Our Legacy Circle™ Client Care ProgramYour solution to make sure your plan works in an ever-changing world The one thing that is certain is change. Your estate plan must be responsive to the ever-changing dynamics of the world. You need to anticipate and accommodate change through prudent monitoring and flexibility. The other thing that is certain is our commitment to you having a solution that works in an ever-changing world. That is why we developed a powerful and affordable program to protect your estate plan: Our Legacy Circle™ Client Care Program. If you’re family or financial condition changes, prompting changes to your plan, Our Legacy Circle™ Client Care Program will help you keep your plan current. Our Legacy Circle™ LegalVaultMembers of Our Legacy Circle™ Client Care Program have secure internet access to, and control of, their Family Wealth Solution Tools through their LegalVault. Upcoming Private Client & Public EventsCome back soon to learn more about our upcoming events!
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