Our Client Link Program is an integral part of our estate planning services. The plans we provide represent our very best efforts given a client's needs and the current law. However, without continuous review and updating, the plan can and will lose value. That's because the law is always changing. Congress, the IRS and the courts constantly change the law, so your plans have to change with them.

Client Link is designed to provide our clients with assurance that their plan reflects their changing situation and the changing laws. We believe that becoming a member of Client-Link is so important that the first year membership is included at no cost with every new estate plan we create on your behalf.

Our Client Link services include:

Funding Assistance
A properly funded estate plan is crucial. We will provide a letter detailing the recommended ownership and beneficiary designations for various classifications of assets. Simply provide the letter to your advisors and we will be glad to work with them to make sure they know exactly what to do. We will also assist you with any additional assets acquired during the year, as necessary.

Annual Review
Each year one of our attorneys will review your plan documents to determine if any important law changes have occurred that necessitate a change. You will be notified of our findings and recommendations.

Preparation of Amendments
We will prepare updates to your legal documents, to implement name changes for children and grandchildren, or changes to the offices of trustee, executor or guardian.

Phone Consultation
Unlimited phone consultation with our legal assistants on any matter related to your estate and wealth preservation plan is also included.

Resource Library
Client Link also provides members unlimited access to our exclusive online Resource Library that can be accessed at any time. The Resource Library will contain a growing list of both videos and written documents providing commentary on common topics of interest pertaining to estate planning, probate, corporate structuring and more. Each member of Client-Link will be provided a password to access this invaluable resource.

Call us today to enroll: 817-277-2077

Download the Enrollment Form now

Entrance to Resource Library