Auto-Pilot Planning Program
Guiding, Planning, and Monitoring Solutions
“We are dedicated to keeping your estate plan current with changes in your life and the law, providing you with peace of mind knowing your legacy will continue through all seasons of life.”
Our dedication to follow up and follow through includes:
Ongoing Reasonable Access To Our Firm
Our team is readily available to answer your questions or concerns during work hours via telephone, email, or in person, with a 24-hour maximum response time (except weekends). You will never receive a bill for reasonable telephone calls or answering emails. Priority appointments for app members within a week of request (Monday through Friday, 9:00 am to 5:00 pm). Monthly newsletter exclusive to app members delivered via email or U.S. mail containing articles related to our team, as well as topics of interest to keep you updated with the latest trends in estate planning and retirement. In addition, you will receive correspondence from us when there are urgent changes in the law or techniques that will affect your family.
Client Educational Opportunities
Within our Auto-Pilot Planning Program, we offer free educational workshops on various topics related to estate planning; A free consultation with your trustee or successor trustee to educate them on their duties and responsibilities; Trustee “Training”; Workshops on Medicaid issues, Continuing care/geriatric care assistance, Stretch IRA’s, Gift Planning, and Estate Planning.
Collaborate With Your Financial Advisors, Accountants and Insurance Professionals
The Auto-Pilot Planning Program includes our team collaborating with your other professional advisors so that we are all working together with the mutual goal of taking care of you and your family. We will provide copies of your estate planning documents to your financial professional advisors upon request, with instructions to implement your wishes.
Asset Review, Tracking, and Continuous Funding
Trust Funding and Asset Alignment of your initial assets into your trust was handled at the time your trust was prepared. Our team regularly reviews the character and ownership of your assets and provides you with an annual report to ensure that all of your assets are properly funded into your trust and that all beneficiary designations are coordinated with your overall plan.
Estate Planning Document Updates
We believe that estate planning is a process and not a transaction. In our experience, the only was to ensure that an estate plan accomplishes your wishes, is to realize that there will be changes in your life and changes in the law. Our Auto-Pilot Planning Program provides updating your documents as needed to help ensure that your estate plan stays current and consistent with your intent and the changes in the law. This ongoing process will ensure that your plan is up to date and will provide you with peace of mind that things will be taken care of when you pass. By serving as your trust advisor, we are able to assist you in updating your trust when it comes to changes in the tax laws, regulations, and judicial decisions even when you are unable to do so.
Family Care Meeting
The family care meetings provide an opportunity when needed for all of us to sit down and understand your plan with your trusted family members and professional advisors who will execute your plan. Any questions that you or your family members may have of your advisors can be answered at that meeting and, if necessary, any potential issues will be addressed.
Additional Member Benefits
- Free notary public services
- Invitation to annual client appreciation event
- Docubank — Twenty-four hour emergency access to your estate planning documents via an 800 number.
- FairSplit – “Divide Things, Not Families” – Private Online account to inventory home assets, designate who gets what, use to downsize, distribute, and during a divorce.
Join Our Auto Pilot Program
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Experiences From Our Happy Clients
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I will say Dorcey Law Firm is amazing!!! I called on a Monday it was around 4:30pm so of course I didn't get a call back that day. However, first thing the next day I got a call from Carrie (So wonderful and so helpful) she put me on the calendar with Erica Johnson the following week. I have to give a RAVE review about Erica (She is fabulous, knowledgeable, understanding and communicates so well even if you ask the question more than once). When I first met Erica she was so professional and knew what she was talking about. I felt comfortable in her answers to my questions and was grateful I was scheduled with her. When you think attorneys you think all they will want is your money, this is not the case here at Dorcey Law. The price for the items I was asking for was reasonable and fair. The professionalism of the staff and Erica was by far some of the best service from a law firm I have every gotten. IM GLAD TO SAY I AM MORE THAN HAPPY WITH ERICA, THE GIRLS AT THE FRONT, CARRIE & JUST THE EXPERIENCE OVERALL!!!!! Huge THANK YOU!!!! If you ever need an estate lawyer call Dorcey Law!!!!- Brent M.
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The Dorcey Law Firm, headed by Josh Dorcey, is one of the few professional offices that leaves you satisfied after you have talked to them...your questions are answered, and thoroughly explained. They are very responsive when a call is made. They are very knowledgeable and their expertise in their business is incomparable. They are also very courteous. very helpful. Their integrity outshines a lot of their peers in the business.- Esther W.
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- Kathryn D.
Great webinar. It was very informative without a lot of legal jargon. I learned a lot today and have set up an appointment to meet with them. I would highly recommend attending their webinar.
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“They are very professional and were able to provide exactly what we needed to plan our estate and execute our Will.”- Maria P.
