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ProActive Elder Law

Protecting Your Family’s Assets

Building A Better Future

Being ProActive and not Reactive
Estate Planning and ProActive Elder Law

Our practice focuses on estate planning. We believe estate planning is a process, not just a set of documents.  As we age, our office if able to help with coordinating your estate plan with elder law planning.

PROActive Elder Law focuses on a Process, with strong relationships between the client, law firm, family, advisors, and care coordinator to help support you throughout the aging process.

In addition, we have developed a maintenance and education program, LifeFocus Planning™ that keeps your plan up to date and accurate throughout life’s changes. We provide education and training to you and your family to ensure that the loved ones you designate know what to do should they need to assist. This is key to ongoing success of your plan.

The program also includes:

  1. Reviewing and updating your plan due to life and law changes, so it stays up-to-date, and your estate plan works!
  2. Reviewing your assets and beneficiary designations on an annual basis to ensure your plan will always work as intended.
  3. Word-processing changes made, as needed, to your existing documents.
  4. Ongoing enrollment in DocuBank, to ensure your emergency medical information will always be available when needed, 24/7.
  5. Ongoing enrollment in DCS, to ensure your digital assets are properly managed at death and provides a secure portal for our sharing of documents
  6. Invitations to client education workshops and client appreciation events. Potential topics include: “What to Do” Workshop for Your Helpers, Estate Planning Nuts & Bolts, Retirement Planning, Wealth Reception Planning, and more.
  7. And much more—all without hourly billing!

Our trust settlement services help to ease administration at death for your loves ones. We counsel, settle, and administer the plan with the family according to your wishes.

To get a copy of our 2021 Essential Numbers please click below.