Estate Planning for Every Stage of Life

Client Care Plan – Included for Your First Year, Designed to Keep You Protected Long-Term

Every packaged service includes a full year of our Client Care Plan at no extra cost. This isn't just "customer support" – it's ongoing protection and priority access so your plan stays current as your life evolves.

What you get:

• Complimentary annual plan review consultation — We meet (virtually or in person) to confirm your plan still aligns with your family, assets, and wishes. Life changes? We catch them early.
• Priority scheduling & direct access to me — When questions arise or you need guidance fast, you skip the waitlist and reach me directly. High-value time savings for busy professionals and families.
• Discount on future updates & additional services — Save significantly when you need to add trusts, adjust guardians, retitle assets, or level up to more advanced planning.

Why clients renew year after year — The average client keeps their Client Care Plan active because it delivers peace of mind and real financial protection: catching small issues before they become big problems, saving thousands in rushed or emergency updates, and ensuring their loved ones are never left with an outdated plan.

Renewal is simple and flexible — After year one, continue the Client Care Plan for a modest annual fee. Most clients find the priority access, discount, and annual review alone more than cover the cost.

Your estate plan isn't "set it and forget it." With the Client Care Plan, you don't have to. You get a trusted partner who keeps it working for you, year after year.