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4.6 stars | 77 reviews
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4.6 stars | 77 reviews

Client Care Program

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Client Care Program

What It Is, and Why It’s Important

All of us at Davidson Law Group are extremely grateful you chose us to help you protect your estate.  After listening and learning about what’s important to you, we’ve designed an estate plan for you and your family.  You’ve executed that plan and have taken a huge step forward in ensuring your legacy.
 
The next step is to ensure your plan’s proper maintenance.  The laws will change, your situation will change, your assets will change, and what is considered the “best practice” will change.  
 
Because of those realities, we have created our Client Care Program, and we’d like to carefully consider whether or not membership in this program would suit you and your family.
 
Below are some specific benefits of the Client Care Program, which we believe is the most important part of the Lifetime Planning Process:

  • Family Meeting (initial and as-needed) to educate your loved ones on roles and responsibilities, further solidifying your plan
  • Yearly Review (prompted by our office) to make any necessary changes/additions to assets, persons, or directives, ensuring your plan stays current
  • Unlimited Adjustments resulting from legislative, tax, or procedural changes, preventing any unnecessary nullification and/or vulnerability within your plan
  • Unlimited Conjunctive Correspondence and work with your financial and tax professionals, making certain the holistic health and cooperation of your plan
  • Priority Access to our office and the attorney’s calendar, so that your questions and concerns are addressed as quickly as possible, and without worry of cost
  • Member-Only Invitations to quarterly educational events and an annual appreciation event, deepening our relationship and enhancing our ability to serve your family
  • Ancillary Benefits such as serving as Organizer and Registered Agent for any LLCs you manage, discounted real estate transaction fees, discounted Business Planning and Valuation services, and other perks through our strategic partners

Should you opt into this program, our office will also reach out on an ongoing basis with invitations to our member-only events, and near the anniversary of your plan to schedule your Yearly Review.
 
Lastly, rest assured that we would contact you with any legislative, tax-related, or other changes that occur which may affect your plan.
 
Please know how much we value the relationship we have with you and your family.  Our goal is to ensure that the plan you’ve created with us is diligently maintained so that it works smoothly for you when it’s needed, so we hope you’ll consider joining.

The Three P's of Estate Planning

People

The first thing an estate attorney will ask you to consider is the important people in your life for whom you want to help secure a future. These important people can include loved ones such as your spouse, your children, your parents, your siblings, other relatives, or your friends. Additionally, important “people” can also include charities, universities, organizations, or churches to which you are committed. You may even have a special pet that you want to provide for in the event of your absence. Make a list of these “important people” with notes about their relationship to you. You are now well on your way to creating an Estate Plan!

Property

When people hear the word “property,” they may think of a house or land. In this case, property refers to any asset you own or control. You will need to think through your assets in terms of their nature (cash, investment accounts, real estate), their value in thousands of dollars, and your ownership interest. Don’t forget to include any life insurance (death benefit), expected inheritances, or business interests. You will also need to ask yourself the following important questions: – Do I own my assets individually? – Do I own my assets jointly? – Do I have a special arrangement like a trust for my assets?

Plans

Once you have figured out the important people in your life and have identified your assets, you can then begin the last part of the estate planning process – making a plan for these people and your property in the event of your death or incapacity. To start this process, you need to ask yourself several important questions that are vital to your future, your loved ones’ futures, and the transfer and protection of your property. Who would you want to make financial decisions for you if you could no longer make them? What about medical decisions? Who would you want to have custody of your minor children in your absence? How would you divide your estate among your heirs?

Estate Planning with Davidson Law Group

If you're ready to embark on the journey of creating your estate plan, reach out to an attorney at Davidson Law Group. Your attorney will be dedicated to addressing your inquiries and providing you and your family with the assurance you need as your future unfolds.

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Service Area

Serving the Fort Worth & Dallas areas.

Business Hours

Monday8:30AM-5:00PM
Tuesday8:30AM-5:00PM
Wednesday8:30AM-5:00PM
Thursday8:30AM-5:00PM
Friday8:30AM-4:00PM

Holiday / Temporary Hours

May 27thClosed

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4.6 stars | 77 reviews
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