Cona Lifetime Assistance Plan

Cona Elder Law Estate Planning clients are clients for life. As you journey forth wherever life takes you and your loved ones, your estate planning needs will change over time. For this reason, we provide proactive maintenance, care, and continuity for our Estate Planning clients to protect your estate, your legal documents, your fiduciaries, and your loved ones.

 
The Cona Lifetime Assistance Plan (LAP) is designed to give you priority access, special attention, and discounted legal fees for both you and your loved ones. As your trusted advisors, we remain on this lifetime and beyond journey with you, every step of the way.

 
For an annual maintenance fee, we provide our clients with exclusive legal services that will keep your estate plan current, your fiduciaries engaged, your assets preserved, and your loved ones protected. And, most importantly, catastrophic elder law and estate planning mistakes will be avoided. 

The Cona Lifetime Assistance Plan (LAP) includes the following services:

• Annual Legal Health Check-up
• Enrollment in our on-line Document Vault
• Free updates to your Advance Directives: Power of Attorney, Health Care Proxy, Living Will
• Telephone calls with our team of attorneys for both you and your authorized fiduciaries
• Coordination with your other trusted advisors, such as your accountant, financial advisor, and insurance professional.
• Assistance with your tax questions and issues, real property questions (sale or purchase of a home, home held in trust), living trust issues (bank account, tax ID number), and assistance with beneficiary designations
• One Family Meeting or In-House Mediation
• Assistance with questions regarding any and all legal matters, such as litigation, personal injury, elder abuse, commercial transactions, etc.
• Discount on all future legal services, including estate administration, sale/purchase of real property (closings), trust administration, guardianship proceedings, estate litigation, Medicaid applications, business succession planning, long term care claims and appeals, etc.
• Discount on Estate Planning legal fees for your immediate family members. 

We partner with our clients and their loved ones for life. Our work is multigenerational. Our team of attorneys is here for you and your family now and beyond. When you come to Cona Elder Law, you don’t just get an attorney; you gain a counselor at law, a trusted team member, and a friend for life.

Fill out the contact form below to learn more about enrollment in the 

Cona Lifetime Assistance Plan: