ACE Client Care is a unique benefit for our clients – and to the best of our knowledge, no other estate firm in the area has anything like it. Just as your financial plan needs to be adjusted from time to time, your estate plan will needs to stay on course as well.
When your airline flies you somewhere, your pilots, every so often, reach a certain spot on the map called a “waypoint.” Their flight plan indicates the time they should arrive at the waypoint, but the aircraft is always a little distant from that point, or arrives there a bit early or late. The pilots then make the necessary adjustments to come back exactly on course and on time.
ACE Client Care™ is our system of “waypoints,” adapted to make changes in your estate plan. The change may be necessary or recommended because of a new law. Your family situation may be different and you want to select new helpers. Your asset spreadsheet will need periodic updating. There may be new opportunities to reduce your taxes or protect your assets. All of these situations can affect your estate plan, whether it’s a necessary update, or an extension of your plan that safeguards key assets.
ACE Client Care™ is a voluntary membership program covering things that people don’t want to be “nickel and dimed” for. You may have a question about your plan, or an explanation of part of a document, or you’d like a family meeting to go over your plan, All these are included. Whenever you make a significant change in life – whether that’s getting married, having a child, moving to a new home, purchasing a new property, or are reaching retirement – your estate plan needs to keep up with your needs and your challenges.
But there’s more: although COVID put them on pause for a while, ACE Client Care includes events for members.For example: we recently had a guest speaker teach us about whether the stuff in your home a treasure trove or not. Later this year, a guest lawyer will educate ACE clients about scams and frauds to be aware of. Every year we offer a training event for your helpers. And when we’re sure it’s safe, we’ll resume our annual ACE client dinner meeting.
Our ACE Client Care™ members can meet with us periodically to make sure their plans remain current and relevant. You can let us know when major life events occur, we’ll update your plan accordingly, at no additional charge. ACE members get preferred rates for other legal services, and discounts for their family members. We want you to have peace of mind knowing that you and your loved ones are protected and taken care of in the future.
We’re here to assist you at every stage of your estate planning and settlement process, and we strive to provide top-notch customer service and support to our clients. If you’re ready to get started with an effective estate plan, or to find out more about ACE Client Care™, give us a call at 215-997-9773 or visit our website. We’d be happy to help you create an estate plan that meets your needs and ensures that your legacy continues for generations to come.
HighPoint Law Offices PC
Latest posts by HighPoint Law Offices PC (see all)
- Aligning Your Legacy with Your Values - April 8, 2024
