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:

Origami : The Art of Folding Paper

Origami : The Art of Folding Paper

Online, United States
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Join Sophie Usherwood as she introduces the art of folding paper. Origami-paper folding is a therapeutic activity that connects people emotionally while engaging them cognitively. It is a great mindfulness activity as it allows you to focus on the present moment. In this workshop, you will learn to create artwork with just your hands and […]

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17 February 2021
Senior Fraud Prevention

Senior Fraud Prevention

Online, United States
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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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17 March 2021
Dartmouth Dementia Directive Presented by Dr. Robert Santulli

Dartmouth Dementia Directive Presented by Dr. Robert Santulli

Online, United States
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Dr. Santulli is an honorary professor of psychiatry at the Geisel School of Medicine at Dartmouth College. He has been working with colleagues to develop a dementia directive, dubbed the Dartmouth Dementia Directive (DDD). The DDD is designed to supplement one’s Advance Directive, most of which focuses on end of life situations. The DDD helps […]

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12 May 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.