Lifeplan

The LifeplanTM 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 LifeplanTM 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 LifeplanTM clients.  We host periodic luncheons with guest speakers sharing their thoughts on a variety of interesting subjects.  Click on a title below to learn more.

Upcoming LifeplanTM Luncheons:

Funding - Getting Title Right! (Will-Based Clients Only) - June 21, 2017 - June 21, 2017 - 12:00 pm to 1:00 pm Register Online

Let's Talk About Death with Steve Gordon - July 19, 2017 - 11:45 am to 1:00 pm Register Online

Plan Your Funeral the Way YOU Want It with Michael Whitman - September 20, 2017 - 11:45 am to 1:00 pm Register Online

Funding -- Getting Title Right! (Trust-Based Clients Only) - October 18, 2017 - October 18, 2017 - 12:00 pm to 1:00 pm Register Online

Elder Abuse & Scams with Tori Lloyd - October 25, 2017 - 11:45 am to 1:00 pm Register Online


Lifeplan™ Helper Training Seminars

Helper Training seminars provide an understanding of the duties a fiduciary "helper" performs when someone becomes incapacitated or dies.

Upcoming Helper Training Seminars:

How to Settle your Estate without Dying/Helper Training Workshop - June 1, 2017 - 2:00 pm to 4:30 pm Register Online

How to Settle your Estate without Dying/Helper Training Workshop - November 28, 2017 - 2:00 pm to 4:30 pm Register Online


 

Lifeplan™ Update Sessions

Caldwell Law's LifeplanTM 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

October 17, 2017 - 12:30 pm to 3:00 pm Register Online

Married/Trust Based Plans

June 15, 2017 - 10:00 am to 12:30 pm Register Online
June 27, 2017 - 12:30 pm to 3:00 pm Register Online
July 20, 2017 - 12:30 pm to 3:00 pm Register Online
August 15, 2017 - 12:30 pm to 3:00 pm Register Online
September 7, 2017 - 10:00 am to 12:30 pm Register Online
September 26, 2017 - 12:30 pm to 3:00 pm Register Online
October 17, 2017 - 10:00 am to 12:30 pm Register Online
November 9, 2017 - 10:00 am to 12:30 pm Register Online

Single/Trust Based Plans

June 15, 2017 - 12:30 pm to 3:00 pm Register Online
August 15, 2017 - 10:00 am to 12:30 pm Register Online
September 26, 2017 - 10:00 am to 12:30 pm Register Online
November 9, 2017 - 12:30 pm to 3:00 pm Register Online

Will Based/Married and Single

June 27, 2017 - 10:00 am to 12:30 pm Register Online
July 20, 2017 - 10:00 am to 12:30 pm Register Online
September 7, 2017 - 12:30 pm to 3:00 pm Register Online

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.