GENERATIONS LAW GROUP CLIENT CARE PROGRAM

Your family’s continuous protection is as important to us as it is to you. We are proud to offer our Client Care Program – to ensure your estate plan reflects your current goals, needs, family and financial situation.

Client Care Program

We created our Client Care Program to be an easy and cost-effective way for our clients to contact us with questions, enjoy informative events, and make changes to existing plans.

ESTATE PLANNING - CLIENT CARE PROGRAM

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.

 

MASSHEALTH - CLIENT CARE PROGRAM

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.

 

GUARDIAN / CONSERVATOR - CLIENT CARE PROGRAM

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.

Event Calendar
for Care Members

https://generationslawgroup.com/wp-content/uploads/2020/10/mother-and-son-picture-id639897612-e1603832564235.jpg

TEAM OF GENERATIONS LAW GROUP

https://generationslawgroup.com/wp-content/uploads/2020/06/Generations-Law-Group-team-e1591977827243-640x298.jpg

Generations Law Group advises families across multiple generations. Located in Metrowest Boston with offices in Acton and Sudbury, we offer tailored law services in elder law, estate planning, probate, and Medicaid planning, while compassionately listening and responding to your unique needs. You’ll rest easy knowing your family and valuables are well protected.

Young carer giving helping hands for elderly woman

Let us put our expertise to work for you!

10 Things to Consider

When a Loved One is Hopitalized

A heart attack, stroke, or a bad fall can put a loved one in the hospital without warning. If you are the person taking on the leadership role in navigating the healthcare process, here are ten things you should know when a loved one is hospitalized.

What to Do

After a Death in the Family

A death in the family is one of the most difficult life events that any of us will have to face. At Generations Law Group, we find that we are one of the first calls that clients make after their loved one has died. We created this e-book to help you navigate through this difficult time. We hope it helps to alleviate some of the stress and questions that you may have.

Subscribe to our Newsletter



GLG-logo-alt

Protecting Today What Matters Tomorrow


Locations:
179 Great Road #109,
Acton, MA 01720

111 Boston Post Road #101,
Sudbury, MA 01776

1500 District Avenue,
Burlington, MA 01803

Website Maintenance Turek Design

© 2020 Generations Law Group | All Rights Reserved