Client Care Program
Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. From the moment that you sign your estate planning documents, life circumstances continue to evolve. New children are born. Others reach the age of 18. Your named estate fiduciaries may move away or pass away. Named guardians may no longer be appropriate choices for your children. You will sell assets and acquire assets, requiring your trust to be refunded or updated. Finally, many estate planning documents lose their applicability and validity over time. Most notably, financial institutions frequently refuse to honor durable powers of attorney which are over one year old. It can be challenging to keep up with all of the changes going on, let alone know what changes warrant a call to your attorney. Through our Client Care Program, we take care of these challenges for you.
Because laws change and family circumstances change, it is important to regularly meet with your estate planning attorney for reviews of your documents. When clients do come in for an estate plan review meeting, they often have minor updates or new concerns to look after. Those changes and costs can add up over the years. To make this review process even easier and more cost-effective for our clients, we created our Client Care Program. This optional program gives clients the opportunity to make their estate plan easier to maintain for a reasonable annual flat fee. It also provides them the reassurance that their estate plan will be current and work the way they want it to when it is needed most.
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 may need to make are covered with an affordable annual flat fee! You’ll also be pleased to learn that this program includes a number of valuable services and substantial discounts on more advanced work.
Basic Level
$400/year
Annual Membership Benefits
Personal plan review and discounted updates at 10%
Additional 30 minute consultation with Yael Rakib regarding other estate planning or probate matters
Reminders regarding trust funding
Premium Level
$800/year
Annual Membership Benefits
Personal plan review and free limited updates (includes revisions to: family information, trustee succession, professional practice provisions, specific gifts, remainder beneficiaries and/or percentages, and ages of when children inherit.)
Update of guardianship nominations
Discounted attorney fees at 15% for other plan updates
Updates to trust schedule of assets
Reminders regarding trust funding
Additional 30 minute consultation with Yael Rakib regarding other estate planning or probate matters
Elite Level
$1,000/year
Annual Membership Benefits
Personal plan review and free limited updates (includes revisions to: family information, trustee succession, professional practice provisions, specific gifts, remainder beneficiaries and/or percentages, and ages of when children inherit.)
Update of guardianship nominations
Discounted attorney fees at 15% for other plan updates
Updates to trust schedule of assets
Reminders regarding trust funding
Additional 30 minute consultation with Yael Rakib regarding other estate planning or probate matters
Re-execution of power of attorney and health care directive documents (for changes in nominees, powers, or decisions)
One Trust Transfer Deed and PCOR
Jump the line: receive priority scheduling with Yael Rakib
This offer is available to current clients only, requires pre-approval of your individual estate plan by the Law Office of Yael Rakib, P.C. and is subject to other terms and conditions.