Snyder Law's Legacy Care Plan

Ongoing protection for your family, your future, and everything you’ve built.

The difference between having a plan and living with confidence.

Most estate plans are snapshots of life at a single moment — a new baby, a home purchase, a business milestone. But the years bring change: new laws, shifting assets, different priorities.

Without updates, even the best-drafted plan can lose relevance.

The Legacy Care Plan ensures your plan grows and adapts with you — so your family, business, and beneficiaries always stay protected.

Businessman in suit holding keys with house graphics around and dark background

PLANS THAT ARE DESIGNED TO FIT YOUR FAMILY'S NEEDS

Every Snyder Client Is Part of the Legacy Care Plan

From day one, every Snyder client becomes part of our Legacy Care Plan - because ongoing protection shouldn’t be optional.

You’ll have access to the same thoughtful systems we use to keep your plan current, your documents organized, and your family ready - all designed to fit how you like to engage.

Whether you prefer simple annual check-ins, hands-on planning sessions, or full family continuity support, there’s a Legacy Care level for you.

The Result

No matter your level, you’ll always have:

  • A living plan that reflects your current life and goals.
  • A direct line to advisors who know your family.
  • A calm confidence that everything — and everyone — is prepared.

FOUNDATIONS

Stay connected and confident between milestones

Included
with every client

Every Client Receives:

  • Secure Online Vault with emergency access cards
  • Monthly "Family Readiness" email with quick, 3-minute insights
  • Semiannual Review Prompt checklist ("What's Changed")
  • Welcome+Compltion package with membership card and quick-question helpdesk
  • Special pricing for a-la-carte projects

STEWARD

Proactive maintenance and real access to your attorney team

$ 125/mo

Includes Everything in Foundations, Plus:

  • Annual Family Strategy Review led by your attorney. Amend your plan and minor revisions
  • Quarterly Member-Only Educational Webinars
  • Priority "Ask Your Attorney" channel (fast replies)
  • Invitations to private learning dinners and events

LEGACY

Unified care for family and business continuity under one roof

$ 395/mo

Includes Everything in Deluxe, Plus:

  • Trustee & Fiduciary Training (Live and On-Demand)
  • Annual Advisor Roundtable with your CPA/financial team
  • Facilitated Family Meetings led by your attorney
  • Business Well Check / Compliance Review for entity upkeep
  • Strategic Tax Planning Review for complex or high-net-worth situations

Let’s start the conversation.