Your Family's Lawyer For Life

Serving You Now And Always

Here To Serve You Always

Our Family Wealth VIP Membership Programs are part of what set us apart and allow us to ensure your plan works to keep your family out of court and out of conflict and to care for you and your family throughout all of life's stages.

At most estate planning law firms the relationship ends when you sign your documents. Not so with us. At Prime Estate Planning we see the signing of your estate planning documents as just the beginning of our relationship with your family.

And that's how it should be because your life will change, your assets will change and the law will change. Your plan needs to change along the way as well.

Make Sure Your Plan Changes With Your Life, Your Assets and the Law

Over time, your assets will change, your family will change, the law will change and your life will change.

Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.

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If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in state departments of unclaimed property throughout the U.S. and we never want to see a penny of your assets there. Nor do we want to see your family to be stuck dealing with the court system when you’ve worked so diligently to make things as easy as possible for them.

That’s why we prepare your Family Wealth Inventory of your assets and keep it up to date year after year so your loved ones can always locate what you own and how you own it if and when necessary.

Three-Year Plan Review Is Included With Every Plan

With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.

The PFL FamilyCare Program

Our FamilyCare Program is designed to ensure that your plan shifts, changes, and grows with you and your family over time—efficiently, effectively, and affordably.

This isn't just estate planning. It's lifelong family protection.

Why Your Family Needs the FamilyCare Program

Peace of Mind That Your Plan Will Actually Work

Without a FamilyCare Program, your legal documents and asset inventory become outdated as soon as something changes in your life.

A new investment or account
New property or assets
New business or change in structure
A new family member
Changing relationship circumstances
Career transitions
Health changes

Take a Moment to Reflect

Look back at your life just three years ago and ask yourself:

How much has changed in your family situation?
Would all your planning choices and decisions still be the same?
Does your asset inventory even still apply?
Has there been movement in your life, assets, or the law that needs updating?

If you created a plan back then, chances are significant updates are needed to ensure it truly protects the people you love.

Our Commitment to Your Future

The FamilyCare Program is our commitment to your life and the legacy you'll leave behind. It's the assurance and peace of mind to know that as your life evolves, your legal and financial protection, and planning, evolves with it.

What's included in Your FamilyCare Program

Complimentary Annual Plan Reviews

Benefit: Proactive protection that adapts to your changing life

With our annual review process, we'll support you to revisit your planning each year efficiently and effectively.

This ensures your plan always reflects your current wishes and circumstances, giving you complete peace of mind that you've done the right thing by the people you love, and they’ll know what to do, what you have, where to find it and where to turn when something happens to you.

Special Members-Only Pricing for Plan Updates

Benefit: Affordable updates when life, the law or your assets change

Life changes, your assets change, and so should your estate plan. As a member, you'll receive:

Basic changes to your planning documents at no additional charge
Significantly discounted pricing on more extensive or complex plan updates
Priority scheduling for urgent updates
Reviewing your plan regularly supports you to allocate resources wisely throughout your life and prepare your loved ones, not just pass on assets at death

Family Matters Program

Benefit: Comprehensive multi-generational and cross-generational family protection

We extend discounted member-only pricing to your family members because their planning directly impacts your future.

When your adult children, siblings or aging parents have good planning in place, it means you won’t get stuck in court, conflict or confusion, if and when something happens to them. Plus, multi-generational and cross-generational planning is what creates family wealth for generations to come.

Legacy Interviews

Benefit: Preserve your wisdom and values for future generations

Create a lasting testament of your life, values, and wishes with our Life & Legacy Interviews. These guided conversations help you share:

Personal stories and family history
Life wisdom and lessons learned
Values you want to pass down
Special messages for your loved ones

These interviews are what your loved ones will cherish most, bar none.

Evolving Benefits

Benefit: Continuous value as we grow

Just like your plan changes over time, so does our FamilyCare Program. We're constantly evolving and adding new benefits to support you and your family's changing needs.

How the FamilyCare Program Works

Step 1: Life & Legacy Planning Session

We begin with a comprehensive working meeting to understand your family dynamics, assets, and goals.

Step 2: Custom Plan Creation

We help you make the right choices so you understand your options, what really matters, and choose wisely, using our heart-centered counseling process.

Step 3: FamilyCare Program Enrollment

You become a lifelong member with ongoing support and protection.

Step 4: Annual Reviews & Updates

We proactively review and update your plan as your life evolves.

Frequently Asked Questions

Q: How often should I update my estate plan?

A: Life changes constantly, which is why we recommend a review at least annually. Major life events like marriage, divorce, births, deaths, or significant asset changes should trigger immediate updates.

Q: What happens if I don't keep my plan current?

A: Outdated plans can lead to family conflict, court involvement, unintended beneficiaries, lost assets and tax consequences that could have been avoided.

Q: Is the FamilyCare Program worth the investment?

A: Consider the cost of family conflict, probate court, lost assets and potential tax consequences from an outdated plan. The FamilyCare Program is a fraction of those potential costs while providing ongoing peace of mind.

Live & Die in Peace: Your Loved Ones Deserve This Kind of Support, Protection and Care

Becoming a member of our FamilyCare Program means knowing you and your family have us in your corner for life… and beyond.

With our FamilyCare Program, you're not just getting legal documents; you're gaining a lifelong partner dedicated to your family's security and peace of mind.

Don't let your family suffer because your estate plan became outdated. Take action today to ensure your legacy of love and protection remains strong.

Ready to learn more? Contact us today to schedule a Life & Legacy Planning Session, or a review of your existing plan to determine if you qualify for our FamilyCare Program.