Full Asset Titling and Funding Support
You don’t have to handle bank forms or asset retitling by yourself. Our dedicated team is by your side to help with the paperwork and answer questions as they come up.
THE CLIENT CARE PROGRAM
You’ve built your estate plan.
So, what next?
Your plan works best when it’s kept current, funded, and ready for the people you love.
Client Care Program
Your estate plan, supported every step of the way.
Life changes, and your estate plan should keep pace — our Client Care Program provides ongoing attorney access, periodic plan reviews, and personalized guidance so your Family Succession Plan always reflects your current wishes.
From welcoming a new family member to updating your healthcare directives, we are here to help you stay empowered and confident in the plan you have built for the people you love.
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Personalized estate planning tools crafted to Florida law and your family's unique circumstances
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Flat-fee transparency so you always know what to expect — no surprises, no hourly billing
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Ongoing attorney support to keep your estate plan current as your life and family evolve
Client Care Program
Your estate plan, supported every step of the way.
Scheduling a consultation is straightforward, and our team is here to guide you through every stage of your planning journey with warmth, clarity, and confidence.
Your Estate Plan, Cared For Year After Year
Life changes — and your estate plan should keep pace with the people and priorities that matter most to you.
Coordinated Planning, Every Step of the Way
The Client Care Program works alongside our healthcare planning, special needs planning, and estate planning services to keep your family's plan current, complete, and always working for you.
Stay Informed & Supported
Our Client Care Program keeps you connected through educational resources, planning reminders, and personalized attorney support.
Your Estate Plan, Thoughtfully Maintained
Our Client Care Program ensures your estate plan grows alongside your family, keeping your wishes current and your loved ones protected.
Personalized Legal Consultations
Our Client Care Program offers dedicated attorney access for families navigating complex estate or special needs planning situations.
Our Dedicated Team
Our knowledgeable team is trained to guide every family through empowered planning with genuine care and personalized attention.
Client Care
Our Care Program
Special Needs Planning Support
Our Client Care Program provides ongoing guidance for families protecting loved ones with special needs, ensuring their estate plan remains current and their future remains secure.
Personalized Family Succession Plans
Each Family Succession Plan is tailored to your household's unique circumstances, helping you protect loved ones from probate, legal fees, and avoidable family disputes.
Florida Estate Planning Reviews
Life changes, and so should your estate plan. Our Client Care Program includes regular plan reviews to keep your Florida estate plan aligned with your family's evolving needs.
Finishing your estate planning documents is a major milestone. It also brings a common question: “What do I do now?”
Retitling accounts, moving assets into your trust, and keeping your plan updated as life changes can feel like a lonely, complicated process.
We don’t believe in handing you a beautiful legal binder and leaving you to figure out the rest on your own.
The Client Care Program (CCP) turns post-planning maintenance into a fully supported, concierge-style experience. You get dedicated staff, legal guidance, and ongoing resources to help make sure your plan is set up correctly and working the way your family needs it to.
“We stay by your side, so you never have to face it alone.”
MEMBER BENEFITS
What True Peace of Mind Looks Like
Instead of worrying about hidden costs or handling banks and paperwork alone, members get a continuous relationship with our firm.
Unlimited Administrative Updates
Life changes, and your documents should too. Minor edits to contact information, addresses, and beneficiary designations are included, a savings of $250 per update compared with non-members.
Your Annual Formal Review
Meet with a member of our firm once a year to review your goals and make sure your plan reflects your life today. A $150 value, included automatically.
Priority Concierge Scheduling
Skip the wait with exclusive calendar blocks reserved for CCP members, so follow-ups happen faster.
Significant Legal Savings
If life throws you a curveball and you need major legal work or structural amendments down the road, you automatically receive a 25% discount.
Waived Document and Notary Fees
Need extra printed copies of your plan or a quick document notarized? Standard printing and notary fees are waived.
Exclusive Proactive Insights
Stay informed with private access to our monthly client e-blog, featuring attorney-led legal insights, tips, and timely reminders.
ELIGIBILITY
Who Is the Program For?
The Client Care Program is designed for every client who wants an active, well-maintained plan.
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First-Time Clients
Opt in to the program during your initial consultation. By bundling your first year into your initial retainer, you instantly unlock a $99 discount.
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Returning Clients
Already completed your initial planning with us? Enroll at any time to restart hands-on support and lock in these savings.
SIMPLE, TRANSPARENT PRICING
Membership Options
Client Care Program
| Membership | First-Time Client Bundle Year 1 savings included |
Standard Annual Renewal moving forward |
|---|---|---|
| Individual Plan | $400 (saves $99) | $499 per year |
| Couple or Joint Plan | $600 (saves $99) | $699 per year |
Your one-year membership term and benefits begin once your initial estate plan is fully signed and completed.
Frequently Asked Questions
What is included in the Client Care Program?
Members get asset titling and funding support, unlimited minor updates, an annual review, priority scheduling, discounts on major legal work, waived printing and notary fees, and our monthly client e-blog.
How much does the Client Care Program cost?
For first-time clients, the first year is $400 for an individual or $600 for a couple, with a $99 savings when bundled with your initial plan. After that, renewal is $499 per year for an individual or $699 per year for a couple.
When does my membership begin?
Your one-year term begins once your initial estate plan is fully signed and completed.
I’m already a client. Can I join?
Yes. Returning clients can enroll at any time.
What if I choose not to join?
You’re always welcome to ask for help. Services for non-members are billed at our standard à la carte flat rates.
GET STARTED
Ready to Talk It Through?
New or returning client, we’d love to help you keep your family’s plan current.