Client Care Program
Estate Planning for the Future
Huber Fox P.C. is now offering a membership-based service designed to provide clients with ongoing support as their lives and estate planning needs evolve. While the initial estate plan reflects a client's circumstances at a specific point in time (a static snapshot), life changes, new assets are often acquired, children are born, family members pass away, and laws change. Our program offers annual reviews to ensure that our clients' plans remain current and aligned with their goals.
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1
CREATE- Meet with one of our attorneys to craft and design your plan.
- Approve drafts and work with your attorney to edit as needed to ensure that your plan works as you intend.
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2
ALIGN
- Ensure that your plan is complete by working with our team to transfer and retitle appropriate assets, fill out applicable forms, and designate beneficiaries on your accounts.
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3
REVIEW
- Meet annually with one of our attorneys with your advisors, agents, and loved ones to ensure that everyone is on the same page.
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4
ENHANCE
- Make minor updates to your documents as needed rather than waiting until a problem arises.
- Execute a full set of updated documents every five years.