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:

Senior Fraud Prevention

We are living longer than at any time in our history. We need to learn to make decisions and enlist assistance to keep our finances safe. Join us as Tori Lloyd presents on learning ways to prevent financial abuse and exploitation. You will learn about current scams and techniques  you and your “helpers” should know […]

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14 August 2019

Palliative, Hospice, AD Roleplay, & Considerations

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Learn how your plan will work if you lose capacity, and after your death. Join us to better understand helper roles and responsibilities. Are YOUR HELPERS ready? This session is designed to help you answer "YES!" to the 4th question we want all our clients to answer yes to: Do my helpers have a clue […]

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18 September 2019

Death & Dignity with Susan Gillotti

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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In 2013, Vermont became the fourth state to legalize medical aid in dying for people with terminal illnesses. Patient Choices Vermont (PCV) was the lead advocacy organization behind the adoption of Vermont's Patient Choice at End of Life Law (Act 39). In this session, we invite you to discuss end-of-life decision-making and share your thoughts […]

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23 October 2019

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

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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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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27 November 2019

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.


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.