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*Please note that consultations related to Elder Law, Guardianship, and Medicaid planning are not free and do require a consultation fee. A form of payment will be required to schedule these appointments with an attorney.

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An Introduction to Elville and Associates’
Accredited Client Care Program

Highlights from the October 2022 Social Event – Visit to Boxwood Winery CCP YouTube Page

The mission of Elville and Associates’ Client Care Program (“planning that works”) is to provide our clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals situations may change, and to ensure planning remains consistent with changes in the laws. Elville and Associates is one of two firms in Maryland to have a Client Care Program (CCP) accredited by the Client Care Academy in Boston.

There are many benefits that come with Client Care Program membership on an annual basis! These include:

Asset Alignment Review, Tracking and Updating
Annual review of your asset alignment to help ensure that your assets continue to be properly funded and aligned with and into your estate plan.
Copies of Documents
Additional copies of your documents provided upon request in PDF or in CD or flash drive format.
Family Care Meeting
Family Care Meeting with your loved ones and helpers in order to review and discuss your estate plan while you are alive and well so that your wishes are known and understood.
Access to Attorneys and Staff for Document Updates
Ability to update your estate plan to adjust for changes in your life, such as a desire to change trustees, beneficiaries, powers of attorney, health care agents, or terms of asset distribution upon your death, and in order to keep your plan current in light of any changes to applicable law. **CCP membership includes two hours of attorney time annually. Discussions, updates, or changes to your estate plan that exceed two hours of attorney time in one calendar year will be billed at our normal hourly rates.**
Exclusive Continuing Legal Education Workshops
Educational workshops open to you, your family members, helpers and trusted advisors on various estate planning topics that may be relevant to you and your family, along with an enjoyable annual social event for members and their families.
Additional Legal Counseling
Availability for counseling on legal matters involving your estate plan and advice on additional planning options as financial circumstances or laws change. Examples of such additional planning may include revising your documents in the case of divorce or remarriage, or the counseling for and preparation of additional estate planning techniques such as charitable remainder trusts, life insurance trusts, family limited partnerships and family LLCs. **CCP membership includes two hours of attorney time annually. Discussions, updates, or changes to your estate plan that exceed two hours of attorney time in one calendar year will be billed at our normal hourly rates.**
Access to Network of Attorneys
Access to a network of attorneys to help address additional legal matters.
Collaborations with Your Advisors (Your Planning Team)
Collaboration with your financial advisors, accountants, insurance professionals, and others in order to properly integrate your estate plan and address ongoing changing circumstances in your life.
Discounted Preparation of Deeds
Preparation of additional deeds at two-thirds (2/3) of the price the Firm usually charges.
Enrollment in DocuBank
Enrollment in DocuBank, a 24-hour health care document retrieval service that allows emergency access to your health care documents, and personal medical card.
Enrollment in Everplans
Access to Everplans, a state-of-the-art secure, digital archive of everything your loved ones will need should something happen to you. It contains wills, trusts, insurance policies, important accounts and passwords, health and medical information, advance directives, and much more.
Family Heritage Video
Members are encouraged to participate in their own archival family video production at the Elville Creative Studio. They may express themselves and share whatever they want future generations to remember — their wishes for family, values important to them, old stories they want to pass down for generations to come, and much more. There are no limits and the creative possibilities are endless.
Propel Comprehensive Wellness
Members receive a discounted member ship to Propel Comprehensive Wellness - a program designed for people at or near retirement to stay on top of their social, mental, physical, and spiritual health. Too many people in busy leadership or career positions have a higher-than-desired rate of negative outcomes with retirement. Dr. Michelle Fritsch, PharmD, BCGP, and Ms. Ellen Platt, Aging LifeCare Professional® created this program with YOU in mind. Client Care Program members receive 25% off and the first month free. Please visit Propel Comprehensive Wellness and Elville and Associates’ special discount for more information.