A Family Care Program in estate planning provides a comprehensive safety net, including estate plan updates and amendments, asset alignment, and ongoing legal support to protect your loved ones during unexpected circumstances. Texas state laws may dictate decisions about your family’s care and assets without proper planning, which may not align with your wishes or your children’s best interests. Regularly reviewing your estate plan under a Family Care Program ensures it adapts to your family’s changing needs, providing your loved ones with long-term security and peace of mind.
At Davidek Law Firm, estate planning isn’t just paperwork; it’s a lifelong journey. While our firm is deeply rooted in estate planning, which accounts for approximately 85% of our business, we recognize that the real value lies not in creating legal documents but in the ongoing alignment, protection, and care of your plan over time.
That’s why we created the Family Care Program (FCP), an innovative, relationship-centered program designed to provide continual guidance, support, and clarity for families, professionals, and business owners who want more than just a transactional legal experience.
Whether establishing your first estate plan or revisiting an existing one, the Family Care Program offers a level of service, attention, and proactivity that traditional planning simply doesn’t match.
Why traditional estate planning often falls short
Most estate plans are designed to be completed in weeks or months. A client meets with an attorney, reviews some documents, signs them, and then places them in a drawer or filing cabinet, never to be looked at again until a crisis arises. This “one-and-done” approach may check the box legally, but it fails to provide clients the long-term protection they need.
Why? Because life changes. Fast.
- You may purchase new assets.
- Your children may grow up or get married.
- You might open a business, acquire property, or receive an inheritance.
- The laws that govern estate and tax planning can evolve significantly.
If your estate plan doesn’t adapt to these changes, your loved ones could face probate, misaligned assets, outdated documents, or even costly legal disputes. That’s where our Family Care Program changes the game.
What Is the Family Care Program?
The Family Care Program (FCP) is a comprehensive, long-term estate planning support system. It’s not a product or a one-time service. Instead, it’s an ongoing relationship between you and our firm, built to ensure your plan remains current, your assets are protected, and your family is fully prepared for the future.
The FCP provides a foundation for:
- Annual estate plan reviews
- Continuous asset alignment and verification
- Ongoing legal access and support
- Collaborative planning with financial professionals
- Educational opportunities for clients and families
- Cloud-based access to legal documents
- Family meetings to maintain alignment and clarity
By becoming part of the FCP, you’re doing more than drafting a will or a trust—you’re investing in a living plan that grows with your life.
Key features of the Family Care Program
The Family Care Program is designed to offer far more than a traditional estate plan. It’s a comprehensive, relationship-based service that ensures your plan stays current, your assets are correctly aligned, and your family is always supported. Below are the core features that make the FCP a more innovative, secure way to protect your legacy.
1. Ongoing access and communication
Our clients enjoy direct, no-hassle communication with our legal team throughout the year. If you have questions about your trust, want to revisit your power of attorney, or need legal clarity during a family transition, we’re just a call or email away.
You won’t need to worry about surprise hourly bills or being turned away because your matter isn’t “big enough.” Our goal is to be a reliable legal partner you can count on, year after year
2. Annual estate plan reviews and document updates
Estate planning isn’t static; it must evolve as your life evolves. Through the FCP, we conduct annual reviews of your estate plan documents to ensure they continue to reflect your current wishes, life circumstances, and legal realities. We review and update:
- Revocable Living Trusts
- Wills
- Healthcare Directives
- Financial Powers of Attorney
- Guardian designations
- Trustee or beneficiary designations
This ensures that your plan never becomes outdated, and it brings you peace of mind knowing everything is in place and up to date.
3. Asset alignment, tracking, and verification
One of the most common reasons estate plans fail is misalignment of assets. A trust can only control the assets it owns. If your home, business, investments, or bank accounts aren’t titled appropriately or coordinated with your plan, your family may still be in probate court despite your intentions.
With the FCP, we:
- Review your asset information and titling annually
- Work with your financial institutions to retitle accounts or update beneficiary designations
- Verify and track ownership changes
- Provide legal documentation, such as deeds, when necessary
This alignment process ensures your estate plan functions correctly when needed.
4. Family Connect Meetings
These meetings are one of the most potent components of the FCP. After signing your plan, you can schedule a Family Connect Meeting to gather your loved ones, trusted advisors, or fiduciaries. The goal is to review your plan together, answer questions, and eliminate confusion before a crisis hits.
