Lifeplan

The LifeplanTM planning process involves an ongoing and formal relationship with Caldwell Law after your plan has been created. To keep plans (and clients) up-to-date, the LifeplanTM process includes regular communications from Caldwell Law, meetings designed to review planning and planning options, “helper” training, and ongoing funding/titling assistance. 

Taking care of tomorrow means keeping your plan current.


 


Lifeplan™ Luncheons

Caldwell Law is dedicated to offering educational programs to our LifeplanTM clients.  We host periodic luncheons with guest speakers sharing their thoughts on a variety of interesting subjects.  Click on a title below to learn more.

Upcoming LifeplanTM Luncheons:

Funding -- Getting Title Right! (Trust-Based Clients Only) - March 14, 2018 - March 14, 2018 - 11:45 am to 1:00 pm Register Online

Funding - Getting Title Right! (Will-Based Clients) - June 13, 2018 - June 13, 2018 - 11:45 am to 1:00 pm Register Online


Lifeplan™ Helper Training Seminars

Helper Training seminars provide an understanding of the duties a fiduciary "helper" performs when someone becomes incapacitated or dies.

Upcoming Helper Training Seminars:

How to Settle your Estate without Dying/Helper Training Workshop - June 6, 2018 - June 6, 2018 - 2:00 pm to 4:30 pm Register Online

How to Settle your Estate without Dying/Helper Training Workshop - November 21, 2018 - November 21, 2018 - 2:00 pm to 4:30 pm Register Online


 

Lifeplan™ Update Sessions

Caldwell Law's LifeplanTM clients attend an update session every two or three years because it is important to keep up with evolving laws, tax codes, and life's changes.

Upcoming Client Update Sessions:

Express Update

Married/Trust Based Plans

Single/Trust Based Plans

Will Based/Married and Single


Client Suggestions

As always, we welcome your thoughts and suggestions.  Click here for the Suggestion Box Form.

Remember:  The client with the best suggestion will be rewarded with a free year of LifeplanTM services.  The winner is announced at the Annual Client Meeting.

Would you like to learn more about Caldwell Law's comprehensive approach to Estate Planning? Click over to the 'Contact Us' page to schedule a free introductory meeting.