Elville and Associates’ Client Care Program

An Introduction to Elville and Associates’ Client Care Program by Stephen Elville

The mission of Elville and Associates’ Client Care Program (“planning that works”) is to provide our clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals situations may change, and to ensure planning remains consistent with changes in the laws.  Elville and Associates is one of two firms in Maryland to have a Client Care Program (CCP) accredited by the Client Care Academy in Boston.

There are many benefits that come with Client Care Program membership on an annual basis!  These include:

Asset Alignment Review, Tracking and Updating

Annual review of your asset alignment to help ensure that your assets continue to be properly funded and aligned with and into your estate plan.

Copies of Documents

Additional copies of your documents provided upon request in PDF or in CD or flash drive format.

Family Care Meeting

Family Care Meeting with your loved ones and helpers in order to review and discuss your estate plan while you are alive and well so that your wishes are known and understood.

Access to Attorneys and Staff for Document Updates

Ability to update your estate plan to adjust for changes in your life, such as a desire to change trustees, beneficiaries, powers of attorney, health care agents, or terms of asset distribution upon your death, and in order to keep your plan current in light of any changes to applicable law. **CCP membership includes two hours of attorney time annually. Discussions, updates, or changes to your estate plan that exceed two hours of attorney time in one calendar year will be billed at our normal hourly rates.**

Exclusive Continuing Legal Education Workshops

Educational workshops open to you, your family members, helpers and trusted advisors on various estate planning topics that may be relevant to you and your family, along with an enjoyable annual social event for members and their families.

Additional Legal Counseling

Availability for counseling on legal matters involving your estate plan and advice on additional planning options as financial circumstances or laws change. Examples of such additional planning may include revising your documents in the case of divorce or remarriage, or the counseling for and preparation of additional estate planning techniques such as charitable remainder trusts, life insurance trusts, family limited partnerships and family LLCs. **CCP membership includes two hours of attorney time annually. Discussions, updates, or changes to your estate plan that exceed two hours of attorney time in one calendar year will be billed at our normal hourly rates.**

Access to Network of Attorneys

Access to a network of attorneys to help address additional legal matters.

  • Collaborations with Your Advisors (Your Planning Team)

Collaboration with your financial advisors, accountants, insurance professionals, and others in order to properly integrate your estate plan and address ongoing changing circumstances in your life.

  • Discounted Preparation of Deeds

Preparation of additional deeds at two-thirds (2/3) of the price the Firm usually charges.

  • Enrollment in DocuBank

Enrollment in DocuBank, a 24-hour health care document retrieval service that allows emergency access to your health care documents, and personal medical card.

  • Enrollment in Everplans

Access to Everplans, a state-of-the-art secure, digital archive of everything your loved ones will need should something happen to you. It contains wills, trusts, insurance policies, important accounts and passwords, health and medical information, advance directives, and much more.

  • Family Heritage Video

Members are encouraged to participate in their own archival family video production at the Elville Creative Studio. They may express themselves and share whatever they want future generations to remember — their wishes for family, values important to them, old stories they want to pass down for generations to come, and much more. There are no limits and the creative possibilities are endless.

  • MIDEO (™) Consultation and Card

In the first-of-its-kind partnership in the country, Elville and Associates and The Institute on Healthcare Directives have partnered to offer MIDEO® (My Informed Decisions on VidEO) to our members. MIDEO® is a personalized card with your critical healthcare information on the front that also hosts by video and accessible by a QR code scan, your prerecorded wishes for resuscitation and other healthcare choices. By providing an accurate, up-to-date, easy to review video of you speaking, your personal MIDEO® card will accurately allow your wishes and choices to be carried out correctly by medical professionals. For more information about MIDEO® and The Institute on Healthcare Directives, please contact Community Relations Director Jeff Stauffer, visit www.institutehcd.com or contact Ms. Brandi Monroe, Client Relations Manager at the Institute at monroe@institutehcd.com.

To learn more about the CCP, please contact Community Relations Director Jeff Stauffer at 443-937-3720 x117 or at jeff@elvilleassociates.com.

Questions about getting started?
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Client Education. Collaboration. Compassion.