At Elville and Associates’ 2016 Annual Client Event, Elville and Associates’ principal Stephen Elville introduced its next generation Client Care Program (“CCP”). The following is a brief general description of the CCP. Stephen R. Elville and discussed the specific details of the CCP at the Client Event and answered questions.
Elville and Associates Client Care Program
Access to Attorneys and Staff
The members of our team will be reasonably available to answer your questions whether by telephone or email whenever and as often as you would like.
Client Education Services
Our Client Care Program coordinator will notify you and schedule your attendance for on-going educational workshops and client appreciation events – for you, your family members, successor trustees, and planning advisory team. These workshops will feature topics such as recent changes to the trust and estate, tax, health care, special needs, and other elder planning-related laws, what successor trustees should do if you become disabled and when you die, how to maximize your Social Security benefits, and other topics in contemporary estate planning and elder law. Each fall you will also be formally invited to our Annual Client Education Event.
We will review your estate plan whenever you reasonably request, and at least every two years, and we will update your plan as the laws change, when your personal situation or goals change, and as the nature and value of your assets change. This will ensure that your estate and elder law planning will always be up-to-date.
Asset Review, Tracking, and Updating
We will provide regular reviews of your asset alignment and funding, and will also provide regular alignment updating to ensure that your estate or elder law plan is fully aligned and funded, and that consequently it will work as intended.
Family – Advisor Meeting
Within sixty (60) days after your estate or elder law-related plan is completed (or as soon thereafter as you can arrange for your family members to participate), we will provide you the opportunity to have a family – advisor meeting, to include members of Elville and Associates, your family members, and your financial and professional advisors (who will work together collaboratively to implement all aspects of your planning) so we can begin to (1) educate family members appropriately about the essentials of estate planning, (2) explain how your planning works, (3) answer any of their questions, and (4) describe the post-mortem process, including an explanation of how to administer and settle your estate (non-probate or otherwise) upon your death.
Coordination and Collaboration with Advisors
Our staff will be available to consult with your financial advisors, accountants, insurance professional, and geriatric care managers.
Additional Participation Benefits
We will provide free notary public services as and when needed and will provide copies of your estate planning documents to your advisors and others upon your request. You will be enrolled in a health care document retrieval service called DocuBank which provides 24-7 access to your medical records and other documents. You will also be provided with your own personal Everplan, a state-of-the-art digital archive for all of your essential information.