Our Elevated Care Program is designed to keep you informed about various estate planning matters and changes through concierge access, Monthly Newsletters and Quarterly Workshops. You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
An annual membership giving you ongoing peace of mind that your Estate Plan is done, & done right.
Matthew M. Luedke
Managing Partner, Spokane Office
1
Simple Annual Fee
17
Valuable Benefits
24HR
Access to Documents
98%
Satisfied clients
Everyone Breathes a Sigh of Relief When Their Estate Plan is Done…
But, as Time Passes – Things Change
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings to keep our clients estate plans current.
Tax Laws
Tax law changes have a significant impact on your Estate Plan. This can be detailed and tedious territory, but you need someone who knows the changes and what they mean for you.
Family Circumstances
Marriage, divorce, and children growing up are simply a part of life. The last thing you want is an out-of-date Estate Plan that doesn’t reflect your current circumstances.
New Assets & Priorities
The way you want to distribute your wealth now may not be the same as it was 10 years ago. Priorities change, so it’s important to ensure your wishes are carried out the way you want.
We know how important it is to feel supported beyond the signing of your Estate Plan.
At Elevated Estate Planning, P.S. we make sure your Estate Plan is done and done right. We do this because a solid Estate Plan shows your family you love them when they need it most.
But life changes all the time. The last thing we want is for our clients to have that nagging worry that something just “isn’t quite right” in their Estate Plan.
When you’re a Elevated Care Program member, you don’t have to stay up at night worrying about your Estate Plan. Our dedicated staff monitors your Estate Plan and law changes to make sure it works the way you want.
Client Care: Program Outline
We Prefer to keep things simple…
1
Renew Your Membership
At the end of the year you’ll receive a renewal letter with your Estate Plan packet. You can send a check, pay over the phone or online.
2
We’ll Monitor Your Plan
We keep an eye on law changes that will impact your Estate Plan and make updates when needed.
3
Ongoing Peace of Mind
You can rest easy knowing that your Estate Plan was done right in the first place, and will stay done right moving forward.
How many times have you thought about coming in to address a family change, or a new concern – but you were afraid of what it might cost?
With our Client Care Program, the majority of the changes you need to make are covered with one affordable annual fee.
When you purchase a new Living Trust Estate Plan, you receive a one-year membership to the Client Care Program for FREE!
After one year you have the option to renew for the remainder of that year at a pro-rated price.
Client Care: Membership Pricing
You’ll be pleased to learn that this program includes a number of valuable services and substantial discounts
Our Client Care Program is designed to keep our Program members informed about various estate planning matters and changes through advanced access to our staff and attorneys, Monthly Newsletters and Quarterly Workshops.
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Client Care Program members can rest assured that they can contact our office to discuss their questions and changes. In addition, we will reach out to all of our Client Care Program members when there is a law change that might impact their estate plan.
In addition, our Client Care Program members are raving about our Quarterly Workshops, access to their estate planning documents through our secure online portals, and the Emergency Card for access to healthcare documents. Our Client Care Program is free for a year with all new Living Trust Estate Plans. During this time we hope you will test us out, and we know that you will find out why our Client Care Program members consistently say that they are happy to be a member.
Have an older Estate Plan or are not on the Client Care Program? You can always call our office to get an Attorney Review of your plan. In many cases, we will be able to restate your plan and you too can begin enjoying the program benefits the same day.
Client Care Program Features Overview
Features & Services
Without Client Care
With Client Care
Phone calls and emails with paralegals and staff
Meeting w/ Successor Trustee(s) After your Incapacity/Death
Paralegal Review Meeting
Estate Plan Amendments
$1,200 Single $1,500 Married
Phone Calls and Meetings with a Paralegal
$300 / hour
Digital Storage Lockbox
24/7/365 access to your important Estate Plan & legal documents online
Emergency Medical Information Card
24/7/365 access to your important healthcare documents online
AssetTrack® Report
Client Care Concierge Support
Client Care University (CCU) Access
Exclusive Monthly E-Newsletter
Quarterly Client Care Workshops
Plus access to recordings of all previous workshops on CCU
Exclusive CCP Facebook Group access
Successor Trustee Manual
Annual Estate Plan Summary
Update your Durable Powers of Attorney Every other Year
Notary Services for ANY Legal Document
Annual Summary of Law Changes Affecting your Estate Plan
15% discount on Additional Legal Services
Peace of Mind Knowing your Estate Plan will Stay Up-to-Date
* Some changes may require an attorney meeting, billed at $300/hour
2024 Client Care Program Annual Membership Rates
Married
$500
Per Year
Single
$400
Per Year