Elville and Associates’ Client Care Program
The mission of our 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.
Access to Attorneys and Staff
The members of our team will be available to answers your questions whether by telephone or email whenever and as often as you would like.
Client Education Services
Our Client Care Plan will provide regular educational workshops for our clients, their families, successor trustees and planning team. The topics of such workshops will include recent changes to the trust and estate tax laws, what successor trustees should do if you become disabled and when you die, and how to maximize your Social Security benefits. Each fall we will also invite you 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 plan will always be up-to-date.
Asset Review, Tracking and Updating
We will provide regular reviews of your asset funding, and will also provide regular funding updating to ensure that your trust is fully funded and will work as it was intended.
Family – Advisor Meeting
Within sixty (60) days after your estate plan is completed (or as soon thereafter as you can arrange for all of your family 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 implement your plan so we can answer any of their questions, explain how your plan works, and explain how to settle your plan upon your passing.
Coordination with Advisors
Our staff will be available to consult with your financial advisors, accountants, insurance professional, and geriatric care managers. They will also provide copies of your documents should you so request. 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 have the option of enrolling in Everplans, a state-of-the-art, secure digital archive for all of your essential information (everything your loved ones will need should something happen to you).