Your estate plan is one of the most important gifts you can leave your family—but life does not stand still. The SafeEstate Client Care Program was created to help families keep their plans current, organized, and ready as life, laws, assets, and relationships change over time. It is designed as an ongoing maintenance and support program, not a one-time legal service.

The SafeEstate Client Care Program is an ongoing estate-plan maintenance membership. It helps clients keep their estate plans aligned with life changes, legal updates, and shifts in family or financial circumstances through periodic reviews, document updates, funding support, education, and ongoing access to the legal team.

This program is a strong fit for people who already have an estate plan and want help keeping it current over time. It is especially valuable for families who want continuing guidance, organized document access, help with trust funding and beneficiary alignment, and reassurance that someone is available when questions come up. It also fits clients who value a relationship-based approach and want ongoing support from the same firm that helped create their plan.

SafeEstate may be especially helpful if:

• You have a trust or comprehensive estate plan and want it maintained properly.

• Your family, finances, real estate, or business interests may change over time.

• You want help keeping assets titled correctly and beneficiaries aligned.

• You want your loved ones to understand their future roles and responsibilities.

• You prefer predictable support instead of waiting until a problem appears.

Because an estate plan can be complete today and still become outdated later. Marriage, divorce, births, deaths, moves, new accounts, home purchases, business changes, and changes in the law can all affect how your plan works. SafeEstate is built to help make sure your plan continues to work as intended when your family needs it most.

Even small changes can matter. A new bank account, a refinance, a beneficiary designation, or a new grandchild can affect your overall plan. The program provides reminders, reviews, and support so small issues do not turn into major problems later.

Even small changes can matter. A new bank account, a refinance, a beneficiary designation, or a new grandchild can affect your overall plan. The program provides reminders, reviews, and support so small issues do not turn into major problems later.

Members receive ongoing support to help keep their plans legally current, properly funded, and easier for loved ones to carry out. The program is also designed to reduce confusion, lower the risk of costly oversights, and provide peace of mind through consistent guidance and communication.

The Family Care Level includes:

• Secure digital document storage in Clio

• Plan reviews every three years, or sooner if preferred

• Funding support for trust assets, titling, and beneficiary alignment

• Unlimited quick questions with no hourly charge

• Training classes or webinars

• Quarterly newsletters and legal updates

• Beneficiary education resources

• Access to a vetted network of professionals such as CPAs, financial advisors, and insurance experts.

The Family Legacy Level includes everything in Family Care, plus added family and legacy support such as:

• A facilitated family meeting

• Special training videos for heirs and loved ones

• VIP services such as priority scheduling

• Invitations to appreciation seminars and family-centered educational events.

Family Care focuses on maintenance, updates, support, education, and document organization. Family Legacy includes all of that, plus added features that help families communicate, prepare heirs, and stay connected through meetings, training resources, and member events.

The standard review cycle is every three years, although clients can request a review sooner if major life or legal changes occur. The program is intended to be flexible and responsive to your stage of life.

Plus, we’ll check in every year to help make sure nothing falls through the cracks.

Yes. Members can request updates between formal reviews, and they also receive discounted pricing for additional work such as deeds, LLC-related planning, and other plan changes. Members also have unlimited quick questions whenever something changes.

Yes. One of the core benefits is ongoing funding support, including help with asset titling and beneficiary updates, so the estate plan stays coordinated and effective. There is also a funding audit as part of the review process.

No. Members can ask unlimited quick questions without hourly billing. The program is designed to make guidance more accessible and predictable.

Yes. SafeEstate includes beneficiary education resources to help children, trustees, executors, and agents understand their future roles. The Family Legacy Level also includes training videos and optional family meetings to reduce confusion and improve communication.

Yes, with your permission. The program is designed to provide guidance and clarity for loved ones when they need it.

That is completely fine. The family meeting option can be used to explain roles, responsibilities, and the overall plan without disclosing financial details you prefer to keep private.

Yes. Members receive training classes or webinars, quarterly newsletters, legal updates, and practical family education resources. These are intended to help clients and loved ones stay informed, prepared, and confident.

No. The program is designed to be flexible. Members can cancel anytime, with no long-term commitment and no penalty.

Our approach is relationship-first, education-based, and family-centered. The firm emphasizes compassionate guidance, personal connection, flat-fee transparency, and ongoing support rather than a one-time transactional experience. SafeEstate extends that philosophy by turning estate planning into a continuing relationship built on care, clarity, and trust.

No. While it is especially valuable for clients with trusts, business interests, or growing family responsibilities, it can also benefit families with more straightforward plans who simply want peace of mind, regular check-ins, and an easier way to stay current.

The current plan is to offer enrollment during the estate plan signing ceremony, with enrollment opening only a few times each year so members can continue receiving personal attention and care.