Client Care Memberships

Peace of Mind for Your Family

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Snyder Law’s Client Care Membership programs provide important estate planning benefits and peace of mind to its members for a minimal monthly investment.

There are three tiers of membership tailored to the needs of our clients.  You have the option to choose your membership level based on the needs of your family.

The client care membership is open to all current and new clients of Snyder Law.  We highly recommend joining this program as it is of enormous benefit and value to your family if anything should happen, change, or require a review of your trust or estate plan.

Or Call Us Today at 949.333.3702

Care Membership Investment Options

Standard

Dedicated Service and Access

$ 50/mo

Includes:

  • Estate Settlement Meeting
  • Dedicated Customer Service Representative
  • Notary Services
  • Unlimited Online Storage
  • Ongoing Education

Deluxe

Dedicated Service, Additional Access, Reviews, Changes, Revisions and Meetings

$ 95/mo

Includes Everything in Standard, Plus:

  • Annual Review Meeting
  • Amendments & Revisions
  • Document & Contract Reviews
  • Family Meeting
  • Guardianship

Premium

Comprehensive Service & Access

$ 195/mo

Includes Everything in Deluxe, Plus:

  • Trustee Training
  • Young Adult Emergency Plan
  • Irrevocable Life Insurance Trust
  • Business Compliance / Audit
  • Annual Advisor Meeting

Testimonials

Caleb Lihn
Caleb Lihn
6 months ago
I cannot say enough wonderful things about Snyder Law, PC. From the moment you meet Kevin and Carolyn, it's clear they are not only exceptional professionals but genuinely caring and empathetic people.…
Jill Castagna
Jill Castagna
2 months ago
We highly recommend Snyder Law PC. Our family had a POA issue and the Snyder Law team was professional, acted quickly and efficiently. Excellent communication and confidence. Everything you are looking for…
Kelli McMahan
Kelli McMahan
5 months ago
This firm was fantastic to work with. They made all the steps very easy to establish our family's trust and estate planning. They answered all our questions and concerns in a timely…
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Compare Benefits

Click on a benefit for more information.

Standard

Deluxe

Premium

Estate Settlement Meeting

You can rest assured knowing that when the time comes for your estate to be settled, we will compassionately walk your family through that process.

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