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

* All packages include 10% discount on additional legal services

Testimonials

“Knowing we can contact Snyder Law with any concerns or questions is important [to us]”

“We feel confident knowing that we receive sound advice and guidance from Snyder Law. It gives us peace of mind knowing that our trust will be reviewed annually and that it is not just sitting untouched year after year and most certainly becoming outdated.”
“I like the peace of mind around the program and knowing I can make changes and update the plan without a charge.”
“Just having access to Kevin and knowing that I am not getting a big charge for legal fees [is a great perk].”
“Overall a great program and great team with excellent customer service.”

Compare Benefits

Click on a benefit for more information.

Standard

Deluxe

Premium

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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

A dedicated member of our team will always be accessible to you when you have concerns or need assistance with your planning. When a situation arises that requires the execution of your family planning documents, our team will be here to guide you.

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Notary Services

Our office has multiple notaries that are available to notarize any document—free of charge!

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Unlimited Online Storage

Our firm will have all your documents stored securely within our database as long as you remain a member. No need to stress if you misplace a document or your computer crashes. We got you!

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Annual Review Meeting

A highly sought-after service in our firm where our clients sit down with an attorney to have a complete review of their estate and overall life planning.

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Document & Contract Reviews

An attorney will read through any documents or contracts that you feel could use an attorney’s eyes on. This gives you peace of mind before signing or having someone else sign a document.
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Amendments & Revisions

Life happens, things change. When these changes occur in your life, we will be ready to make the necessary changes to your current planning.

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Family Meeting

Our team will sit down with you and the people you have selected to include in your planning and we will inform and educate them of their role(s) and responsibilities within your plan.

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Trustee Training

A trustee’s role is to administer and distribute your assets in the trust according to your wishes. We will educate your designated trustee(s) on your wishes and how to properly carry out their duties should they need to.
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Young Adult Emergency Plan

Our Young Adult Emergency Plan will make sure the law doesn’t negatively affect your child by limiting your ability to care for them in an emergency. This planning includes a will, health care power of attorney, durable power of attorney, HIPAA waiver, and I.C.E. card.

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Guardianship

As your family grows, you want to make sure your children are properly cared for in an emergent situation. Having proper guardianship set up for your kids could mean the difference between them being comfortable with family or sent to a foster home until the courts can make a ruling on their care.

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Business Compliance / Audit

This service is incomparable for our business-owning clients. Having an attorney do an audit and make sure you are meeting state & federal regulations within your business could save you from expensive lawsuits in the future.
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Annual Advisor Meeting

We will arrange a meeting with you and all of your professional advisors, such as financial advisors, long term care advisors, CPA, additional attorneys, etc. This meeting will ensure that the team of advisors you have put into place for all of your planning and care are on the same page when it comes to your needs and wishes.
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Have a client care question? We would love to hear from you.

Or call us today at 949.333.3702

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