At most estate planning firms the relationship ends when you sign your documents. At Wills & Wellness, we see the signing of your documents as only the beginning of our relationship with your family.
Our Client Membership Program is a piece of what sets us apart and allows us to care for you and your family throughout all of life’s stages.
Over time your assets will change, your family will change, and the law will change. Your plan must accommodate all of these changes to make sure your plan works when your family needs it.
To help ensure your plan is always current, we invite clients to become a Client Member with Wills & Wellness.
Some of the benefits provided under our Client Membership Program include:
- Invitation to the Wills & Wellness Client Family Forum
- Annual plan review with unlimited plan amendments at a discount
- 24-7 online access to all your estate planning documents, including your emergency health care documents and short-term guardianship plan
- Free incapacity documents for two adult family members
- Invitation to our annual Short-Term Guardianship Update Luncheon
- Complimentary pass to our annual family-friendly “Park Quest”
- Substantial discount on our fees for advising your loved ones after you’re gone
- And much more!