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 & Faullkner 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.
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.
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.
Our Family Wealth VIP Membership Programs are designed with maximum protection and service in mind:
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 on our Family Wealth VIP Membership Program to keep your tailored plan up-to-date always.
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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Cava & Faulkner
9070 Elk Grove Blvd
Elk Grove, CA 95624
(916) 685-1225 phone
(916) 685-0215 fax
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