Client Care Membership Program

In life, change is the one constant and is inevitable.  Common changes may include changes in your: 1) family relationships, 2) health, 3) law, or 4) finances (including asset ownership).

Just as clients should meet at least annually with their financial advisor, clients should also review their estate plan (including asset ownership) at least annually. We make it easy for you to keep your estate plan current.  For an annual membership fee, our Client Care Program entitles you to the following services:

i. An annual update letter & a one hour annual review of your plan upon request;
ii. Annual verification of proper titling for assets acquired during the membership year upon request;
iii. Membership in our service which provides 24/7 availability of your healthcare documents using a wallet card;
iv. Minor amendments to your legal instruments such as word processing changes, trustee and agent updates;
v. 50% discount on enhanced medical directives during membership year 1 for each of your children living in Colorado;
vi. Reasonable phone calls by you or your advisors regarding your trusts to Davis Schilken, PC staff in our office at no charge;
vii. Specialized workshops offered throughout the year.

Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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