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What Does the Client Safeguard System Include?

  • Annual Review with an Attorney
  • Annual Estate Plan Update
  • Meeting with Your Trustee
  • Meeting with Your Advisors
  • Emergency Card
  • DocuBank Safe
  • Young Adult Protection
What Does the Client Safeguard System Include?

Client Safeguard System

$4,282 $995
Click above to Sign-up for our Annual Client Membership Program

Why Do You Need Our Client Safeguard System?

The Client Safeguard System is designed to provide you with unparalleled peace-of-mind, knowing that your estate plan is always up-to-date, secure, and ready for any situation. Here’s why you need it:

  1. Life Changes: As life evolves, so do your estate planning needs. Major events like births, deaths, marriages, and financial changes can significantly impact your estate plan. Our system ensures your plan reflects your current wishes and circumstances with annual reviews and  updates.
  2. Emergency Preparedness: In times of emergency, quick access to your medical information and directives can be crucial. Our emergency card provides essential details to medical staff, ensuring your wishes are followed even when you can’t communicate them yourself.
  3. Document Security: Natural disasters and unforeseen events can jeopardize your important documents. With DocuBank Safe, your estate planning documents are securely stored electronically, giving you and your loved ones access when needed, no matter what happens.
  4. Guidance for Trustees: If you become incapacitated or pass away, your trustee needs to know exactly what to do. We provide a comprehensive meeting with your trustee to guide them through their responsibilities, ensuring your estate is managed according to your wishes.
  5. Coordination with Advisors: Your financial advisors should work together seamlessly to protect your interests. Our system includes a meeting with your advisors to align your estate planning goals and ensure a unified strategy.
  6. Young Adult Protection: For families with college-age children, the system includes our Digital College Safeguard System. This ensures your children have essential legal documents like Power of Attorney and Healthcare Directives, protecting them and giving you peace-of-mind.
  7. Cost-Effective: The value of these services is over $4,282, but with the Client Safeguard System, you get everything for an annual fee of $995 if paid in full, or $1,295 if paid in monthly installments. There is a $250 sign-up fee if you do not sign up within 30 days of your signing appointment. This comprehensive coverage at a reduced cost ensures you get the best value for your money.

 

By enrolling in the Client Safeguard System, you’re taking a proactive step to protect your legacy and provide continuous security for your estate plan. Don’t leave your future to chance – ensure your estate plan is always ready with the Client Safeguard System.

To better help you understand here are some our FAQ’s

What is the Client Safeguard System?

The Client Safeguard System is an annual membership program offered by Hermance Law that provides continuous protection and peace of mind by keeping your estate plan up-to-date, accessible, and aligned with your wishes.

How often will my estate plan be reviewed?

Your estate plan will be reviewed annually with an attorney to ensure it reflects your current wishes and circumstances.

What happens if I become incapacitated or pass away?

We will meet with your trustee to guide them through the next steps, providing them with peace of mind and clear direction during a difficult time.

How does the Young Adult Protection work?

The Digital College Safeguard System provides your young adults with essential legal documents, including Power of Attorney, Advance Healthcare Directive, and HIPAA Authorization, ensuring you have the authority to assist them in emergencies.

How does the emergency card work?

The emergency card contains your medical information and critical advance directives, making it accessible to medical staff in an emergency. It also lists your emergency contacts and any medical conditions you may have.

Critical Questions to Consider for your Estate and Family

  • Is my estate plan up-to-date with my current life circumstances?
  • Do I have a plan in place for regular reviews and updates to my estate plan?
  • Will my trustee know exactly what to do if I become incapacitated or pass away?
  • Are my important documents protected from natural disasters and easily accessible in emergencies?
  • Do my financial and legal advisors have a coordinated strategy that aligns with my estate planning goals?
  • Can medical personnel quickly access my emergency medical information and directives?
  • Have I ensured my college-age children are protected with essential legal documents like Power of Attorney and Healthcare Directives?
  • Am I prepared to make unlimited updates to my estate plan without worrying about additional costs?
  • Do I have peace of mind knowing my estate plan is always ready for any situation?
  • Am I confident that my family’s future is secure and my legacy protected?

By considering these questions, you’ll see how the Client Safeguard System can provide the ongoing support, security, and peace-of-mind that you need.

Client Safeguard System

$4,282 $995
Click above to Sign-up for our Annual Client Membership Program

Happy Families

At Hermance Law, we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of the Hermance Law family.

— Jennifer S.
— Todd H.

What Does the Client Safeguard System Include?

  • Annual Review with an Attorney
  • Annual Estate Plan Update
  • Meeting with Your Trustee
  • Meeting with Your Advisors
  • Emergency Card
  • DocuBank Safe
  • Young Adult Protection
What Does the Client Safeguard System Include?

Client Safeguard System

$4,282 $995
Click above to Sign-up for our Annual Client Membership Program
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