LIFEPLAN

The Lifeplan™planning process involves an ongoing and formal relationship with Caldwell Law after your plan has been created. To keep plans (and clients) up-to-date, the Lifeplan™process includes regular communications from Caldwell Law, meetings designed to review planning and planning options, “helper” training, and ongoing funding/titling assistance.

Taking care of tomorrow means keeping your plan current.


Lifeplan™ Luncheons

Caldwell Law is dedicated to offering educational programs to our Lifeplan™ clients. We host periodic luncheons with guest speakers sharing their thoughts on a variety of interesting subjects. Click on an event below to learn more.

Upcoming Lifeplan™ Luncheons:

Third Tuesday Titling

Titling is the bane of successful estate planning. It doesn’t have to be so. Join Renee Harvey for our Third Tuesday Titling Tutorial. These sessions are designed to answer your […]

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19 March 2024
ONLINE via Zoom, NH United States
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Third Tuesday Titling

Titling is the bane of successful estate planning. It doesn’t have to be so. Join Tim Caldwell for our Third Tuesday Titling Tutorial. These sessions are designed to answer your […]

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16 April 2024
ONLINE via Zoom, NH United States
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Senior Wellness with Amy Fortier

Come and join Master Trainer and Group Exercise Coordinator, Amy Fortier who will be shaking things up to get your body moving and feeling good.  She will feature simple drills […]

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17 April 2024
Online, United States
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Lifeplan™ Helper Training Seminars

Helper Training seminar provide an understanding of the duties a fiduciary “helper” performs when someone becomes incapacitated or dies.

Upcoming Helper Training Seminars:

There are no upcoming events at this time.


Lifeplan™ Update Sessions

Caldwell Law’s Lifeplan™ clients attend an update session every two or three years because it is important to keep up with evolving laws, tax codes, and life’s changes.

Upcoming Client Update Sessions: 

Express Update

Married/Trust Based Plans

Single/Trust Based Plans

Will Based/Married and Single

There are no upcoming events at this time.


CLIENT SUGGESTIONS

As always, we welcome your thoughts and suggestions.  Click here for the Suggestion Box Form.

Remember:  The client with the best suggestion will be rewarded with a free year of LifeplanTM services.  The winner is announced at the Annual Client Meeting.


Would you like to learn more about Caldwell Law’s comprehensive approach to Estate Planning? Click over to the ‘Contact Us’ page to schedule a free introductory meeting.