ETELF Client Care Program

At The Estate, Trust & Elder Law Firm, we are dedicated to providing you with ongoing, comprehensive support throughout your entire estate planning journey. Our goal is to make the process smooth and keep your plan aligned with your life as it changes.

A look into our Client Care Program

When it comes to planning for the future, having ongoing support can make all the difference. That’s where we step in.

To ensure your estate plan continues to meet your needs through every stage of life, we’re proud to introduce our new Client Care Program at The Estate, Trust & Elder Law Firm.

As part of our commitment to your long-term peace of mind, this program offers a full suite of services designed to keep your estate plan current and your family protected.

With ongoing support and expert guidance, you can rest easy knowing your estate plan is always up-to-date and your loved ones are protected.

What's Included in the Program:

Our members enjoy a full suite of annual benefits to help maintain, review and update their estate plan with ease:

1. Annual Document Review

  • Annual Review Meeting:
    Refresh your plan and confirm it still matches your life.
  • Beneficiary & Asset Check: Review titles, beneficiaries, and account alignment to prevent costly mistakes.

2. Health & Legal Updates

  • Healthcare & HIPAA Updates: Your medical directives stay current, and the right people stay empowered.
  • Emergency Document Support: Updated HIPAA forms, travel letters, and other emergency documents when needed.

3. Professional Coordination

  • Advisor Coordination:
    We connect with your financial advisor or CPA to keep everything aligned.
  • Free Notary Services: Complimentary notary service for your plan-related documents.

4. Support for Decision-Makers

  • Trustee and Executor Coaching: We help your decision-makers understand their responsibilities before they’re needed.
  • Family Readiness Resources: Educational videos, guides, and checklists to help your family prepare.

5. Security & Protection

  • Fraud & Scam Alerts: Updates and warnings to help protect you from common senior scams.
  • Secure Digital Access: Encrypted storage for your essential estate planning documents.

6. Member Services

  • Member Discounts: Reduced fees for new planning or structural updates.
  • Priority Access:
    Receive priority scheduling and reasonable phone/email guidance.

Our Client Care Program is Perfect For:

Seniors

Married couples

Single parents

Blended families

Adult children assisting aging parents

Families with children in other states

Ongoing Support for Your Estate Plan.

Estate planning isn’t a one-time event — it’s a commitment to your future. Our Client Care Program ensures you have expert guidance whenever you need it, so your plan stays up to date with your evolving life.

Have questions about the program?
Call us today at (772) 828-2588 or click here to learn more and see if the Client Care Program is right for you.