What is the C.A.R.E. Program?

C.A.R.E.™ – Continuous Access to Reliable Expertise

Safe Harbor Wills and Trusts™ client C.A.R.E.™ Program is a service for those clients
who have purchased a trust plan or who hired us to assist with the preparation and filing
of an application for Medicaid assistance for home care, assisted living, or nursing home
care.

The C.A.R.E.™ Program features include:

• A dedicated phone line and email to our client C.A.R.E.™ Program Concierge. This single point of contact helps us respond more quickly to the questions and concerns of our clients.
• Timely updates about changes in the law that could impact their estate planning.
• Invitation to bi-annual client appreciation luncheon.
• Free subscription to the Safe Harbor Wills and Trusts™ newsletter “the Craic” (Irish for what’s happening)
• Free meetings with your financial advisor and CPA to discuss your planning.
• Free annual client meeting to review financial, family, and health changes in the past year.
• Free post-signing meeting with the client and family, as requested, to discuss the clients’ planning.
• Discounted fees to make modifications to clients Trusts and Wills.
• Free updates for clients’ Health Care Proxies or Powers of Attorney, as needed.
• Free “next-step” meeting with loved ones when clients pass away.
• Additional meetings or phone calls with clients or their advisors, as needed.
• Free access to educational presentations for groups to which client belongs.
• After-Death Trust Administration fee is capped at 1% of your trust assets.