You have thoughtfully and prudently worked with your estate planning attorney to create an estate plan that meets your needs and desires to protect your family. But what now? In many cases these documents provide a false sense of security and peace of mind because the documents alone will not take care of your family. Your life will change, laws will change, your family circumstances will change and your assets will change. But possibly most important, your assets need to be properly allocated to ensure your loved ones are taken care of when it really matters.
When we create an estate plan for you, our focus is on you, your family, and making sure that your family is taken care of when you die. To accomplish this we not only need to create and implement the plan, we also need to maintain and update your plan. The Client Care Program ensures that your plan stays current and effective by annually reviewing the plan, ensuring all assets are allocated properly, and your family is included in the planning. We will never bill you by the hour and instead work on a flat price basis.
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1200 Mountain Creek Road, Suite 485
Chattanooga, TN 37405
57 Maple Grove Drive, Suite 201
Crossville, TN 38555