We are committed to providing you with the best possible service for maintaining your Estate Plan at the lowest possible overall cost to you and your loved ones which is why we launched our Client Care Program for our clients.

Your Client Care Program keeps your plan
evergreen and provides you with the following
complimentary benefits:

 

  1.  Priority access to our office, including the attorneys and team
    members.

  2.  Ongoing reasonable telephone conferences, emails & meetings with you and your other advisors to discuss your estate plan and funding issues at no additional charge to you.

  3.  Free annual reviews of your estate plan and your assets with
    a team member and discussion of desired updates. Includes free
    annual “audits” of your assets to ensure proper titling and
    beneficiary designations consistent with your estate plan design.

  4.  Medical Emergency Wallet ID Card with immediate access to
    your Advance Health Care Directives anywhere in the world 24
    hours per day, 365 days per year.

  5.  Digital Safe Deposit Box for your signed estate planning documents through our exclusive secure online Member Portal.

  6.  Unlimited free updates to your supporting incapacity documents (i.e. powers of attorney and medical directives, burial/cremation instructions, etc.) as requested.

  7.  Discounted flat fees for updates to your succession documents (i.e. your Will or Trust).

  8.  Organized storage of your original signed estate planning documents in an Estate Planning binder for your convenience.

  9.  Ongoing guidance and assistance with the funding of your living trust (if applicable). It is your responsibility to notify our office of changes in your assets.

  10.  Complimentary financial & medical powers of attorney for your young adult children who are Florida residents prior to their 25th birthday.

  11.  Complimentary notary services.

  12.  Complimentary review/explanation of your estate plan with your family members or successor trustees/agents upon your death or disability.

 

EXCLUSIVE offer for My Pink Lawyer® Estate Planning Clients!

 

$150 enrollment fee

(waived for new clients) 

$39 monthly

 

Ready to keep your Estate Planning evergreen? Call our office at (850) 439-1191 to get started!