Client Plus Plan

When was the last time that you updated your estate planning documents?  Do you feel confident that your documents say what you want?  Do you hesitate to call your attorney to change whom you named as guardian of your child in your Will because you are worried how much it will cost?  Have you ever wanted to call your attorney to ask a question about your estate plan, but did not because your attorney would charge you for the call?

Join our Client Plus Plan™ and your worries will disappear.

For a reasonable annual fee - about the cost of one hour of our partner's time - our estate planning clients sleep soundly at night knowing that we are at their beck and call.  As a member of our Client Plus Plan™, we will make changes to your documents as often as you reasonably desire all year long - for no additional fee.  We gladly will answer your phone calls with questions about your documents - at no charge.  We will prepare Durable Powers of Attorney not just for our members, but also for your adult children who live in Florida - at no additional cost to you, or your adult children. 

We encourage our Client Plus Plan™ members to meet with us every two years so we may go over your estate plan with you to make sure you remember what it says, and that it says what you want.  We invite our Client Plus Plan™ members to special events to keep you educated and informed about subjects important to you and your loved ones.  We update our Client Plus Plan™ members' documents to reflect changes in Florida law, such as the drastic revision to the Florida Durable Power of Attorney statute effective October 1, 2011. 

Our Client Plus Plan™ members understand that there are many reasons to update your estate planning documents.  Laws change.  Children get older.  Relatives and friends move into and out of close positions in your life.  We want your estate plan to succeed.  Our Client Plus Plan™ is our formal plan to update your documents on a regular basis, to make sure your documents will protect you when you need them the most. 

Give us a call.  We are here to help. 

Fine Print:  If we created your Will, Revocable Living Trust, Durable Power of Attorney, Health Care Surrogate, Living Will, Pre-Need Guardianship, or Disposition of Human Remains, we would like to invite you to become a member of our Client Plus Plan™.  Not every document we prepare is included in the Client Plus Plan™, such as irrevocable trusts, pre or post-nuptial agreements, and personal services contracts.  When you join, we will be very clear what is, and is not, included.  Our goal always is to be very transparent about what you may expect from us and what we expect from you.  Client Plus Plan™ services and fees likely will change from time to time over the life of your estate plan.  These changes often reflect things we learn from our clients and are made to serve our clients in a more effective manner.