A little more clarity before you begin.

Family Circle is an ongoing estate-plan support experience that helps families stay organized, connected with trusted people and professionals, and attentive to life changes that may affect their plan.

No. Family Circle helps you maintain the practical information and relationships around your plan. Legal, financial, tax, and healthcare decisions should still be made with the appropriate qualified professionals.

It is for people who have created an estate plan and want a better way to keep it connected to their current life, family, trusted decision-makers, and advisors.

That may include legal, financial, healthcare, insurance, and personal information your loved ones or trusted decision-makers could need. Your participating firm can explain the current membership experience in detail.

Estate plans reflect a moment in time, but families, assets, relationships, and wishes change. Regular check-ins help surface changes that may deserve attention or a conversation with your attorney or advisor.

Common examples include a birth, marriage, divorce, move, home purchase, business sale, grandchild, retirement, major health change, or death of a loved one or decision-maker.

Yes. A central purpose of Family Circle is to help the right people know their roles, where to turn, and how to stay connected. The specific access and participation options will depend on the membership experience offered through your participating firm.

Prospective members can contact Family Circle directly or speak with one of their planning professionals—such as their tax advisor, financial advisor, or attorney—to learn about membership and next steps.

Many firms lack a scalable process for continuing the client relationship after a plan is complete. Family Circle creates structured ongoing value so firms can stay connected without making the relationship dependent on recurring legal work.

Annual check-ins, useful education, and thoughtful communication help your firm remain present and valuable after documents are signed. That ongoing connection builds trust, supports retention and referrals, and can lead prospective Family Circle members to your firm when they need legal planning—creating opportunities for new client relationships, greater lifetime client value, predictable recurring revenue, and stronger long-term firm value.

No. Technology may support the experience, but the central value is the business and service model: a practical, repeatable way to continue serving families after signing day.

No. The model is built around continuous client value. When a check-in surfaces a situation that may require legal advice or an update, the firm can then engage the client under its normal professional and ethical processes.

The annual check-in creates a dependable rhythm for communication and education. It helps clients notice life changes, keep important information organized, understand their responsibilities, and reconnect with the right professional when their plan may need attention.

Family Circle provides participating firms and their clients with practical education, communication resources, and guidance for building and maintaining a digital plan. The goal is to help clients understand what they have, identify what may be missing, know who should be involved, and be better prepared to act. Family Circle supports this process but does not provide legal, tax, or financial advice.

The partnership conversation explores how Family Circle can complement the firm’s current planning process, client communications, and long-term goals while adding a consistent annual check-in and practical educational support.

Use the partnership link below to begin a conversation about your firm, your clients, and how an ongoing relationship model could fit your practice.