Hsiao Law, PC
The FamilyCare VIP Program
Core Purpose
The FamilyCare VIP Program exists to ensure your estate plan actually works—keeping your family out of court, out of conflict, and out of confusion. It does this by transforming estate planning from a one-time transaction into an ongoing, supportive relationship between the firm and its clients for life.
What It Is
A structured membership program that provides annual reviews, family support, legal guidance, and plan maintenance.
A long-term support system that ensures you always have legal guidance as your life, family, and assets change.
A client success system that keeps your plans current as lives, assets, and laws change.
What Members Receive
Each tier of membership delivers increasing levels of care and access, typically including:
Foundations Level ($500/year or $50/month)
- Annual virtual plan review to ensure your plan reflects your current life and wishes.
- Complimentary simple updates so your plan keeps up with life events.
- Secure online portal
- Annual legacy interview to preserve your stories, values, and voice for your loved ones.
- Discounted legal services and family plan benefits
Legacy Level ($1,500/year or $150/month)
Includes all Foundations benefits plus:
- Trust funding support (up to 10 assets)
- Annual virtual plan review to ensure your plan reflects your current life and wishes.
- 50% off future trust administration fees
Harmony Level ($3,000/year or $300/month)
Includes all Legacy benefits plus:
- Annual virtual plan review to ensure your plan reflects your current life and wishes.
- Fiduciary support and guidance for successor trustees and family decision-makers
Why It Matters
The FamilyCare VIP Program:
- Prevents plan failure by ensuring plans evolve with life’s changes.
- Builds enduring relationships, ensures your family always knows who to call and what to do.
- Provides peace of mind — clients know you’ll be there for them and their families when it matters most.
- Differentiates your firm from traditional, document-focused estate planning practices.
Membership Options
Tier 1: Foundations Level
$500/year or $50/month
Designed for families who want ongoing support to keep their plan current and their family protected.
Benefits include:
- Annual check-in to review their plan, decisions, and assets.
- Special member pricing:
- Complimentary simple updates (like agent “swap outs” or adding a child) — only a $250 printing/signing fee.
- For immediate family (parents, siblings, or children in licensed states):
- Choice of free incapacity documents or $500 credit toward any other plan.
- Secure online portal for communication, storing, and accessing estate documents.
- Annual legacy interview, conducted by your team or a trained family member, to preserve stories and values.
- Complimentary “reading of the will” for family after death.
Tier 2: Legacy Level
$1,500/year or $150/month
For clients who want hands-on legal and trust management support.
Includes all Foundations benefits, plus:
- Professional trust funding support (up to 10 assets, including business assets; filing fees passed through).
- 50% discount on future trust administration (if plan is fully funded and annual reviews are completed).
- Annual Periodic Plan review with the attorney.
Tier 3: Harmony Level
$3,000/year or $300/month
For families seeking complete, proactive, multigenerational guidance and fiduciary support.
Includes all Foundations and Legacy benefits, plus:
- Annual family meetings to review the plan, roles, and updates with successor trustees, fiduciaries, and key advisors.
- Dedicated fiduciary support, including educational meetings with fiduciaries to clarify responsibilities and reduce confusion or conflict.
Additional Program Standards (All Tiers)
- Three-year initial commitment, auto-renewing annually thereafter.
- Clear participation expectations, especially for trust funding and discounted administration benefits.
For existing clients, the FamilyCare VIP Program is the simplest way to protect the investment you’ve already made in your estate plan—and to ensure it continues to serve your family for years to come.
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