Estate Planning That Works
The PFL FamilyCare Program™
Worried Your Estate Plan Won't Work For Your Loved Ones When They Need It Most?
If Not, You Should Be.
A set of legal documents created once, put on a shelf, in a drawer or on a hard drive and never looked at again … simply won’t work for your loved ones when they need it.
When done right, your estate plan is more than a will or trust that you create once, put on a shelf, and never look at again.
We know if we sell you a set of documents, it’s your family who will suffer because your plan will be out of date, your assets missing or even lost, and the people you love will be lost and confused.
That’s why we don’t just prepare documents you could theoretically create yourself online.
Instead, we guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets.
Our Life & Legacy Planning approach delivers planning that works to keep your loved ones out of court, out of conflict and that won’t fail when they need it.
The Reality: Life Never Stops Changing and If Your Plan Doesn't Change With It - It Fails
Having a “plan that works” requires your documents to be reviewed and updated over time as:
Your life changes
The law changes
Your assets change
Without ongoing support, your carefully crafted plan becomes outdated the moment something shifts in your life.
An outdated plan means your assets are lost, your loved ones are confused, and the “estate plan” you created is nothing more than an expensive stack of paper.
Introducing Our Solution: The PFL FamilyCare Program™
Our FamilyCare Program is designed to ensure that your plan shifts, changes, and grows with you and your family over time—efficiently, effectively, and affordably.
This isn’t just estate planning. It’s lifelong family protection.
Why Your Family Needs the FamilyCare Program
Peace of Mind That Your Plan Will Actually Work
Without a FamilyCare Program, your legal documents and asset inventory become outdated as soon as something changes in your life:
- A new investment or account
- New property or assets
- A new family member
- Changing relationship circumstances
- Career transitions
- Health changes
Take a Moment to Reflect
Look back at your life just three years ago and ask yourself:
- How much has changed in your family situation?
- Would all your planning choices and decisions still be the same?
- Does your asset inventory even still apply?
- Has there been movement in your life, assets, or the law that needs updating?
If you created a plan back then, chances are significant updates are needed to ensure it truly protects the people you love.
Our Commitment to Your Future
The FamilyCare Program is our commitment to your life and the legacy you’ll leave behind. It’s the assurance and peace of mind to know that as your life evolves, your legal and financial protection, and planning, evolves with it.
What's Included in Your FamilyCare Program
Complimentary Annual Plan Reviews
Benefit: Proactive protection that adapts to your changing life
With our annual review process, we’ll support you to revisit your planning each year efficiently and effectively.
This ensures your plan always reflects your current wishes and circumstances, giving you complete peace of mind that you’ve done the right thing by the people you love, and they’ll know what to do, what you have, where to find it and where to turn when something happens to you.
Special Members-Only Pricing for Plan Updates
Benefit: Affordable updates when life, the law or your assets change
Life changes, your assets change, and so should your estate plan. As a member, you’ll receive:
- Basic changes to your planning documents at no additional charge
- Significantly discounted pricing on more extensive or complex plan updates
- Priority scheduling for urgent updates
- Reviewing your plan regularly supports you to allocate resources wisely throughout your life and prepare your loved ones, not just pass on assets at death
Family Matters Program
Benefit: Comprehensive multi-generational and cross-generational family protection
We extend discounted member-only pricing to your family members because their planning directly impacts your future.
When your adult children, siblings or aging parents have good planning in place, it means you won’t get stuck in court, conflict or confusion, if and when something happens to them. Plus, multi-generational and cross-generational planning is what creates family wealth for generations to come.
Legacy Interviews
Benefit: Preserve your wisdom and values for future generations
Create a lasting testament of your life, values, and wishes with our Life & Legacy Interviews. These guided conversations help you share:
- Personal stories and family history
- Life wisdom and lessons learned
- Values you want to pass down
- Special messages for your loved ones
These interviews are what your loved ones will cherish most, bar none.
Evolving Benefits
Benefit: Continuous value as we grow
Just like your plan changes over time, so does our FamilyCare Program. We’re constantly evolving and adding new benefits to support you and your family’s changing needs.
How the FamilyCare Program Works
- Life & Legacy Planning Session We begin with a comprehensive working meeting to understand your family dynamics, assets, and goals.
- Custom Plan Creation We help you make the right choices so you understand your options, what really matters, and choose wisely, using our heart-centered counseling process.
- FamilyCare Program Enrollment You become a lifelong member with ongoing support and protection.
- Annual Reviews & Updates We proactively review and update your plan as your life evolves.
Frequently Asked Questions
How often should I update my estate plan?
Life changes constantly, which is why we recommend a review at least annually. Major life events like marriage, divorce, births, deaths, or significant asset changes should trigger immediate updates.
What happens if I don't keep my plan current?
Outdated plans can lead to family conflict, court involvement, unintended beneficiaries, lost assets and tax consequences that could have been avoided.
Is the FamilyCare Program worth the investment?
Consider the cost of family conflict, probate court, lost assets and potential tax consequences from an outdated plan. The FamilyCare Program is a fraction of those potential costs while providing ongoing peace of mind.
Live & Die in Peace: Your span This Kind of Support, Protection and Care
Becoming a member of our FamilyCare Program means knowing you and your family have us in your corner for life… and beyond.
With our FamilyCare Program, you’re not just getting legal documents; you’re gaining a lifelong partner dedicated to your family’s security and peace of mind.
Don’t let your family suffer because your estate plan became outdated. Take action today to ensure your legacy of love and protection remains strong.
