Client Care Maintenance Program

Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning

Maintenance/Updating Program –The role of asset tracking in a client care program is examined in depth in this article, published in The WealthCounsel Quarterly. Vinnie explains how asset tracking, including systems to capture, organize and store client information, can make sure that the client’s family is taken care of at the time of death.
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Financial Value Implications of Employing the Client Maintenance System

Looking at a client care program, written by Greg Hamilton-Piercy, CFA, a colleague at KLR.
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How to Implement an Estate Planning Maintenance Program

NO KIDDING!– This article describes the client care program model, explains how valuable it can be to both clients and attorneys, and explains, in broad terms, how to start a program and what services should be included.
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New Estate Planning Model Takes Care Of Families

An in-depth examination of the inherent problems that occur as a result of the traditional model of estate planning, and how a proactive model increase the chances for a successful result for clients. This article appeared in The WealthCounsel Quarterly.
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The Family Meeting

An Essential Part of the Estate Planning Process – A look at how the family meeting plays a part in the traditional estate planning process and the new paradigm in estate planning, the client care program, published in The WealthCounsel Quarterly.
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Estates Attorney Starts School for Establishing Client Maintenance Programs

This article from ElderLawAnswers gives a quick look at Vinnie’s client care program and the early days of the Academy. While some things have changed since the article was posted, Vinnie’s quote, “a maintenance program is simply one of the most effective business-generating tools an attorney can have,” is still true.
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