Client Care Memberships

Peace of Mind for Your Family

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a large family having a hike
Grand parents and grandchild making breakfast

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

Patricia Ramskill
Patricia Ramskill
a month ago
We needed to update our Living Trust and received a recommendation for Snyder Law. I certainly am glad that we followed that recommendation! Everyone that we dealt with was extremely professional and…
David Wilson
David Wilson
a week ago
Kevin was great (very knowledgeable, patient, and creative), and Marti McIntosh (who handled the signing meeting) was fantastic. She is very friendly, organized, prepared, timely, smart, and conscientious. Marti is a professional,…
Amie Harris
Amie Harris
2 months ago
It’s been a true pleasure to work with the entire team at Snyder Law! They helped us with our estate planning and another complex real estate transaction - both of which felt…
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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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Dedicated Customer Service Representative

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Notary Services
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Unlimited Online Storage
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Annual Review Meeting
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Document & Contract Reviews
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Amendments & Revisions
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Family Meeting
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Guardianship
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Trustee Training
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Young Adult Emergency Plan
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Business Compliance / Audit
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Irrevocable Life Insurance Trust
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Annual Advisor Meeting
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