The Family Counsel Plan™

holding handsThe care of your family is the main reason why you want an estate plan with trusts, wills and powers of attorney. But, life happens; laws change. Cromwell & Associates can help. The Family Counsel Plan will help you maintain and update your estate plan to work at the times when you need it most; now and in the future.

Estate plans should work when clients need them to work. Plans often fail, largely because of a lack of attention to reviewing and updating them. Life constantly evolves and changes, and a plan must evolve and change to be effective. No matter how well your plan is prepared, there are things that cannot be known in advance. The problem is that your plan must work despite:

  • Unknown time
  • Unknown laws
  • Unknown assets
  • Unknown situations
  • Unknown things of importance

What can be done? Cromwell & Associates has a process that will help you prepare for whatever comes your way. Through the Family Counsel Plan, we will meet with you regularly to review your plan, update it when necessary and align your assets to follow your wishes.

Other benefits in the Family Counsel Plan are Legal Directives and ClientDocx.

Legal Directives wallet card

With Legal Directives, you receive the legal help you need in the event of a medical emergency. Rather than carry your documents in your pocket or worry about whether or not your doctor can obtain your current information, you have a card that allows secure, electronic access to your important medical information anytime, anywhere.

ClientDocx gives you secure access to your plan documents and any other document that you may want to store. ClientDocx is a secure, encrypted online storage vault. As with Legal Directives, you will be able to access your information anytime, anywhere.

dentist and patient

Our Family Counsel Plan is like going to the dentist’s office for regular check-ups. We will regularly meet with you to discuss matters related to your plan. We understand that alignment of assets is like ensuring all of your teeth are in good health; and, in the event something needs to be addressed, we will be prepared to handle it quickly and efficiently.

To learn more about our Family Counsel Plan, please contact us today.