We take the fear out of the estate planning process.

We understand how scary it can be to consider your own end of life. That is why our estate planning lawyers take the time to listen to your wishes and answer your questions. Our goal is to craft an estate plan that allows you to to protect your home and life savings and secure your future. Estate planning is not a one time event. Just as life comes with changes, so should your estate plan. That’s why we created the Chesapeake Care Plan.  

ABOUT THE CHESAPEAKE CARE PLAN 

As an estate planning lawyer at Chesapeake Wills and Trusts in Maryland, I understand the importance of creating a comprehensive estate plan that evolves with your and your family’s needs. That’s why we offer the Chesapeake Care Plan, an exclusive program designed to provide our trust clients with peace of mind and comprehensive support for their estate planning needs.

Ensuring Ongoing Support

With the Chesapeake Care Plan, our commitment to you extends beyond the initial creation of your estate plan. Here’s what you can expect:

• Ongoing Access to Our Firm: We prioritize your accessibility, offering you reasonable access to our team via telephone, email, or appointments free of charge. We understand that questions and concerns can arise at any time, and we strive to respond promptly within 24 hours.
• Regular Document Review: Estate planning is not a one-time event but an ongoing process. Our firm will proactively monitor your estate plan at least every two years to ensure it continues to align with your wishes and any changes in your life circumstances.
• Immediate Plan Changes: Should there be a change in the law affecting your plan or if you require adjustments such as updating beneficiaries or trustees, we’ll promptly notify you and make the necessary modifications at no additional cost.
• Thorough Asset Review: We’ll regularly review the character, value, and ownership of your assets to ensure they are properly coordinated with your estate plan, providing you with added confidence in the security of your assets.

Access and Education

In addition to ongoing support, the Chesapeake Care Plan offers access to valuable resources and educational opportunities:

• Worldwide Document Access: All members of the Chesapeake Care Plan receive a subscription to DocuBank, granting hospitals and medical providers immediate access to your essential estate planning documents, ensuring your wishes are honored, even in times of urgency or incapacity.
• Educational Workshops and Webinars: Stay informed about the latest estate planning news, trends, and legal updates through complimentary workshops and webinars. We encourage your family members and trusted advisors to attend with you, fostering a shared understanding of your estate plan.
• Communication with Professionals: Collaboration is key to a well-rounded estate plan. We’ll work closely with your financial advisors, accountants, and insurance professionals to ensure seamless integration of your estate plan with your overall financial strategy.

Planning for the Future

As life unfolds and circumstances change, your estate plan must adapt accordingly. Here’s how the Chesapeake Care Plan addresses these evolving needs:

• Regular Updates to Powers of Attorney: To prevent potential issues with outdated documents, we recommend updating your powers of attorney every three years. As a member of the Chesapeake Care Plan, we’ll ensure these critical documents remain current and valid.
• Family Care Meeting: We facilitate open communication with your family members and trusted advisors through a Family Care Meeting, where you can explain your plan, address questions, and promote family harmony by setting clear expectations.
• Settlement Fee Guarantee: Through the government’s probate process, the attorney fee for post-death administration could be as much as 3.6% of the value of your estate. As a participant in The Chesapeake Care Plan, we will agree to represent your helpers during the post-death administration of your assets at a maximum fee of 1% of your gross taxable estate. This cap on our fee helps to ensure cost certainty and potential savings to your heirs after your death. The Settlement Fee Guarantee could save tens of thousands of dollars on the cost of administration!

Our aim is to craft and execute plans that address all your concerns and help you achieve your aspirations. Unfortunately, even the most meticulously crafted plans can become susceptible over time. Why is that? Well, for one, laws governing taxes, inheritances, Medicaid eligibility, and more are in a constant state of flux. Additionally, your needs and those of your family evolve over time. From marriages and divorces to the birth of children, financial or personal challenges, aging, disability, inheritances, and ultimately, passing away—change is an inevitable part of life. Consequently, your estate plan must adapt accordingly.

Enter the Chesapeake Care Plan. We’ve developed this program to ensure that your trust plan remains current and effective, ready to serve its purpose when you need it most. Moreover, by enrolling in this program, you gain access to a comprehensive array of services at a fraction of the cost you’d incur if procured individually.

We are dedicated to safeguarding your long-term well-being and that of your family. We encourage you to seize the opportunities presented by the Chesapeake Care Plan, leveraging its benefits to secure your family’s future.

We hope you’ll seize the opportunity to explore all that the Chesapeake Care Plan has to offer.

Schedule a Call

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