Everyone breathes a sigh of relief when their Estate Plan is done.
But as time passes, things change.
Tax law changes have a significant impact on your Estate Plan. This can be detailed and tedious territory, but you need someone who knows the changes and what they mean for you.
Marriage, divorce, and children growing up are simply a part of life. The last thing you want is an out-of-date Estate Plan that doesn’t reflect your current circumstances.
Real estate purchases, refinances, different forms of wealth, and new assets shouldn’t get left out when your Estate Plan ages.
The way you want to distribute your wealth now may not be the same as it was 10 years ago. Sometimes priorities change, and it’s important to make sure your wishes are carried out exactly the way you want.
As life changes, you deserve to stay confident in your Estate Plan.
What's included in the Client Care Program?
Digital Storage Lockbox
Store your Estate Plan and other important documents. They’ll be easy to access when you need them. No more need to lug around a Living Trust binder!
Emergency Medical Card
Have 24-hour access to your healthcare documents. Anytime and anywhere you need them, they’ll be readily accessible.
Successor Trustee Manual
Provide your Successor Trustee with the essential instructions for navigating the Administration process. Manual is provided at the first annual renewal of membership.
Access the Team
Got a quick question? Free phone calls with our staff and paralegals.
Have an attorney level question? Free phone calls, emails or letters with an attorney.
Free Estate Plan Amendments
Laws and circumstances change all the time. But keeping your Estate Plan up to date to keep up with these changes won’t cost you extra.
Keeping track of assets has never been easier. Now your Successor Trustees will be able to know where to look for assets making administration a breeze.
Updated Durable Powers of Attorney
We offer a free update to your Financial Durable Power of Attorney every other year. Keep these documents current to avoid problems with financial institutions.
Client Care Program Concierge
When you want to make one call and “have it taken care of,” call your concierge!
Exclusive Quarterly Seminars
Gain expertise and learn how to make the best decisions for your Estate Plan with topics like:
● Sr. Property Tax Exemption
● Alzheimer’s / Care Giver Support
● Income Tax Planning
We know how important it is to feel supported beyond the signing of your Estate Plan.
At Moulton Law Offices we make sure your Estate Plan is done and done right. We do this because a solid Estate Plan shows your family you love them when they need it most.
But life changes all the time. The last thing we want is for our clients to have that nagging worry that something just “isn’t quite right” in their Estate Plan.
When you’re a Client Care Program member, you don’t have to stay up at night worrying about your Estate Plan. Our dedicated staff monitors your Estate Plan and law changes to make sure it works the way you want.
Client Care Program Outline
Let's keep this simple.
Renew your membership
At the end of the year you’ll receive a renewal letter with your Estate Plan packet. You can send a check, pay over the phone or online.
Let us continue monitoring your Estate Plan
We keep an eye on law changes that will impact your Estate Plan and make updates when needed.
Have ongoing peace of mind
You can rest easy knowing that your Estate Plan was done right in the first place, and will stay done right moving forward. When the time comes, it will work the way you want.
How many times have you thought about coming in to address a family change, or a new concern – but you were afraid of what it might cost?
With our Client Care Program, the majority of the changes you need to make are covered with an affordable annual flat fee.
When you get a new Living Trust Estate Plan, you receive a one-year membership to the Client Care Program for free!
After one year you have the option to renew for the remainder of that year at a pro-rated price.
Moulton Law Offices Client Care Program
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings to our clients to keep their estate plans current.
Our Client Care Program is designed to keep you informed about various estate planning matters and changes through concierge access, quarterly newsletters and regular seminars. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work. The Client Care Program is included for free for one year with all new Living Trust Estate Plans.
Whats Included in Our Client Care Program?
Substantial Savings for Program Members!
- A digital storage lockbox to store your estate plan and other important documents. No more need to carry your Living Trust Binder when you Travel.
- 24 Hour Access to your healthcare documents. The Emergency Card provides immediate access to your healthcare documents – anytime and anywhere they are needed.
- Asset Track Access.
- Membership in the Client Care University.
- Free Successor Trustee Manual upon 1st Annual Renewal of Membership.
- Free Phone Calls with Staff and Paralegals.
- Client Care Program Concierge. When you want to make one call ‘to have it taken care of’ call the Concierge.
- Free phone calls, e-mails or letters with an attorney regarding attorney level questions.
- Annual estate plan summary and “confirmation letter”.
- Free Notary Services for any legal document.
- Exclusive Monthly Newsletter.
- Free update of your Durable Power of Attorneys every other year.
- Free Amendments to Estate Plan to change:
- Beneficiary Names and Percentages
- Agents on Healthcare Power of Attorney and Property Power of Attorney
- Executors, Trustees or Guardian.
- Special Quarterly Seminars with special guest speakers. Past topics include:
- Sr. Property Tax Exemption
- Wine Sip & Learn
- Alzheimer’s / Care Giver Support
- Income Tax Planning
- AND MORE!
How many times have you thought about coming in to address a family change, or a new concern – but you were afraid of what it might cost? With our Client Care Program, the majority of the changes you may need to make are covered with an affordable annual flat fee.
Client Care (Married)
Client Care (Single)
You’ll be pleased to learn that this program includes a number of valuable services and substantial discounts on advanced work.
Our Client Care Program is designed to keep our Program members informed about various estate planning matters and changes through advanced access to our staff and attorneys, quarterly newsletters and regular seminars.
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Client Care Program members can rest assured that they can contact our office to discuss their questions and changes. In addition, we will reach out to all of our Client Care Program members when there is a law change that might impact their estate plan.
In addition, our Client Care Program members are raving about our Quarterly Seminars, access to their estate planning documents through our secure online portals, and the Emergency Card for access to healthcare documents. Our Client Care Program is free for a year with all new Living Trust Estate Plans. During this time we hope you will test us out, and we know that you will find out why our Client Care Program members consistently say that they are happy to be a member.
Have an older Estate Plan or are not on the Client Care Program? Call for an Attorney Review of your plan. Many times we will be able to restate your plan and you too can begin enjoying the program benefits today.