To keep plans (and clients) up-to-date, the Lifeplan™process includes regular communications from Legacy Counsellors North, PLLC, dba Caldwell Law, meetings designed to review planning and planning options, “helper” training, and ongoing funding/titling assistance.
Legacy Counsellors North, PLLC, dba 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.
We’re celebrating the season with a special Lifeplan Client Appreciation Workshop, and we would love for you to join us! Unleash your creativity and enjoy a festive break in your […]
Helper Training seminar provides an understanding of the duties a fiduciary “helper” performs when someone becomes incapacitated or dies.
This is 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 […]
Legacy Counsellors North, PLLC, dba Caldwell Law 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 changes.
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 Lifeplan™ services. The winner is announced at the Annual Client Meeting.
