Client Care Program

The Family Estate & Legacy Client Care Program Essential and Elite Services to Keep Your Plans Up-to-Date

Life is a dynamic process, and your estate plan needs to adjust periodically to keep up.

For all plans other than our Basic Plan, Evans Legacy Law Group offers  a one-year complimentary membership in the Family Estate & Legacy Client Care Program™. The Client Care Program ensures that your revocable trust and ancillary documents, including your durable financial power of attorney, will, health care power of attorney and living will, are up-to-date and ready when you and your family need them.

Many estate planning attorneys simply prepare documents and send you out the door. At Evans Legacy Law Group, we want to ensure that your plans will continue to meet your needs as laws change and family situations evolve. If any documents need amending–or if you just want someone to assure you that your plans are still good to go—you don’t have to start from scratch. Our Client Care Program has you covered.

You Will Be Ready For:

Legal Updates—State and federal laws that affect your will, trust, investments and retirement accounts change constantly. Unless you follow developments in legislation and court cases, you won’t know when a change in the law affects your plan or offers new opportunities to improve your position. Our team monitors these developments to ensure your plan still meets your needs as efficiently as possible.

Changes in Family Circumstances—Family dynamics change all the time. Without timely updates, loved ones could be left out of your plan. If you want to add beneficiaries or change the percentage allocated to loved ones, our team can make those amendments and you won’t have to worry about hourly legal fees.

Aligning New Assets—Funding your trust is not a “one and done” process. When you open a new account or make certain changes, you need to act to ensure the assets are aligned correctly. We can explain in detail what you need to do or assist directly with the transfer.

Accessing Key Documents Quickly and Easily—Client Care Program members receive a custom Client Portal that can be accessed 24/7. This provides easy access to critical legal documents including your revocable living trust, will, durable financial power of attorney, health care power of attorney, and living will. If an emergency requires a sudden trip to the hospital, you or a loved one can download critical documents right from the Portal. You can also upload prepaid funeral arrangements and instructions and send messages to your legal team securely through your Client Portal.

Staying Informed—We provide Client Care Program members with a variety of tools to keep informed about legal changes and evolving techniques to get the most from your resources. Our team regularly conducts workshops that are free for members of the Client Care Program and their guests. We also provide free access to books, podcasts, and webinars with estate planning tips and insight.

Two Levels of Care

We offer two tiers of service to our Client Care Program members. All estate planning clients receive a complimentary one-year membership in the Essential Client Care Program™. This program includes:

Legal Updates to:

  • Durable Power of Attorney
  • Health Care Surrogate
  • Living Will
  • Pre-Need Guardian Designation

Simple Amendments to Your Revocable Living Trust

  • Changes to trustees, executors, beneficiaries, or successors
  • Additions of specific bequests
  • Adjustments of percentages among beneficiariesOngoing Services
  • Assistance with asset alignment
  • Help from an estate planning support team available to answer questions or address concerns
  • Educational programs and workshops
  • Client Portal with 24/7 access to documents
  • Access to resources with information on in-depth estate planning strategies
  • Year-end updates on changes to applicable federal and state tax and estate laws

You’ve invested significant time, effort, and money to develop your estate plan, so you don’t want to let the plan become obsolete. With the Client Care Program, your plans will continue to provide the right services to achieve your goals.

Once your complimentary membership expires, renewal of the Essential Client Care Program is $425 for a single client or $525 for a married couple.

For clients who want more, we offer the Elite Client Care Program™. Clients who enroll in this augmented program receive all the services provided in our Essential Client Care Program with a more personalized level of service.

With the Elite Client Care Program, our estate planning team will provide a complete audit of your estate plan as well as a thorough audit of assets to determine that they are aligned correctly to meet plan objectives. An Attorney and Funding Specialist will review the details and make recommendations during an annual conference.

You may choose whether to hold a conference in person or via video, and your loved ones are always welcome to attend the meeting with you. The conference provides a critical opportunity to assess the need for adjustments, anticipate developments that could arise in the near future, or discuss new ideas such as charitable bequests or funding options for long-term care.

The Elite Client Care Program with an included consultation is particularly helpful for clients facing changes such as:

  • Sale of a family business
  • Acquisition of new real estate
  • Changes in health affecting you, your beneficiaries, or your trustees
  • Divorce or blended family arrangements
  • Retirement
  • Inheritance
  • Provision of support for a loved one

The annual fee for Elite Client Care membership is $895 for a single client and $995 for married clients. Clients who upgrade their revocable trust to the Transformational Plan receive a complimentary one-year membership in the Elite Client Care Program.

Protect Your Family and Your Investment

Failing to make adjustments in your estate plan can lead to a host of unwanted consequences. You can avoid potential problems and worry by enrolling in the Evans Family Estate & Legacy Client Care Program™. We offer two plan levels to provide just the right services you need to remain prepared for whatever life brings.

If you’d like to learn more about the Client Care Program and the ways our team can protect your family, we’d be happy to talk to you.