Client Care Programs designed for you
The Law Firm of Christopher W. Dumm is a team-oriented firm which focuses on building relationships with our clients. Our programs are designed so your legal planning can grow with you and continue to fit your needs. It is the next step to ensuring your plan stays current with the changes in your family, your finances, your health and the law.
For our clients with Revocable Living Trust-based plans:
- Continued assistance with aligning all your assets to your trust.
- Basic amendments to your estate plan.
- Upgrades reflecting changes in the legal environment.
- “Peace of Mind” phone consultations with your Asset Alignment Coordinator.
- Access to all LIFE Program™ workshops.
- Free phone calls to answer simple planning questions.
- Team coordination with your investment, accounting, and medical advisors on request.
- Continued enrollment in our digital document retrieval system (Docubank™).
- A digital copy of your estate planning documents upon request.
- LIFE Program™ educational bulletins.
- A private planning meeting every 5th year upon request.
- Powers of Attorney refreshed every 5th year upon request.
- Two $300 gift cards towards new legal work; for use by you or anyone you choose.
For our clients with Irrevocable Living Trust based plans:
- Nonjudicial amendments to your estate plan required due to changes in the legal environment or your family’s personal situation.
- “Peace of Mind” phone consultations with your Asset Alignment Coordinator.
- Team coordination with your investment, accounting, and medical advisors on request.
- Continued enrollment in our digital document retrieval system (Docubank™).
- A digital copy of your estate planning documents upon request.
- Legacy Program™ educational bulletins.
- A private planning meeting every 5th year upon request.
- Two $300 gift cards towards new legal work; for use by you or anyone you choose.
For our clients with loved ones in a nursing home:
- Continued Representation before the state Medicaid agency.
- Annual Medicaid asset review.
- “Peace of Mind” phone calls with your Public Benefits Coordinator.
- Discounted rate on any future Elder Care services needed.
- A digital copy of your documents upon request.
- Continued enrollment in our digital document retrieval system (Docubank™).
- Elder Care Program™ special reports.