Here To Serve You Always
Our Family Wealth VIP Membership Programs are part of what set us apart and allow us to ensure your plan works to keep your family out of court and out of conflict and to care for you and your family throughout all of life’s stages.
At most estate planning law firms the relationship ends when you sign your documents. Not so with us. At Cava & Faulkner, we see the signing of your estate planning documents as just the beginning of our relationship with your family.
And that’s how it should be because your life will change, your assets will change and the law will change. Your plan needs to change along the way as well.
Make Sure Your Plan Changes With Your Life, Your Assets, and the Law
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most.
If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in state departments of unclaimed property throughout the U.S. and we never want to see a penny of your assets there. Nor do we want to see your family to be stuck dealing with the court system when you’ve worked so diligently to make things as easy as possible for them.
That’s why we prepare your Family Wealth Inventory of your assets and keep it up to date year after year so your loved ones can always locate what you own and how you own it if and when necessary.
Three-Year Plan Review Is Included With Every Plan
With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Additional Benefits Provided Under Our Membership Plans
Our Family Wealth VIP Membership Programs are designed with maximum protection and service in mind:
- Annual plan review with unlimited plan amendments
- Annual review of your assets and update to your asset spreadsheet
- Annual Family Wealth Legacy Interviews to transition your most important and most frequently lost family wealth – who you are and what’s most important to you
- Family Wealth VIP Membership Program that provides 24-7 online access to health care and guardianship documents
- Substantial discount on our fees for advising your loved ones after you are gone
- And much more, including valuable membership enrollment bonuses
For more information about our unique Family Wealth VIP Membership Programs, schedule your Family Wealth Planning Session online.
We’ll review what you own, who you love, and what would happen under your current plan or the state’s default plan for you.
Then we will personally design a plan that fits exactly your family and your desires and you can enroll in our Family Wealth VIP Membership Program to keep your tailored plan up-to-date always.