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C.A.L.M. Level 5

Level 5 is for clients with a net worth of $15,000,000 or more and will include for them an A-Z estate plan, asset protection and financial plan done by one of the top law firms in the country.

 

This kind of planning at many “downtown” firms costs $50,000-$75,000+.  Level 5 is designed for a client with $30,000,000 or more but through C.A.L.M. a client with $15,000,000 or more can receive this advanced planning.  A typical fee through the C.A.L.M. plan will cost approximately $35,000 rather than $50,000+.

 

If a client has complications which are a-typical or if the client has a net worth in excess of $30,000,000, the costs for an estate plan will likely increase.  Having said that, through the C.A.L.M. program, clients will receive a 20% discount on the legal fees in excess of $35,000.

 

Level 5 also includes burning all of the client’s legal, accounting and financial documents to disc (to give to the client) and to a hard drive on a secure server. This is done to ensure that the client always knows where his/her valued documents are located and so a secure set can be held in a safe environment in another location.

 

Level 5 will be overseen by APS™ attorneys.

 

If you have an interest in Level 5 planning, please contact Email Us