JM Law Cares
your plan, cared for
Your estate plan should grow with you — adapting alongside your family, your assets, and the law as the years unfold.
Estate planning is not a one-time event.
It's an ongoing commitment to protecting the people and the legacy you care about most. At JM Law, we believe your plan should evolve alongside your life — adapting to changes in the law, your health, your assets, and your family dynamics.
That's why we created JM Law Cares, our estate plan maintenance and legacy protection program — designed to provide proactive guidance, ongoing access, and long-term peace of mind.
Your legacy isn't static. Your plan shouldn't be either.
with JM Law Cares
A steady, attentive partnership.
We work hand-in-hand with you and your trusted advisors to design a customized plan that fits you, your loved ones, and your legacy.
Our team is available when you need us — and you won't be charged for phone calls or emails related to your estate plan. JM Law Cares members receive priority access to our legal team.
Your annual Cares review meeting helps keep your legacy plan up-to-date as life, law, and circumstances evolve.
We share what's changed in estate law, regulation, and strategy — so your plan continues to meet your needs over time.
We have an efficient system in place to administer your trusts and estate when the moment comes — quietly, in the background, ready.
One conversation a year — to keep everything aligned.
Once a year, we sit down together. We review the documents, revisit the assets, and quietly check that everything still reflects your wishes and the current state of the law. Where adjustments are warranted, we make them — calmly, and without manufacturing complexity.
Between reviews, we're a phone call or an email away. Cares members aren't billed for those conversations. The point of the program is to remove friction from the relationship, not add to it.
Everything the program quietly includes.
Annual review with one of our attorneys
We recommend a yearly review of your estate plan to incorporate updates in estate and tax law, changes to your health or family dynamics, and new strategies that may further protect your legacy.
Funding guidance
Our team will guide you through transferring asset titles to your trust and updating beneficiary designations — so the plan functions precisely as designed when called upon.
Trust amendments
Circumstances change. When you'd like to update a trustee or a beneficiary, we make those changes thoughtfully and with care.
Updated powers of attorney
After your annual review, when warranted, we prepare new financial and medical powers of attorney so they remain current and effective in the event of a crisis.
Complimentary notary service
We're here to help. Documents that need notarization can be handled in-office during business hours, at no additional cost.
Family Cares meeting
Difficult conversations are easier with a steady hand at the table. We facilitate a family summit with you, your trusted advisors, and your named trustees — addressing questions before they become conflicts.
No-cost consultation with trustees
One of our attorneys will lead a session with your successor trustees to outline their roles — ensuring your plan is set in motion thoughtfully when the time comes.
Priority access
Cares members receive priority access to our legal team.
We have an efficient system in place to administer your trusts and estate when the moment comes — quietly, in the background, ready.
Difficult conversations are easier when someone steady is at the table.
Initiating an estate conversation with family can feel daunting. We facilitate a family summit with you, your trusted advisors, and your named trustees — so every person understands their role to the extent you would like.
Questions and concerns are addressed in a calm setting, helping prevent the kinds of misunderstandings that quietly become conflicts between beneficiaries and trustees later on.
Who can join JM Law Cares.
So that we may serve you best, the Cares program is offered to current clients of JM Law, PLLC and Cassaday & Company, Inc. who have completed their estate planning documents with our firm.
Those who are not Cares members will be charged the fees listed on our annual rate sheet for all interactions with our legal team.
We look forward to welcoming you as a member of the JM Law Cares family.
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The right time to plan your
legacy is always now.
Schedule a confidential consultation. We typically respond within 24 hours.