Legal Care Plan – A benefit ONLY to our established clients
Yearly review of estate plan with clients (and family members if desired)
Yearly update to the estate plan documents (last will, power of attorney, living will health care proxy or trust) OR two (2) hours towards attorney contract review.
What is the Legal Care Plan?
An arrangement where you don’t have to worry about the cost, hourly rates or wondering “How much will this cost me?” When it comes to your yearly estate plan review or changes to your estate plan.
Who can benefit from the Legal Care Plan?
Established clients that have drafted their estate plan with Odelia Goldberg (or the retired attorneys where Odelia purchased their practices) in the past.
What does the Legal Care Plan provide?
Most importantly, we will hold a yearly review of your estate plan. You can include your family and friends in our review at your leisure. This is an opportunity for us to touch base on your plan and make sure that we don’t have any changes/adjustments to make.
If we do have any changes, the edits to your estate plan are included in the Legal Care Plan. If we’re not going to be editing the plan, I want to make sure your Legal Care Plan still provides a benefit to you and you’re entitled to contract reviews totaling two (2) hours.
Why are you offering the Legal Care Plan?
Many reasons! Here are a few:
We have found that a yearly review of the estate plan is not only important but essential as things change all the time. We don’t want you to have to determine whether or not an issue is “worth” calling your attorney. We want you to call us so we can help prevent big problems.
As our client, we are your legal team, and we are fully invested in your estate plan and are actively looking to help before you realize you need us. After all, if you don’t use us, you’ll probably cancel, so we’re incentivized to find ways to help you.
All of this means that we’re a relationship law firm, not a transactional law firm, and we want deep, long-lasting relationships with all our clients.
Can we meet in person?
Yes, we’re happy to meet in person. Our office is located at 1270 SW 26th Avenue, Fort Lauderdale, FL 33312
So, can I call whenever I want?
We prefer that you schedule all attorney appointments so that we can dedicate 100% of our attention to you.
I’m sold! How much does the Legal Care Plan cost?
The Legal Care Plan is $850 per year, billed every January 15th. The regular price for an estate plan review along with edits to an estate plan range anywhere from $1,500 for a single person without a trust to $4,000 for a couple with a trust. The Legal Care Plan allows us to meet and execute at a fraction of the regular price and ensures that we meet yearly to touch down on the estate plan – which is the most important part on the Legal Care Plan.
