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Personalized Estate Planning to Reflect Your Desires and Goals and Provide for You and the People and Causes you Care About, Now and Into the Future.

Have a justified confidence that your plan says what you want it to say and the people you have engaged to help you understand their role in making it happen.

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Life Planning

The Lifeplan™ planning process involves an ongoing relationship that begins once the estate plan has been created.

Guidance

We teach. We listen. We counsel. We help clients create, implement, and maintain their estate plans.

Peace of Mind

We work with clients to keep their plans up to date and make sure they will work as intended.

Are you struggling with how to prioritize your estate plan and how to answer these 4 questions:

  1. Do I know what my estate plan says and does it say what I want it to say?
  2. Will it take care of me and the people and causes I care about?
  3. Are all my assets titled in a manner that is consistent with the terms of my plan?
  4. Do my “helpers” understand their responsibilities?

Life Planning

Regular Communication

We reach out to tell you when you should work on maintaining your estate plan as laws, tax codes, and life’s situations evolve.

Helper Training

We assist with all the details such as “helper” training and funding/titling.

Ongoing Assistance

Our staff works with you to carry out the updates required to keep the plan strong and rock solid.

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We know you want a partner to help you and your team explore all that you can accomplish with your estate plan

We understand that estate planning isn’t just about what happens when you die. It is also about what you want to accomplish in the rest of your life.

The Caldwell Estate Planning Process

“My wife and I came from families with survivor benefit issues. We saw first hand what could happen if things were not put in place properly. We laid it all out for Tim Caldwell. He responded with many suggestions and guided us, helping us get all our ducks in a row, in a comprehensive manner. We truly enjoyed his white board approach. Tim is respected. He interfaces with banks like mine. We have a reciprocal arrangement with Tim to handle the legal aspects of our clients’ financial instruments. He helps our clients become financially educated.”

– Tom, Married, One Child, Community Bank Executive

The Advantages of a Living Trust

“Our lives are more complicated now than in our parents’ day. We have many more financial details to take care of. Tim Caldwell helped us face the difficult task of planning for the future, which helps us do the most good for the next generation. He helps us revise certain details of our estate plan according to new situations that life gives us. In the past, I always let my husband handle the financial matters, but now I’ve taken over. Tim’s staff was very useful in helping me understand everything, so I know how to review our assets. This is a comfort to me because now I want to focus on activities that I’ve always wanted to do. I can concentrate on those things that bring me joy, without worrying about the financial minutiae.”

– Christine, Wife and Mother of Two

The Family Trust

“For a dozen years, Tim Caldwell and his team have attended to my legal needs. He fashioned my old will into a state-of-the-art legal document. He created a trust for my family and me. Tim’s counsel has pleased and comforted me enormously. If changes in state and federal laws occur between our annual talks, he calls and offers suggestions so I stay current. Tim’s many strengths lie in his ability to make the complex simple, the difficult understandable, and the legal ramifications clear and concise.”

– Joe, Husband and Grandfather

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Building Your Life Plan, by Caldwell Law attorneys Timothy W. Caldwell and Renee A. Harvey, is a comprehensive legal guide to estate planning and settlement. Stop by our office to pick up a book or find it on Amazon.com and Kindle!

You can also download a digital copy of our Transitions Guide today or sign up for our newsletter for regular estate planning news.

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We work with our clients and their team and help them understand what is possible, design a personalized plan and help them manage, use, and protect their assets over time.

Here’s how we do it:

1

Schedule a Consultation

2

Design a Customized Plan

3

Work with You Every Step of The Way to Keep Your Plan Current

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At Caldwell Law, we know that you want to be confident that your estate plan reflects your personal desires and goals and provides for you and your loved ones, now and into the future. In order to do that, you need a partner to help you and your team explore all that you can accomplish with your estate plan and help you ensure your plan continues to work as your intended it to.

The problem is, many people believe estate planning is only focused on what happens upon death and that they can wait and design or revise their plans some other time. Which leaves you feeling unsure of how and when to prioritize your estate plan.

We believe you should be able to answer these 4 questions today: Do I know what my estate plan saays and does it say what I want it to say? Will it take care of me and the people and causes I care about? Are all my assets titles in a manner that is consistent with the terms of my plan? Do my”helpers” understand their responsibilities?

We understand that estate planning isn’t just about what happens when you die. It is also about what you want to accomplish in the rest of your life. That’s why we work with our clients and their team and help them understand what is possible, design a personalized plan and help them manage, use, and protect their assets over time so they can stop wondering if their plan will work as intended and instead have a justified confidence that your estate plan says what you want it to say and that the people you have engaged to help you understand their role in makign it happen.

Download our Free Guide:

“How to answer the 4 most important questions for Estate Planning.”

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