Keep Your Estate Planning and Your

Elder Care Protection Plan Up to Date

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Your Continuing Legal Care Plan is a convenient and cost-effective way to keep your plan up to date as laws and circumstances change.

 

• Legal advice and counseling related to your plan

• Updates to your plan documents 

• Invitations to client only events and educational programs on a variety of topics offered to in person and via webinar

• Access to our special events for clients, such as Learning Café programs on topics including Trusts, TennCare, CHOICES, Medicaid, and Medicare

• Subscription to The Continuum, our quarterly newsletter

• Priority access appointments

• Free notary service

• Secure digital access to PDFs of signed documents

• Trust funding assistance, if relevant to your circumstances

• Trustee and successor trustee training and support, if relevant to your case

• Coordination with your financial advisors, accountants, insurance professional, and care managers at your request. 

•  In-person or remote consultation with an attorney, elder care coordinator. and public benefit specialist as your life situation changes.

 

Enjoy a long-term relationship with a team of professionals dedicated to meeting your needs as they evolve throughout your lifetime.