Your Estate Plan Is Complete. Now Make Sure Your Family Is Prepared to Use It.
Documents alone don't prepare your loved ones for the day they may need them.
Documents alone don't prepare your loved ones for the day they may need them.
You did the hard part. But if something happened tomorrow —
Would your successor trustee know what to do?
Would your family find the important information?
Could someone access your healthcare directive in an emergency?
Would loved ones know who to call?
Have you communicated wishes not written into your documents?
Will your plan still reflect your life as it changes?
These aren't questions to figure out during a crisis. They're things we can prepare for now.
The estate plan is the legal plan. Our Client Safeguard System helps prepare the people who may someday need to use it.
Ongoing family guidance, preparedness and support that lets us keep working with you — and your family — over time.
Four pillars of family preparedness, delivered over the length of your membership.
Because real family preparedness is delivered over time, not in a single appointment.
The Person You Named
You've named someone you trust. But have they been prepared? Stepping in during incapacity — or administering the trust after death — is an overwhelming responsibility, especially if they learn their role in the middle of a crisis.
"We don't want the first time your successor trustee hears from The Heritance Lawyers to be after you've become incapacitated or passed away."
Through the Client Safeguard System we build that connection ahead of time — an introduction, educational resources, and an included individual trustee meeting for when they need to step in.
PREPARE MY FAMILYWhere are the documents, contacts, and information?
How can healthcare documents be reached in an emergency?
What should the family do when someone is incapacitated or passes?
Does the successor trustee understand the responsibility?
Does your family know your wishes and who to contact?
Who keeps your plan reflecting your life?
That's the role the Client Safeguard System is designed to fill.
Client Safeguard Systems members receive preferred pricing on select additional planning services.
Because true family preparedness doesn't happen all at once. Over the course of your membership we help implement each part — organizing information, preparing the successor trustee, providing family resources, and continuing to care for the plan.
DocuBank SAFE and Emergency Card access are established under a three-year commitment.
We're not just providing three years of annual updates. We're creating an ongoing relationship focused on family preparedness.
Your single paid-in-full payment of $1,495.
At no additional cost as part of the relaunch special.
By your initial payment — nothing further due.
Your next automatic annual payment begins.
Membership is established on automatic payment and subject to the Membership Agreement. Three-year minimum commitment.
This is the ideal time. Your documents are current, so we can focus entirely on everything around them — organizing information, preparing your family, and getting your successor trustee ready.
Most of our Client Safeguard System is about preparing your family and successor trustee now, before an emergency — not something best left for later. Plus, the relaunch special includes the remainder of 2026 when you join today.
That's exactly why to prepare them now, while there's no crisis. Client Safeguard System gives them an introduction, orientation, and resources so they understand the role long before they ever have to step into it.
Client Safeguard System is an ongoing program delivered over time, not a single appointment. DocuBank SAFE and Emergency Card access are also established under a three-year commitment.
No — Client Safeguard System includes a Beneficiary & Trust Funding Review. Additional funding work would have fees.
Yes — one annual set of estate plan updates is included. Substantial changes may require additional fees.
It's significantly expanded and reimagined — the same firm and the same team, now The Heritance Lawyers.
Don't wait for a crisis to begin preparing your family. Join the Client Safeguard System and let us continue the work we started together.
Client Safeguard System Special · $1,495 Annual Paid-in-Full · Remainder of 2026 IncludedThree-year minimum commitment. Automatic payment required. See membership agreement for complete terms. The Heritance Lawyers — formerly Hermance Law.