Your estate plan is something that should change over time. Consider this:
- Your estate plan should change when your family situation, (such as birth of a child or divorce), your finances, and/or health change.
- Massachusetts laws change frequently, causing your estate plan to need changes in order to comply with the new laws.
- Financial institutions & healthcare facilities are requiring Power of Attorney and Health Care Proxy documents to be as recent as one year.
Member Benefits:
- Free Annual Review to analyze your estate plan to ensure your plan works as intended.
- Free changes to your beneficiary designations including Guardians, Powers of Attorney, Health Care Proxy, and Successor Trustees.
- Free yearly updates to your Powers of Attorney (health and financial) to ensure acceptance.
- All other services regarding your estate plan at a 20% discount as your family needs change.
- Free phone calls to our office related to your estate plan by you, your financial advisor, CPA, or insurance professional.
- 24/7/365 secure online access to your medical documents for you, your medical professionals, and first responders in a crisis through DocuBank.
- Free Health Care Proxy for adult children, ages 18-21.
- Reduced fee for probate administration (by continuing to participate in the client care program on an uninterrupted basis)
- Invitation to exclusive monthly events such as guest speakers or Q&A sessions with an attorney.
- Invitation to exclusive client appreciation events.
FIRST YEAR IS FREE
With the purchase of an Essential or Enhanced Estate Plan Package, your first year’s enrollment in the Client Care Program is FREE. After the first year, you are asked to re-enroll for an annual fee.
If you already have an Estate Plan created with Generations Law Group and are not currently a member of our Client Care Program, contact us at Info@GenerationsLawGroup.com to find out how to become a member.
Having your MassHealth Application approved is just the first step. Maintaining eligibility annually is critical to ensure there is no interruption of your or your loved one’s MassHealth benefits. Our MassHealth Client Care Program addresses this and other issues that may arise.
- Develop and respond to MassHealth eligibility review to help you navigate the hurdles to continued eligibility.
- Reasonable telephone consultations with us about any legal matter related to your MassHealth status.
- Our regular e-mail newsletters to keep you current on important and contemporary issues.
- Invitation to exclusive quarterly inhouse events such as Q&A sessions with an attorney.
- Invitation to exclusive client appreciation events.
- For other legal matters you may encounter, access to our network of referral partners.
- Free Notary Services for any type of document.
As Guardian and/or Conservator for a loved one, there are certain court-related responsibilities you need to fulfill in order to maintain your position. To assist you with meeting these obligations, we offer our Client Care Program.
Program Features:
- Developing and filing court required Inventory, 60/90 day care plan and annual care or financial plan.
- Preparing and filing annual reports or accounting (court filing fees extra)
- Reasonable telephone consultations with us about any legal matter related to your responsibilities as Guardian and/or Conservator.
- Invitation to exclusive quarterly in-house events such as Q&A sessions with an attorney.
- Invitation to exclusive client appreciation events.
- 24-hour online access to your Court appointment papers through our client portal.
- Our e-mail newsletter to keep you current on important and contemporary issues.
- Free Notary Services for any type of document.
- For other legal matters you may encounter, access to our network of referral partners.
