The Law Office of Maxwell White
  /  Client Care Plan

The Client Care Plan

At the Law Office of Maxwell White, we are committed to ensuring peace of mind by approaching estate planning as a lifelong process and not just a standalone, one-time document.

As part of this commitment, we have created the Client Care Plan to bridge the gap between all of our client’s estate planning needs in a way that suits their 21st century lives.

Through direct pricing, we provide this service at an exceptional value. Because I’m so confident that you will see the benefits, I’m providing the first year completely free for all clients.

If you are a current or former client and have not yet received your code for a free signup, please contact us.

Premium Client Portal

The Premium Client Portal offers a centralized digital repository that securely stores all essential documents and information, ensuring easy access when needed. This streamlines the organization of critical documents such as wills, trusts, insurance policies, passwords, and more, promoting efficient management of personal affairs.

The portal allows users to share access with designated contacts, providing options for full, limited, or no access as needed. It also eliminates reliance on scattered physical documents and inaccessible spreadsheets, offering peace of mind and improved accessibility to vital information.

Secure Access to Your Vital Documents

The portal's state-of-the-art encryption allows you to securely and privately access and store your vital documents and information from anywhere, anytime.

Granting Access to Your Documents, But Only After You Pass Away

The portal gives you the option of limiting your Important Contact's access to certain documents only until after you pass away, which can help with sharing documents such as your Last Will and Testament or Living Trust.

24/7 Access to Vital Healthcare Information

Your Healthcare Card, Always In Your Pocket

We provide a convenient card to keep in your wallet that can be provided to your healthcare provider during an emergency.

24/7 Access to Your Healthcare Documents

Your card contains a 24/7 phone number for your essential healthcare documents to be seamlessly faxed to your doctor.

Instant Alerts to Your Emergency Contacts

Our program allows you to automatically and instantly alert all of your emergency contacts when your card is used during a medical emergency.

Healthcare directives are not readily accessible in 74% of cases during medical emergencies, according to one study.

(Journal of the American Medical Association, August 9, 1998)

The Client Care Plan provides a 24/7 hotline available for medical providers to swiftly retrieve healthcare directives, emergency contacts, and critical information. After enrolling, you are provided with a convenient card to carry in your wallet with the hotline number allows for quick access to necessary information. This immediate access to critical medical details can potentially be lifesaving, ensuring swift action when every second counts.

Not yet a client? Give us a call at (443) 647-9009 for a free, no-obligation consultation. We're here to help.