Relationship
Client Care is built on an ongoing relationship with our firm, not a one-time transaction.
Client Care Program
Your Estate Plan Should Grow With You
Legacy ◆ Protection ◆ Peace of Mind
Creating an estate plan is an important first step—but life doesn't stand still. Families grow, assets change, properties are bought and sold, laws evolve, and the plan you created years ago may no longer reflect where life has taken you.
Request a ConsultationAn Ongoing Relationship With Our Firm
The Alliston Estate Planning Client Care Program is designed to help keep your estate plan current, properly aligned, and working the way you intended.
Rather than handing you a binder and sending you on your way, Client Care gives you an ongoing relationship with our firm and a team you can turn to as life changes.
A First Plan That Can Grow
Starting With Family Essentials.
Many families begin with a simple first plan and add sophistication as their home, careers, and children grow. Young family estate planning through Family Essentials is a natural starting point for the long-term relationship Client Care is built around.
$1,750Flat fee per coupleComplimentary 30-minute consultationExplore Family Essentials
Alignment
We periodically review your plan and help identify changes that may require attention.
Clarity
Questions often arise long after documents are signed. Client Care provides continuity with a team that already knows you.
Considerations
Planning Is an Ongoing Process
Every matter is different. The appropriate plan depends on the documents, property, people, and goals involved.
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We believe estate planning should be more than a one-time transaction.
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Our goal is to build lasting relationships with the families we serve and help ensure that the planning you put in place today continues to provide Legacy • Protection • Peace of Mind for the years ahead.
Ongoing Care for Your Estate Plan
Regular Estate Plan Reviews
Periodic opportunities to review your plan and make sure it continues to reflect your family, wishes, and circumstances.
Asset & Trust Alignment
An estate plan is only as effective as the way your assets are coordinated with it. We help review how assets, accounts, real estate, and beneficiary designations fit within your overall plan.
Life Change Check-Ins
Marriage, divorce, births, deaths, retirement, relocation, business changes, and significant purchases or sales can all affect an estate plan. We help you determine when an update may be appropriate.
Family & Legacy Planning
When appropriate, we can help facilitate conversations with family members and the people who may one day serve as trustees, executors, agents, or other trusted decision-makers.
A Continued Relationship With Our Firm
Questions often arise long after an estate plan is signed. Client Care provides continuity with a team that already knows you, your family, and your plan.
Already an Alliston Estate Planning Client?
Ask our team about the Client Care Program and how ongoing estate plan reviews can help keep your plan aligned with your life.
Begin the Conversation
Your Legacy Deserves Thoughtful Planning.
Whether planning for the future or navigating the estate of someone you love, Alliston Estate Planning provides sophisticated legal guidance with a personal approach.
Legacy ◆ Protection ◆ Peace of Mind
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