Invitations to join our 2018 Client Care Program will be going out to our estate planning clients shortly.
Client Care Program/Shanahan & Voigt
SV Law’s client care program has been running since 2012. The program is a way for the firm to keep in contact with clients for whom we have written wills, trusts, and other documents, regarding changes in the law and other important issues.’
Client Care Program Benefits
For an annual flat fee, the firm will review your previous last will and other documents to be sure that they meet current legal standards and practice. Changes resulting from this review or changes requested by the client, will be made and documents will be prepared at no further charge. Enrollees may also have a free, in-person, one hour consultation if they choose.
Client Care Program Meetings
Twice a year, enrollees are invited to attend a dinner meeting, to hear guest speakers present specially selected topics. Recent topics presented were Identity Theft, How to Spend Money in Retirement, and Issues Relating to Dementia.
“We have been members of the Client Care Program since the beginning. We feel “connected” with Bob Shanahan and the firm. We have taken advantage of Bob’s annual reviews and his advice to update our Wills in order to stay current and minimize our tax liabilities. The dinner presentations have been a bonus and we have taken advantage of several that had topics that were very timely and relevant to us.” Thank you, Paul.
I am honored to keep connected with so many clients who enable me and my firm to take care of their estate planning and other needs. We look forward to another year!