms
  • Beneficiary designation forms
  • Change of ownership forms
  • Coordination with financial adviser and/or tax adviser for all necessary changes
  • Accompany client to their bank (15 mile radius from office) to complete required forms

[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_cta h2=”Get Started With Our C3 Program” txt_align=”center” add_button=”bottom” btn_title=”Contact Us” btn_color=”danger” btn_align=”center” btn_link=”url:mailto%3Aadmin%40ladimerlaw.com%3Fsubject%3DI’m%20interested%20in%20the%20CCC%20program|||”][/vc_cta][/vc_column][/vc_row]