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:

Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)

Retirement Income Planning with Bobette Scribner and Rob Johnson (Luncheon)

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map

Please join us as we discuss Retirement Income Planning with Bobette Scribner and Rob Johnson on this February 26th!

Find out more »
26 February 2020
Titling for Will-based Plans (Luncheon)

Titling for Will-based Plans (Luncheon)

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map

Join us to learn more about getting title right! Presented by Caldwell Law's Titling Coordinator Terrie Kelly. *For our Clients with Will-Based Estate Plans only please* A light lunch will be served.

Find out more »
25 March 2020
Consolidating Your Assets with Terrie Kelly (Luncheon)

Consolidating Your Assets with Terrie Kelly (Luncheon)

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map
17 June 2020


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

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map
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 »
03 June 2020
How to Settle your Estate without Dying/Helper Training Workshop

How to Settle your Estate without Dying/Helper Training Workshop

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map
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 »
25 November 2020


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.