SafeEstate Client Care Program helps you keep your plan up to date as life, laws, assets, and family circumstances change—so your loved ones stay protected and you can enjoy lasting peace of mind.
Keep Your Estate Plan as Current as Your Life
Peace of mind for you
Clarity for your family
SafeEstate is about more than documents.
It is about helping your family know what to do, where to find important information, and who to call when life changes.
With continued guidance from the same caring team that helped create your plan, you can feel confident that your family will be supported for years to come.
Join Today
Join Today
Best for families who want ongoing maintenance and trusted support.
Unlock a higher level of access by upgrading to our Family Legacy membership. Enjoy all the perks of a Family Care member, plus additional content and 1-1 access. Best for families who want deeper connection, education, and VIP support.
Get all this access for the entire year for less than 1 hour of attorney billable time!
Because your plan should grow with your life
Your estate plan may be complete today—but life does not stand still. New children or grandchildren, a move, a home purchase, retirement, business changes, new accounts, and changing laws can all affect how well your plan works. SafeEstate gives you ongoing support to help make sure your plan stays aligned with your life and continues to work the way you intended.
What’s Included
Ongoing reviews and updates
Unlimited quick questions with no hourly surprise bills
Secure document storage and organization
Guidance and education for your loved ones
Help with trust funding and beneficiary alignment
Access to education, presentations, and helpful forms
Already have an estate plan? That is exactly why this matters.
Many people think estate planning is finished once the documents are signed. But even small life changes can affect how your plan works. SafeEstate helps you keep everything current, organized, and ready—without waiting for a problem to happen first. Members receive proactive support, easier access, and a more predictable cost than one-off updates later.
Not just a document. A lifelong relationship.
Unlike firms that treat estate planning as a one-time transaction, SafeEstate is designed to support you over time. You stay connected with the same attorneys and team who understand your plan, your goals, and your family. That means more clarity, more consistency, and more confidence every step of the way. This ongoing, compassionate support is a key differentiator for Independence Law.
Join SafeEstate today and give your family peace of mind that never expires.
When your life changes, your plan should too. SafeEstate helps keep your estate plan current, your documents organized, and your loved ones prepared. Enroll now and enjoy lasting support from a team that truly cares.
No long-term commitment. Cancel anytime.
When to review and update your estate plan?
You should review your estate plan anytime your family, finances, health, goals, or the law changes.
Life and family changes
Marriage or remarriage
Divorce or legal separation
Birth or adoption of a child
A child becoming an adult
Birth of a grandchild
Death of a spouse, child, beneficiary, trustee, executor, or agent
A family relationship changing for the better or worse
A loved one developing special needs or health concerns
Financial changes
Buying or selling a home
Moving significant money into new bank or investment accounts
Receiving an inheritance
Starting, buying, selling, or closing a business
Major increase or decrease in wealth
Retirement
Changes to life insurance or retirement accounts
Acquiring property in another state
Plan and asset alignment issues
Assets are not titled correctly for the trust
Beneficiary designations no longer match the plan
New accounts or property were added and never reviewed
You are not sure your trust is fully funded
You want to change who receives specific assets
You want to update your personal property memo
People named in your plan
You want to change your trustee, executor, guardian, or agent
Someone you named has died
Someone you named moved away
Someone you named is no longer a good fit
Your children are older and you want different backup guardians
Health and care changes
A serious diagnosis or decline in health
Concerns about incapacity or long-term care
A spouse or family member now needs extra support
You want to update healthcare wishes or powers of attorney
Legal and tax changes
State or federal law changes
Tax law changes that affect your estate
You move to a new state
Rules affecting trusts, probate, or beneficiary designations change
Practical warning signs
It has been several years since your plan was reviewed
You cannot remember the last time you looked at your documents
Your family would not know where to find everything
Your loved ones do not understand their roles
Your plan no longer reflects your wishes
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