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.
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Everyone breathes a sigh of relief when their Estate Plan is done...
But, as time passes - things change
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 keep our clients estate plans current.
Tax laws
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.
Family Circumstances
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 The last thing you want is an out-of-date Estate Plan that doesn’t reflect your current circumstances.
New Assets & Priorities
The way you want to distribute your wealth now may not be the same as it was 10 years ago. Priorities change, so it’s important to ensure your wishes are carried out the way you want.
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
We Prefer to keep things 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.
We'll Monitor Your Plan
We keep an eye on law changes that will impact your Estate Plan and make updates when needed.
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.
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 one affordable annual fee.
- When you purchase 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.
Client Care: Membership Pricing
You’ll be pleased to learn that this program includes a number of valuable services and substantial discounts
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? You can always call our office to get an Attorney Review of your plan. In many cases, we will be able to restate your plan and you too can begin enjoying the program benefits the same day.
couples
Annual Membership
Includes Over 17+ Benefits Total-
Digital Storage Lockbox
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24 Hour Access
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Asset Track Access
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Client Care University
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Successor Trustee Manual
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Calls with Staff
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Program Concierge
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Communicate w/ Attorneys
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Annual Plan Summary
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Free Notary Services
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Exclusive Monthly Newsletter
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Update Your POA / DPA
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Amendments to Estate Plan
-
Special Quarterly Seminars
-
Beneficiary Names & %'s
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Agents on Healthcare POA
-
Change Executors, Trustees
individuals
Annual Membership
Includes Over 17+ Benefits Total-
Digital Storage Lockbox
-
24 Hour Access
-
Asset Track Access
-
Client Care University
-
Successor Trustee Manual
-
Calls with Staff
-
Program Concierge
-
Communicate w/ Attorneys
-
Annual Plan Summary
-
Free Notary Services
-
Exclusive Monthly Newsletter
-
Update Your POA / DPA
-
Amendments to Estate Plan
-
Special Quarterly Seminars
-
Beneficiary Names & %'s
-
Agents on Healthcare POA
-
Change Executors, Trustees