Ettinger Law Firm: Unique Approach and Client Care

Introduction

• Differentiating factor: Continuous relationship with clients after the estate plan is executed.

Innovations and Systems

• Invented a system (1999) to track estate plans.
  • Computer searches the database for law changes.
  • Notify clients if changes apply.
• Ettinger documents are reliable for life due to this system.
• Weekly publication: Ettinger Elder E-lert.
  • Provides unique and valuable information to clients.

Client Engagement

• Biannual Client Breakfasts:
  • Update clients on law changes.
  • Invite next of kin to build relationships.
• Triennial Review Letters:
  • Encourage free reviews every three years.
  • Adjust plans for changes in health, assets, family dynamics.

Fee Proposal System

• Differentiates from retainer agreements used by other elder estate lawyers.
• Fee proposal:
  • Documents are prepared and signed first.
  • Payment is made at the end.
  • Clients have no obligation until payment is made.
  • Empowers clients, ensuring they are in charge.

Conclusion

• Continuous investment in client relationships ensures plans are always up-to-date.
• The unique fee structure leads to satisfied and empowered clients.