LEGACY CARE PROGRAM
Ensuring Your California Estate Plan Works When The Time Comes.
The Legal Care Program at CunninghamLegal strives to create a tailored plan that addresses all of your concerns and helps you realize your goals. Unfortunately, even the most carefully prepared plans become vulnerable over time. After all, assets change, the family evolves, and health issues arise. Our Legacy Care Program ensures your assets are properly aligned and tracked with your estate plan so that your loved ones will be taken care of now and in the future.
Legacy Care Program Members receive the following benefits*:
- Asset Alignment, Verification, and Tracking
- Trust Review and Updates
- Access and Communication
- Events and Education
- Family Care Meeting
- Collaboration with Trusted Advisors
- Trust Financial Plan Overview
*All program deliverables assume requests are “reasonable” in nature; large changes in plan documents may necessitate additional charges
With a combined 68 years of experience, CunninghamLegal’s attorneys are experts in the areas of estate planning, trust administration, disability/special needs planning, asset protection, and much more.
Our firm is dedicated to making sure your estate plan will work the way it was intended over time.
Please also consider joining one of our free online Estate Planning Webinars.
We look forward to working with you!
James Cunningham Jr., Esq.