Our ClientCare Membership Program is part of what sets us apart and allows us to care for you and your family throughout all life’s stages.

At most estate planning law firms, the relationship ends when you sign your documents. At Family Legacy Legal Group, we see the signing of your estate planning documents as just the beginning of our relationship with your family. And, that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way as well.

MAKE SURE YOUR PLAN CHANGES WITH YOUR LIFE, YOUR ASSETS, AND THE LAW

Over time, your assets will change, your family will change, the law will change, and your life will change.

Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And, the cost of failing to update is typically far greater than keeping your plan current.

In addition, we ensure your assets are owned in the right way throughout your lifetime. There are over $3 billion (yes, with a “B”) sitting in the Massachusetts Unclaimed Property Division, and we never want to see a penny of your assets there. Or, for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up-to-date year in and year out. So your love ones can always locate what you own and how you own it if and when necessary.

3 YEAR PLAN REVIEW IS INCLUDED

With each of our estate plans, we include a no-charge three year review to ensure that as your life changes, so does your estate plan. It also gives us a chance to confirm your assets are held properly for maximum protection.

If you’re a member of our ClientCare Membership, you’ll receive an annual review. Other benefits of our ClientCare Membership include:

• 24/7 online access to your estate planning documents;

• unlimited plan amendments;

• substantial discount on our fees for advising your loved ones after you’re gone;

• and more

For more information about or ClientCare Membership or how we can continue serving you, simply call us or use the button below to schedule a Planning Session. Let’s review who you love, what you own, and what would happen under your current plan.