ACE Client Care™ Membership Program

Join Today

When your life changes, your estate plan should, too. That’s why HighPoint Law Offices developed an effective and affordable way for you to keep your plan up-to-date with changes in your situation, family changes, changes in the law, and improvements we’ve made in the solutions we can provide. As the law and your personal circumstances change, your ACE Client Care™ membership keeps you and your plan on track.

The ACE Client Care™ Membership Program keeps your plan up to date and your legacy protected by offering Access, Control, and Continuous Enhancement and Education for you and for your estate plan. 

ACCESS 

  • Enjoy convenient access to your estate planning advisors without incurring additional charges. A friendly staff member—not a machine—answers your phone calls during regular business hours.
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  • Your secure, unique Client Portal allows you to view and download your plan documents any time. This safe and secure online vault keeps your documents protected and ready for when you need them.

 CONTROL 

  • ACE membership includes regular “check-ups” that keep your plan up to date. Routine document changes are free of charge.
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  • Substantial savings on estate settlement fees. Our estate settlement fees are capped at a rate which is typically less than most law firms!
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  • Preferred rates for new legal work not already covered under the program.
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  • Discounts for family members. Be the hero…make it easy for your kids to plan, too!

ENHANCEMENT AND EDUCATION

  • We keep you informed by offering members-only workshops that explore new estate planning options and opportunities.
  • The Annual (Group) Client Meeting offers additional opportunities for educational enrichment and socializing.

ACE Client Care™

2022 Calendar of Events

Thursday, September 15 – 12:00pm- Virtual Lunch and Learn-Scammers and Credit Theft  We are pleased to present this important conversation about how to spot a scam and how to protect yourself on line. We will hear from Doylestown Consumer Protection Attorney Nancy Kanter on her experiences and how to avoid being a victim yourself. This is a virtual presentation. REGISTER HERE.


Tuesday, October 11-1:00pm- Home Downsizing

De-Clutter & De-Personalize Professional Appraiser Mike Ivankovich, will return to HighPoint to discuss ways to de-clutter and de-personalize your home in preparation for sale. This is a hybrid live/virtual presentation. There is limited seating in the office, but will also available for streaming from your home. Register to attend in person BELOW or register here to attend virtually.


Saturday, November 26-10:00am- Trustee Training Workshop- Live or Virtual

Back by popular demand we are offering you the opportunity to bring your successor trustees to the office and learn about their role and responsibilities of being your Trustee. It’s not an honor, it’s a job, and this will provide them with the training they need to carry out your plan. There is limited seating in the office, but will also be available for streaming from your home. Register for the Virtual Training HERE or for the Live training below:


Thursday, December 8th -3:00-5:00 pm- Holiday Open House

Join us as we open our Chalfont office to our ACE clients, their families, and friends for some holiday cheer! Come for a strictly social event and enjoy songs of the season and some light fare. We ask you to bring along a non-perishable holiday food item for our food drive in support of the New Britain Food Larder. Ho Ho Ho!


Take Control of Your Future Now

HighPoint Law Offices’ ACE Client Care™ Membership Program represents our commitment to a warm and supportive client experience. Perhaps that’s why lead Attorney Peter Gilbert was voted the Best Attorney in Bucks and Montgomery Counties for two years running. Learn more about the privileges of becoming an ACE Advantage™ Member by contacting our office at 215-997-9773.