These meetings help:
- Educate adult children or beneficiaries on their roles
- Clarify your wishes and avoid misinterpretations
- Build family unity and reduce the likelihood of future conflict
You’re encouraged to schedule these meetings as often as needed, especially after significant life events.
5. Collaboration with trusted advisors
Your estate plan doesn’t exist in a vacuum. It should work hand-in-hand with your:
- CPA or tax advisor
- Financial planner
- Insurance agent
- Business consultant
We actively collaborate with your advisory team to ensure your legal, financial, and tax strategies are aligned. This integrated approach ensures your estate plan is not only legally sound but also financially efficient and strategically optimized.
6. Educational workshops and client resources
We offer ongoing educational opportunities on topics such as:
- Tax law updates
- Elder law and Medicaid planning
- Business succession
- Asset protection
- Financial wellness
These workshops empower you to make informed decisions and update you on critical legal developments. You’re welcome to attend and even bring your family or advisors.
7. Cloud-based document access
As part of the program, you receive a secure, cloud-based portal to access your legal documents 24/7. This is especially useful if you’re traveling, managing health emergencies, or working with other professionals who may need access to your estate plan.
Through platforms like Legal Directives, you’re never without the documents that protect you and your family.
Who should join the Family Care Program?
While our FCP is valuable for anyone seeking long-term estate planning support, it’s especially beneficial for:
- Business owners or entrepreneurs with complex assets
- Professionals in high-liability industries like medicine, dentistry, or law
- Families with children, minor or grown, who want to prepare them for future roles
- Individuals with net worth between $6M–$15M, though we also serve those outside this range
- Those who want a collaborative, relationship-based legal team for the long term
If you value proactive planning, family unity, and protecting your legacy, the FCP was designed with you in mind.
How the process works: step-by-step timeline
The Family Care Program integrates with our estate planning process to ensure a smooth, step-by-step experience:
Estate planning process:
- We begin with a comprehensive, no-cost consultation divided into two parts:
- Part One (45–60 minutes): Similar to a typical intro call, this portion is dedicated to understanding your goals, concerns, and whether we’re the right fit to support your estate planning needs.
- Engagement: If we both feel aligned, you’ll formally engage our services, and we’ll move forward with planning.
- Design Meeting (1 hour): Once engaged, we dive into designing a custom estate plan tailored to your priorities and values. This session focuses on structure, strategy, and clarity around your wishes.
- Document Review Meeting (via Zoom – 1.5 hours): You’ll have the opportunity to review the drafted documents, ask questions, and suggest changes. We ensure everything is accurate and aligned with your goals.
- Signing Meeting (30 minutes): Your finalized estate planning documents are signed and notarized, making your plan official and legally binding.
Asset alignment process:
- Asset review: We collect, review, and confirm asset information.
- Signing for asset transfers: We provide the paperwork and instructions for your institutions.
- Verification: We confirm that everything has been implemented correctly.
We also schedule Family Connect Meetings and annual reviews to ensure your plan always aligns with your life.
Frequently asked questions (FAQ)
What makes the Family Care Program different from traditional estate planning?
Traditional estate planning typically ends once documents are signed. The FCP, by contrast, offers ongoing legal support, asset verification, and regular updates, so your plan continues to function as intended, even years after creation.
Can I join the FCP if I already have an estate plan in place?
Yes. We work with clients who want to transition existing plans into our FCP framework. We begin by reviewing your current documents, identifying any necessary updates, and aligning everything with your goals.
What happens if my assets change during the year?
We’ll work with you to update titles, beneficiaries, or ownership records throughout the year. Our proactive tracking ensures that your estate plan stays current even if your financial life changes.
How often do I meet with the firm as part of the program?
At a minimum, we schedule one annual review, but you can reach out any time you experience a major life event, asset change, or have questions. You can also attend educational workshops and schedule Family Connect Meetings as needed.
Is this program right for younger families or newly successful professionals?
Absolutely. The FCP is ideal for anyone who wants to build a lasting relationship with a law firm, receive ongoing guidance, and ensure their plan evolves with them.
Future-Proof Your Legacy with the Family Care Program
The Family Care Program at Davidek Law Firm isn’t just a service; it’s a philosophy. We believe estate planning should be dynamic, proactive, and centered around genuine relationships. The FCP ensures your family is supported, your assets protected, and your legacy preserved for generations.
If you’re ready for more than just a transaction, if you want a firm that walks alongside you, year after year, we invite you to learn more about the Family Care Program today.
Reach out to schedule your free initial consultation.
