FamilyCare Plan™
(Life & Legacy Family Care Program)
Nurturing Your Plan. Supporting Your Family. Protecting Your Legacy.
At The Legacy Planners P.C., our mission is to provide planning that works to keep your family out of court and out of conflict. Your estate plan is not a one-time document. It’s a living, breathing plan that must grow and evolve with your life. That’s why we created our Personal Family Lawyer® Life & Legacy FamilyCare Plan™, a program designed to provide lifelong guidance, connection, and peace of mind.
The FamilyCare Plan™ ensures that your plan continues to work exactly as you intended today, tomorrow, and for generations. It allows you to stay connected to your Personal Family Lawyer®, receive ongoing support, and make informed legal and financial decisions with clarity and confidence.
Why We Created the FamilyCare Plan™
Traditional estate planning places the responsibility on you to remember when to contact your attorney:
- Has your family changed?
- Do your documents still work the way you think they do?
- Has the law changed?
- Has your financial situation changed?
- Have your assets changed?
Most people don’t realize the changes that require legal updates, or they avoid calling their attorney out of fear of cost.
The result? Plans unintentionally become outdated, making families vulnerable to probate, conflict, or undesired outcomes.
The FamilyCare Plan™ solves this problem.
Our program gives you affordable, year-round access to your Personal Family Lawyer®. You’re never left wondering whether your plan still works or whether a change in your life requires a legal adjustment. We stay connected with you, monitor changes, keep your plan updated, and will communicate with the people you designated to act on your behalf when something happens.
This is estate planning the way it should be—proactive, caring, and deeply personal.
What the FamilyCare Plan™ Includes
We offer three membership levels: Essential, Enhanced, and Elite. Each membership level designed to meet you where you are and support you in the years ahead. All membership levels focus on:
✔ Ongoing Annual Plan Reviews
We keep your estate plan current as your family, assets, and goals change.
✔ Continuous Attorney Access
We answer your questions before you make major decisions or after life event changes without worrying about hourly fees.
✔ Support for the People You Trust
We maintain communication with your chosen fiduciaries, directing them when they are needed.
✔ Up-to-Date Asset Tracking
We review your assets and align them with your plan ensuring nothing is overlooked.
✔ Lifetime Locked-In Pricing
Your membership rate never increases as long as you remain enrolled.
This program brings peace of mind not only to you, but also to your loved ones, ensuring that when the time comes your plan works exactly as you intended.
FamilyCare Plan™ FAQs
What is the FamilyCare Plan™, and why do I need it?
The FamilyCare Plan™ is a membership program that ensures your estate plan remains updated as your life, assets, and the law change. It provides ongoing attorney access, annual reviews, and continuous support ensuring your family is always protected.
How often will my estate plan be reviewed?
Your plan is reviewed every year or more frequently, if needed, to ensure all documents continue to reflect your current wishes, financial situation, and legal requirements.
What are the differences between the Essential, Enhanced, and Elite membership levels?
Each level offers increasing access, benefits, and hands-on support. Some include more frequent reviews, document amendments, additional consultations, or expanded services. We help you choose the level that best fits your family, your goals and your budget.
Does the FamilyCare Plan™ include unlimited legal questions?
Members receive ongoing access to their Personal Family Lawyer® for guidance on estate planning, asset changes, and related life decisions without the fear of hourly fees.
Can I join the FamilyCare Plan™ if I completed my estate plan in a previous year?
Absolutely. You may join at any time, though enrollment fees apply unless you are eligible for a limited-time waiver. Membership ensures your existing plan stays current and effective. *This service in only available to clients who’s Life & Legacy Estate Plan was completed by Lauren J. Caisse, Esq.
