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