We are very passionate about having estate plans that are up-to-date and current with our client’s wishes and goals. As life changes over time, estate plans tend to fall through the cracks. Many clients get such a sense of relief once it is done that they do not want to touch it again for a very long time. However, this isn’t always the best policy. We strive to stay in touch with our clients and be at the forefront of their minds when important events occur. Therefore, we created the Continuing Client Coordination Program (C3) for our clients. If you hired us in the past year, you already know about this program. If your plan with us is older than a year, then this is for you.
We have auto-enrolling all our clients as of July 1st into our C3 program. The first year is complimentary, so there is no action to be taken on your part. After the first year, there is a flat annual fee of $399 for the program. Below is an information sheet that outlines what is included in the program:
We found that the cost of updating estate planning documents has been a big objection to clients, but the expense of not updating them can be astronomical, so we want our clients to have updated Health Care Proxies, HIPAA releases, and Durable Powers of Attorney. Your choice of agents for these documents can change over time, and the laws can change over time. As you age, you never know when you will no longer be able to sign updated documents. At a minimum, you should look at them every year to remember who you put as your agents.
Furthermore, you should look at your Wills and Trust(s) every year. We are also discounting updates to these documents as well for our C3 clients because we want to encourage our clients to keep their documents current. We are also including a free annual review if you are enrolled in the C3 program. We’ve found that many people will schedule appointments and then not show up. We would rather save our time serving our clients than someone who is not ready. So, if you do not plan to continue with our C3 program, take advantage of the complementary annual review!
There is no need to act on your part for this program. However, if you would like to take advantage of the annual review or the updates to your documents, please do not hesitate to reach out to us to schedule a meeting. You can email us at email@example.com or call us at 508.532.8689.
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209 West Central Street
Natick, MA 01760
Ladimer Law specializes in estate planning. We protect our clients, their heirs, and their assets by listening closely, knowing the law, and executing estate plans that fit and evolve.