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:

Green Burial Luncheon

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Join us as Lee Webster presents on Eco-friendly and Affordable Funerals, Burials and Everything In Between. A light lunch will be served. We look forward to seeing you!

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22 May 2019

Funding Wills

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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The success of your estate plan depends on the complete and correct titling of all your assets! Yet this necessary step is often overlooked. If your estate plan does not include a trust, then you have a will-based estate plan and this workshop is for you! Join Caldwell Law's, Pamela Lain, to learn more about getting […]

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19 June 2019

Funding Trusts

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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The success of your estate plan depends on getting title right—for all of your assets!  The complete and correct funding of your trust is one of the most critical aspects of estate planning, yet it is often overlooked. Join Caldwell Law's, Pamela Lain, to learn more about getting titling right A light lunch will be […]

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17 July 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

Hanover Road Professional Center, 367 Route 120, Suite B-6
Lebanon, NH 03766 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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05 June 2019

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 »
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.


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.