Our legacy membership service
Our Mission at the ElderCare Law Firm is to take care of our clients as they go through the aging process. For us, it is about a relationship with our clients. When you receive planning through our firm, we see you as part of our client family and are here to take care of you to the end. One of the ways we fulfill our mission is through our Legacy Membership Service.
what is the value of Our Legacy Membership Program to you?
- Keep your plan up-to-date and your affairs in order over time
- Receive the legal support you need for all aspects of your life
- Save money with covered legal services you can access any time
- Enjoy the peace of mind and sense of order and control your plan is desiged to provide
- Have your health care documents available anytime anywhere
Our Legacy Membership Service
Here is what the Legacy Membership includes:
- Annual Client Meetings.
At the heart of our membership service is the annual client meeting. This is a powerful way for you to make sure everything is in order with your planning. At this meeting, we update your asset list, assess any changes that may have taken place in your life or planning objectives, identify loose ends that may need to be tied up, consider changes in the law that affect your plan, and design any amendments you may need to your documents. - Document Amendments.
Under our membership service, most changes you may need to your documents are covered. This is a great value because just about any amendment would normally cost you more than the annual cost of your membership. - Telephone Access.
We encourage you to call us any time we can be of help in any legal issue you may be facing. We can provide guidance regarding your plan and most any other legal issue. Where we cannot personally help, we will provide you referrals to other trusted and qualified sources. - Funding Assistance.
One of the biggest problems we see is clients not keeping their assets properly titled to work with their plan. This leads to surprises in who gets your assets after you die and expensive legal processes like probate. As a member, you can obtain free guidance from us, as needed, to make sure your assets are titled or designated correctly in relation to your plan. - Free DocuBank Membership.
We take health care planning very seriously. For more information about that, Click Here. One of the most important aspects of good healthcare planning is having your health care documents easily accessible in a time of crisis. As a Legacy Member, you receive a free DocuBank Membership that allows you or a care provider to gain access to your health care documents 24 hours a day, 7 days a week, no matter where you are in the world. For more information, visit Docubank.com. - Free Post-Death Meeting.
After a clients death, we provide our Members (or their families) a free post-death meeting to discuss the plan and the settlement process. At this meeting, we review the key aspects of the trust, review the assets and provide direction as to what needs to be done with them in relation to the plan, and provide you with a checklist to guide you through the settlement process. Everyone who participates in this meeting finds it extremely beneficial.
If you find value in having a relationship like this with the law firm that does your planning, you are in the right place. Contact us today to get started with your planning.
At The ElderCare Law Firm Inc., we focus on helping families enhance their lives today and secure their futures for tomorrow. We excel at guiding seniors, their children, and their families through the often confusing maze of financial and legal decisions they face.
We have carefully designed a special process to give you the best planning experience while making sure we cover all the issues that affect you and your family. Your involvement in that process will primarily consist of four meetings: Vision, Design, Delivery, and Funding Follow-Up.