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:

Estate Settlement: Fact or Fiction? Presented by Pam Brackett

Estate Settlement: Fact or Fiction? Presented by Pam Brackett

Online, United States
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Settlement--Fact or Fiction? Probate is not a 4 letter word! Join us as we answer questions such as - When is Probate required? What does "settling your estate" mean? What happens at my death? What is the difference between an Executor and a Trustee? What are the immediate tasks of an Executor or Trustee? What does "distributing […]

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16 June 2021
Investment Workshop with Rob Johnson

Investment Workshop with Rob Johnson

Online, United States
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Explore the ins and outs of investing for retirement with Baystate Financial's Rob Johnson.  This educational workshop will have something for everyone. From understanding risk to exploring various investment vehicles to managing market volatility, he will work to paint a clearer picture of how you can grow and maintain a nest egg by investing it.

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14 July 2021
Third Tuesday Titling

Third Tuesday Titling

Online, United States
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Titling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with your […]

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20 July 2021


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:

How to Settle your Estate without Dying/Helper Training Workshop

How to Settle your Estate without Dying/Helper Training Workshop

Online, United States
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Free

Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.

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22 June 2021
How to Settle your Estate without Dying/Helper Training Workshop

How to Settle your Estate without Dying/Helper Training Workshop

Online, United States
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Free

Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.

Find out more »
23 November 2021


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.