Client Care Program™

We understand that changes happen to all of us.  Our clients routinely see changes in family relationships, the status of their health, estate size, and tax laws.  We make it easy for you to keep your estate plan current.  For an annual membership fee, our Client Care Program™ entitles you to the following services.

• Reasonable phone calls by you or your advisors regarding you trust to staff in our office at no charge
   
• Minor amendments to your legal instruments such a word processing changes, trustee, and agent updates
   
• Specialized workshops offered throughout the year - click for Scheduled Workshops
   
• Membership in our service which provides 24/7 availability of your healthcare documents using a wallet card
   
• 50% discount on enhanced medical directives during membership year one for each of your children living in Colorado
   
• Annual verification of proper titling for assets acquired during the membership year upon request
   
• An annual update letter and a one hour annual review of your plan upon request
   
• The Wealth Counselor Newsletter

Getting Started

Client Care Workshops