FamilyCare VIP Program

As a valued FamilyCare VIP member, you are welcome to contact us with legal questions—even if they fall outside the scope of your estate plan.

When you call, our Administrative Assistant will act as your first point of contact, gathering key information—similar to triage in a hospital setting. If your question is something we can address immediately or within our team, it will be routed appropriately, often to our Client Services Director.

If your question requires legal analysis or deeper consultation within our area of expertise, we’ll schedule a dedicated time for you to speak with Amy Hsiao, Esq. directly. We do this to ensure your time is respected and your concerns are fully addressed without the frustration of phone tag. Often, these consultations bring clarity and peace of mind.

For legal work beyond the scope of your FamilyCare VIP benefits, we will always provide you with a clear quote before beginning any additional services. There may be a minimal consultation fee for matters that require legal advice beyond your membership coverage—but you’ll never be surprised by a bill.

As always, if your issue falls outside our services, we will do our best to connect you with the right attorney for your needs.

As a FamilyCare VIP, you enjoy a host of complimentary services and exclusive benefits designed to keep your estate plan up-to-date and give you peace of mind:

• • Regular Plan Updates and Check-Ins:We provide complimentary quarterly check-in calls and an annual review of your estate plan to adjust for any life changes. This ensures your documents (like guardian nominations for your kids) stay current and fully protect your family.
  • 24/7 Document Access & Legacy Preservation:You get a secure online portal for instant, 24/7 access to all your estate planning documents anytime, anywhere. Each year, we also update your personal Legacy Interview—a recorded reflection of your values and stories—so your legacy grows alongside your life.
  • Exclusive Member Benefits:Your membership includes complimentary updates of your Power of Attorney and Advance Healthcare Directive, making it easy to keep your plan current. As part of the program, you’ll also receive invitations to exclusive member-only workshops and client appreciation events.
  • Preferred Pricing on Additional Services:As a FamilyCare VIP, you unlock members-only discounted rates on any extensive plan changes or additional estate planning services you may need. We even offer priority scheduling and a 10% family discount if your loved ones need estate plans of their own.
  • Ongoing Support and Guidance:Have a question or an unexpected life event? Our team is here for you year-round. You can reach out anytime for guidance on your existing planfile, and if something serious happens—like incapacity or a loss in the family—we’ll be by your side with a guidance meeting at no additional cost to help your loved ones navigate the next step.

The FamilyCare VIP is all about giving you peace of mind, knowing your plan will always stay current, and that you have a dedicated partner to support your family’s journey every step of the way.

The FamilyCare VIP includes a quarterly check-in and an annual review of your planning documents, as well as special members-only pricing for routine plan updates. If you wish to change the structure of your plan or need other significant updates, we will provide a quote for the fee before proceeding with any work.

Simple updates, such as adding a child or replacing one agent with another, are offered at a 15% discount off the regular rate.

You may cancel your FamilyCare VIP membership at any time. However, if we have provided discounted or free services under the membership agreement, and the total value of that work exceeds the membership fees you’ve paid, we will require payment of the difference. If you wish to rejoin FamilyCare VIP at a later time, you will be charged a $500 enrollment fee and join at the then-current rate. You may also be required to pay an additional fee equal to the applicable monthly membership fee multiplied by the number of months since your Signing Meeting (“Enrollment and Updating Fee”). If this applies, we will discuss it with you prior to re-enrollment.

You can join FamilyCare VIP at any time. However, if you choose to enroll after your Signing Meeting, there will be a $500 enrollment fee. If you join at or before your Signing Meeting, the enrollment fee will be waived. Please note that the FamilyCare VIP membership fee is adjusted annually, so the fee will be based on the rate at the time of re-enrollment.

Your FamilyCare VIP membership covers planning for your immediate family, including your spouse, children, parents, and siblings. We would be honored to assist them in discussing their own planning and will offer a Family Wealth Planning Session at our member rate. Additionally, they will receive a 10% discount on any legal planning they choose.

There is a $500 enrollment fee to join the FamilyCare VIP Program. However, we will waive the fee if you join during your estate planning process.

The 2025 membership fee is $500 for an annual payment or $50 per month for a monthly payment. This fee is adjusted for inflation each year, and you will pay the then-current rate when you join. If you decide to stop your membership and rejoin later, you will need to pay the updated fee at that time. Once you join, you lock in your current rate for as long as you remain a member.