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Client Care Membership Program

Names, Concepts, Useful Links for Estate and Elder Law

April 19, 2024

Some of the names of and links to client care programs for estate and life care planning from firms we know or found online are listed below. (Also know Premier can provide a firm branded web based ‘client app’ that is a great addition to any paid or unpaid client care, continuing relationship program. see info and image below}

Membership Program names carry a concept. For example, the ‘Poyner Plan’ the unique service from the firm. ‘A good physician practices preventative medicine. At the Poyner Law Firm, we practice preventative law. Our job is to anticipate problems and have the legal mechanisms to resolve them in place before the IRS, disappointed relatives, and trial attorneys begin to circle your estate.’

Poyner Plan – Poyner Law Firm Los Gatos, CA link only available to protected clients https://poynerlaw.com/protected-clients-only/

Continuing Legal Care Plan – Johnson, McGinnis TN https://www.tn-elderlaw.com/continuing-legal-care-plan

R-way – Wilson law firm in Madison, WI https://wilsonlawgroup.com/rway-trust-care-program/

Life Bridge – Weatherby & Associates Hartford, CT https://weatherby-associates.com/lifebridge-program

POM’s Vincent Russo New York https://vjrussolaw.com/peace-of-mind/

PALMS – Lou Pierro, NY,NJ MA FL https://www.pierrolaw.com/?alb_elements=palms

Life Plan John Preston San Diego CA https://www.prestonestateplanning.com/create-maintain-administer/

Yourlawyers4life Victor Medina Pennington, NJ https://www.jerseyestateplanning.com/why-estate-plans-fail/

Family Care Program – John Heck Alexandria, VA https://www.legacylawyers.org/FCP

Auto-Pilot Planning Joshua Dorcey FL https://www.dorceylaw.com/practice-areas/auto-pilot-planning-program/

SAVeT™ – Vincent E. Bonazzoli Lynfield, MA – https://www.feplg.com/resources/savet-system/

TLC – David Zumpano – NY https://eplawcenter.com/abTut-estate-planning-law-center/tlc-maintenance-program/

I learned the most about continuing estate and client care programs from Roger Poyner of the Poyner Law Firm in Los Gatos, CA

The Poyner Plan is the firms unique offering deveoped organically and active for over 40 years.The Poyner Plan Retainer Program started organically in 1978 A proprietary link is for ‘protected clients only’ When I worked with Roger he had 1400 clients on his retainer system. Retainer because the emphasis is to retain the relationship with your attorney and not just maintaining documents. The system he invented and we further developed could produce in one day of processing, a package for of his each of 1400 clients. This consisted of an Annual Update Letter, a multi-page ‘Exhibit A’ and a client invoice for the upcoming year. The clients ‘Exhibit A’ identified people, their roles and a schedule of assets with appropriate legal language . Also provided are instructions on how to update and sign their Exhibit A’.

If ever needed the updated and signed Exhibit A was useful in support of a California Heggstad petition – used in California probate and trusts to transfer property into a trust after the death of the trust creator. It’s also known as an 850 petition, and is named after a 1993 California court case. The petition is used when a deceased person’s Living Trust doesn’t include a real property or asset, which can happen if the title of the property or asset isn’t legally transferred to the Living Trust.