The Family Care Program replaces one-time estate planning with an ongoing annual membership that keeps your plan accurate and aligned year after year. Built-in reviews, updates, and asset alignment ensure your documents and beneficiary designations stay current with life changes and Texas laws. Continuous guidance, family education, and secure digital access provide long-term confidence that your estate plan always protects your loved ones.
Are you finding yourself balancing care for aging parents while preparing teenagers for college? Many Texas families face this exact challenge, wondering how to protect their loved ones and financial security when life changes unexpectedly. It’s common for an estate plan created years ago to no longer fit today’s needs, especially as children grow, assets change, and new responsibilities emerge.
At Davidek Law Firm, our Family Care Program (FCP) replaces one-time planning with an ongoing membership that keeps your estate plan accurate and aligned year after year. Let’s explore how the program works, who it benefits, and the simple steps to begin long-term protection.
What Makes the Family Care Program Different
The Family Care Program is built on trust, transparency, and a commitment to ongoing support that traditional estate planning rarely provides. Instead of creating documents once and setting them aside, this program keeps your plan active and aligned with your evolving life and the latest legal requirements.
- Personalized planning: The FCP builds a long-term connection with your family, providing guidance that reflects your changing values, goals, and priorities.
- Flat annual fee: One predictable $1,500 fee covers reviews, updates, and ongoing access to your legal team, removing the worry of unexpected charges when questions arise.
- Plan that grows with you: Regular check-ins and updates ensure your estate plan remains current with life events, financial shifts, and Texas law changes, protecting your legacy year after year.
By focusing on relationships rather than transactions, the Family Care Program gives you confidence that your estate plan will remain effective and personalized—long after the ink dries on your documents.
How the Family Care Program Works
Planning for the future is easier when you know what comes next. The FCP lays out each step in order, guiding you through the process with flexible options for phone, Zoom, or in-person meetings that fit your schedule.
- Intake Call: Your first conversation helps us learn about your goals and determine if the program is a good fit. Most families move directly from this intake call to scheduling their initial consultation.
- Initial Consultation, Engagement, and Design Meeting: This two-hour session begins by getting to know you and discussing assets, goals, and priorities. If everyone agrees to move forward, you engage during the same meeting, and we immediately begin designing your estate plan. If you’d like more time to decide, a separate design meeting can be scheduled later.
- Zoom Document Review: A dedicated meeting to review the drafted plan, make any needed adjustments, and confirm every detail matches your intentions.
- Signing Meeting: Finalize and sign all documents with professional guidance, leaving with a complete, legally enforceable plan.
- Binder Delivery Meeting: We provide a complete, organized binder of your estate plan for easy reference and long-term safekeeping.
By following this organized process, the Family Care Program makes estate planning clear and manageable while keeping the focus on protecting your loved ones and preserving your legacy.
Keeping Your Plan Updated Year After Year
Life doesn’t pause, and neither should your estate plan. The FCP ensures that every update, big or small, keeps your documents and assets aligned with the changes life can bring.
- Continuous asset alignment: Every year, all property titles, beneficiary designations, and financial accounts are reviewed and adjusted to stay properly tied to your trust.
- Annual plan reviews: Your estate plan is examined regularly to confirm it meets current legal standards and adapts to new family or financial circumstances.
- Verification and reporting: An annual report verifies that assets remain aligned, and if needed, a new Texas deed with a clear title is prepared to maintain accurate property ownership.
With these built-in safeguards, you can trust that your estate plan is never static. Instead, it grows alongside your life, ensuring your family’s protection and peace of mind year after year.
Benefits of a Family Care Program Membership
Having an FCP membership ensures your estate plan receives the attention it deserves long after signing day. With built-in updates, trusted guidance, and thoughtful family education, you gain lasting protection that grows with your life. Here’s what you can expect:
- Ongoing access and communication: You can reach out with questions or concerns during regular office hours without worrying about hourly billing or unexpected fees.
- Secure digital access: You can view and download your estate plan and healthcare documents 24/7 through a private online portal, keeping essential information at your fingertips.
- Educational opportunities: Attend complimentary workshops and events that keep you informed on legal changes, planning strategies, and ways to protect your legacy.
- Family Connect Meeting: Meet with loved ones to explain roles, share key details, and ensure everyone understands how the plan works, reducing confusion in the future.
- Integrated professional collaboration: Your plan is kept consistent through coordination with trusted financial, tax, and insurance professionals whenever needed.
- Guidance on related legal needs: If life changes raise new legal questions, the program provides direction and referrals to ensure your family is supported from every angle.
These built-in benefits create a steady support system that weaves education, communication, and proactive planning into each year of membership, ensuring your legacy remains well protected.
Understanding the Family Care Program: Frequently Asked Questions (FAQs)
Planning for your family’s future often raises questions about how ongoing estate planning and asset protection work. Below are clear answers to the most common questions about the Family Care Program and how it helps Texas families stay protected.
How is the annual fee for the Family Care Program structured, and what does it include?
The FCP uses a single flat annual fee of $1,500 that covers ongoing support, regular reviews, and updates. This predictable fee removes surprise costs and gives you continuous access to your planning team for guidance and document changes.
Do I need to meet in person to join or update my plan?
Most aspects of the FCP can be conducted via phone calls or Zoom meetings. If you need to update any documents, you will need to sign them in person.
Flexible scheduling ensures the process fits smoothly into your life.
How often will my estate planning documents be reviewed?
Your plan is reviewed every year to confirm it stays aligned with your current family situation, financial changes, and Texas law. Complimentary updates to fiduciary designations, beneficiaries, and powers of attorney keep the plan legally strong and accurate.
What if my family or financial situation changes mid-year?
Life changes don’t wait for an annual review. The FCP includes proactive guidance and adjustments whenever needed, ensuring your estate plan responds to significant changes such as a home purchase or a new child.
Can the Family Care Program help if I don’t yet have an estate plan?
Absolutely. The FCP is designed for families starting from any stage. Whether you’re creating your first will or trust or refreshing an outdated plan, the process guides you from initial consultation to signed, fully aligned documents.
Keep Your Estate Plan Alive and Effective
A strong estate plan doesn’t stop with signed paperwork. It must stay accurate as your family grows, assets change, and laws shift. Our Family Care Program makes that possible by delivering steady guidance, annual check-ins, and document updates to ensure your plan never falls behind.
With Davidek Law Firm as your partner, you can trust that every detail of your estate plan will stay aligned with your goals. Call us today to schedule a consultation, or visit our website and see how the FCP can provide dependable, year-round protection for your legacy.
