Service is our primary mission. So we are always looking for ways to do more. One way we do that is through regular discussions with our best clients about their experience and how we can serve them better. Another way is through seeking best practices from other service-oriented law firms across the country. Our best clients - and those of other estate planning and business law firms across the country - have told us what they want from their estate planning law firm. We have taken that feedback and have designed a program to meet those needs. We call it our VIP Client Care Program.
It's not for every client. And frankly, not every client requires the full spectrum of what our program offers. However, if you are like most of our best clients - who want and need VIP service and accessibility AND the assurance of knowing that their estate planning and other legal needs will be handled on a priority basis - while accessing other legal services at a reduced rate, then our VIP Client Care Program may be just what you are looking for. Here are some of the program highlights:
Ongoing, ad hoc questions and estate plan/business succession plan advice - at any time
All asset funding and verification - handled for you
Annual review of plan with you to identify any changes in your situation that need to be addressed in your plan and/or asset funding/alignment
Asset list with appropriate instructions and contacts
Initial and bi-annual family and advisor conferences
Ongoing communication and coordination with your financial advisors and institutions as needed to ensure plan integrity - handled for you
Bi-annual review and/or modification of plan documents as required to stay current with state and federal laws and tax codes
Phone access returned within 4 business hours
Emails responded to within 1 business day
Priority scheduling of meetings
20% Discount on all other legal matters
Quarterly and Annual VIP Client Appreciation Events (Complimentary)
Quarterly education events - seminars and webinars on a variety of relevant topics (Complimentary)
If you are ready to take steps to better protect your business and personal assets and ensure the legacy you want, why not schedule a FREE Consultation (please link to the request a consultation page) to get to know us - first hand.