FAMILY LEGACY PROTECTION PROGRAM

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At NY Elder Law Group, we believe estate planning is more than documents—it's about ongoing support, peace of mind, and protecting your legacy for generations to come.

Our Family Legacy Protection Program offers a comprehensive approach to maintaining, updating, and optimizing your estate plan as your life evolves.

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What’s Included in the Program?

Ongoing Reasonable Access To NY ELDER LAWGROUP

Our team at NY Elder Law Group is readily available to assist you through phone, email, client-requested Zoom meetings, and in-person appointments. You can also access important information and resources through the Decision Vault client portal.

Client Educational Services

We provide comprehensive educational resources for our clients, including a monthly newsletter, a curated calendar of webinars and guest speakers, timely email updates on legal and policy changes, and a collection of educational videos accessible on our website.

Communicating & Working with Your Advisors

We actively collaborate with advisors, CDAs, and other professionals to ensure seamless coordination and referrals. Additionally, we maintain strong connections with local branches to help streamline processes and navigate bureaucratic challenges efficiently.

Asset Review, Tracking & Continual Funding

We offer thorough asset review, tracking, and continuous funding to ensure your estate plan remains fully aligned with your objectives. This includes the initial funding of assets into your trust, an annual review to assess any necessary adjustments, and ongoing collaboration with your advisors to ensure your estate plan is consistently updated and optimized.

EP Document Review & Updates

Bi-annual reviews of your estate planning documents are conducted to ensure alignment with any changes in your circumstances or objectives. Further more, updates to irrevocable trusts, durable power of attorney (DPOA), and other critical documents are available at a reduced cost, ensuring your estate plan stays relevant and fully up to date.

Family Care Meeting

We offer Zoom or hybrid meetings upon client request, so you and your family understand your plan.

Other

• DocuBank
• Free Notary
• Services
• Discount on Kids’ Documents if they retain
• Discount on Medicaid application if client requires in future (15%)