Our clients have completed the first and most important step in the Special Needs Family Protection process; our award-winning legal professionals helped them create a customized estate plan that protects themselves and their loved ones with special needs. However, life happens in many unexpected ways. To effectively protect your family, an estate plan must be maintained to keep current with changes in the law, public benefits policy, and family relationships. In order to meet these ever-changing needs, families with loved ones with special needs must have a process to regularly maintain and enhance their estate plan to ensure their goals and wishes are met, no matter what challenge arise.
The expert staff at The Urbatsch Law Firm, P.C. are committed to be your trusted resource to protect and prepare your family for life’s inevitable changes. As part of our commitment to our clients, we have developed an exclusive program to provide the guidance needed to ensure their family is protected now and in the future. As a member of the Special Needs Family Protection Plan, you will have access to exclusive educational opportunities and workshops to help advocate for yourself and your loved one with special needs, priority access to our experienced staff when you need answers, and (for higher level plans) a completely updated plan when needed. These are just a few of the many benefits of membership.
To protect your family now, email DChacon@Urbatsch.com to schedule your appointment.
Our goal is to have an ongoing relationship with our clients to ensure that your plan continues to meet your needs, not only when you leave our office but for the rest of your lives. Below is our chart of services for this important program that shows the different levels of protection our office can provide:
| SERVICES | NO PROTECTION PLAN | BASIC PLAN | FOUNDATION PLAN | CONCIERGE PLAN |
| $0 | $89/month | $189/month | $389/month | |
| The Urbatsch Law Firm, P.C. (ULF)’s Monthly Special Needs E-Newsletter | ✓ | ✓ | ✓ | ✓ |
| Access to the ULF Professional Network of Professionals | ✓ | ✓ | ✓ | ✓ |
| The ULF will maintain an electronic copy of your estate plan as backup to your plan | ✓ | ✓ | ✓ | ✓ |
| ULF 24/7 Health Care Protection Card | 3-years paid by ULF | 5-years paid by ULF | 5-years paid by ULF | ULF paid as long as member |
| Complimentary Copy of ULF’s SNT Administration Book | 1 copy | 1 copy | Up to 3 copies | Copies for all immediate family members |
| Priority Access to Phone Calls | When available | ✓ | ✓ | ✓ |
| Discounts for Family Members | None | ✓ | ✓ | ✓ |
| Coaching to Properly Fund Living Trust | Separate representation | ✓ | ✓ | ✓ |
| Complimentary Notary Service | N/A | ✓ | ✓ | ✓ |
| Complimentary Coordination with your Professional Team | Separate representation | ✓ | ✓ | ✓ |
| Deed Transfers in Event of Refinancing | Separate representation | ✓ | ✓ | ✓ |
| Simple Amendment to Living Trust / SNT to change names of trustee, advisory committee members, or trust protectors | Separate representation | Separate representation | ✓ | ✓ |
| Update of Powers of Attorney and Advance Health Care Directives | Separate representation | Separate representation | ✓ | ✓ |
| Public Benefits Reporting and General Assistance | Separate representation | Separate representation | ✓ | ✓ |
Participation in ULF’s ever-expanding Educational Workshops such as:
|
At cost | At cost | ✓ | ✓ |
| Annual Workshop that will cover recent developments in the law and policy in estate and special needs planning | At cost | At cost | ✓ | ✓ |
| ULF will become Authorized Representative (not Representative Payee) for SSA and DHCS and respond to SSA and DHCS inquiries (at no additional charge) | Separate representation | Separate representation | Separate representation | ✓ |
| 3-year Comprehensive life care plan and quality of life determination for loved one with special needs | Separate representation | Separate representation | ½ Price | ✓ |
| 3-year Financial Needs Assessment to determine if Loved One with Special Needs will have enough money to pay for lifetime care | Separate representation | Separate representation | ½ Price | ✓ |
| 3-year Review and Complete Update of entire estate plan | Separate representation | Separate representation | ½ Price | ✓ |
