Covert Law: Coming in 2018 Coming in 2018

New for Our Clients in 2018:

Private Client Family Care Program™

Always Current - All of the Time

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Private Client Family Care Program™

Always Current - All of the Time

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A State-of-the- Art, by invitation only, yearly membership program to maintain proper asset alignment and balancing of trust funded assets, lifetime updates and changes to plan documents due to law changes or family changes at no charge, PLUS lifetime access to law firm for future questions (all phone calls and emails and in-person meetings) - all at no charge, PLUS discounted trust administration.

In addition, all Members will be entitled to receive at no charge our Estate Assets Organizer™ plus our Digital & Virtual Assets Organizer™ plus our Emergency Health Organizer™ plus our Private Client Blog plus our Private Family Newsletter.

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All Members will also enjoy the following benefits at no charge:

 
Private Client Web Portal
This is a private, dedicated Portal you can access and download all of your legal documents, health care documents, all of your estate, digital asset & emergency health organizers, etc.
 
Monthly Educational Private Workshops
These are private workshops available only to Members. Topics include current and breaking news estate & long term care planning laws, regulations, updates, etc.,; and financial planning & financial organization simplification and consolidation; and Social Security benefit programs, new developments, updates, questions you may have; and protecting inheritances from divorce and lawsuits; and what you should do after a loved one dies; and honoring our veterans: special veterans benefits, etc.; and advanced IRA planning & beneficiary designations; and protecting your digital footprint; and caregiver concerns for taking care of loved ones, and more.
 
Private Monthly Webinars
These are private computer internet Webinars that you can attend from the comfort of your own home. Topics include legal updates, long term care planning for elderly family members, income & estate tax issues, protecting inheritances from divorces and lawsuits, and more. You may also invite your immediate family members to attend these Private Webinars so they are kept up-to-date on your estate and long term care planning.
 
Fun Things
For fun, we offer movie nights, minor league ball games, cooking classes, boat tours, dinner events, historical tours, museum tours, AND our annual Charity Night where we highlight one charity each year to hold either a golf or tennis outing, etc.
 
The Family Care Meeting™
This is a private meeting with you, your immediate family members, your accountant, all of you financial advisors, your successor trustees (if different than family members), health care providers, etc. The purpose of The Family Care Meeting™ is share information with everyone so all of your loved ones and advisors are all "on the same page" when it comes to your affairs, your assets, and your hopes, dreams & wishes.
 
New & Updated Important Documents Annually
Every year we update your 1) Durable Power of Attorney (for financial matters), 2) Health Care Surrogate Designation (your health care power of attorney), 3) Living Will, and 4) HIPAA Authorization. We feel it is critically important for you to have a "fresh" set of these documents each and every year. Just in case something happens, you will have everything completely up-to-date.
 
EverSafe
EverSafe keeps everything safe - forever. We monitor your bank and investment accounts, credit cards and credit data AUTOMATICALLY using a personal detection and alert system that stops exploiters in their tracks before a lifetime of savings are depleted. Staying on top of your finances is challenging. Our personalized technology alerts you to signs of irregular activity. Our consolidated dashboard simplifies monitoring across accounts and institutions. EverSafe is easy to use and delivers unmatched protection for you, your family and your clients. No other solution safeguards against fraud, scams, and financial exploitation better than EverSafe.

This program is by invitation only. A limited number of Clients will be invited to participate. Those selected will be provided with a Membership Application that will be required to be submitted.

For Our Existing Clients:

Existing Clients will have first priority to become Members. Admission of Existing Clients to the Private Client Family Care Program™ is limited to 5 families per month. You will be contacted to attend a new Private Client Family Care Program™ Workshop where you will be introduced to the program and given an opportunity at that time to submit an Application.

New Clients:

New Clients will be invited to participate on a restricted basis. Once all Estate Planning and Long Term Care Planning documents are in place and all assets (real estate, investment accounts, etc.) have been properly aligned with the plan, new Clients will be interviewed to determine sutiability for this program. If determined to be suitable, then we will proceed with a Membership Application and review.

Estate Assets Organizer™

Always Current - Always Organized

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Estate Assets Organizer™

Always Current - All of the Time

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A new and dynamic method of organizing 100% of your assets: this includes real estate, bank accounts, certificates of deposit, savings accounts, brokerage accounts, IRAs, and mutual fund accounts. In addition, a complete system to categorize and track all of your personal property, such as jewelry, antiques, collectibles, automobiles, furniture, furnishings and more. An astonishingly simple method of making everything easier, seamless & automatic for your children.

Digital & Virtual Assets Organizer™

Logins - Passwords - Always Secure

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Digital & Virtual Assets Organizer™

Logins & Passwords - Always Secure

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Eliminate the unnecessary burden for loved ones and personal representatives of locating and dealing with an estate’s account assets. Hidden or forgotten accounts, many online, can waste not only time and money but have the potential to leave an estate vulnerable to ID fraud. These accounts, when left open, often contribute to years of continued reminders and emotional anxiety.

The Digital & Virtual Assets Organizer™ provides secure, password-free organization of both digital and traditional accounts. When the time comes, notification of our Client's final wishes is provided which may include account deletion, transference, memorialization or other instruction. We ensure that hidden accounts don’t surface and undo the careful management, both emotional and financial, put into preparing your estate plan.

Emergency Health Organizer™

Always Accessible - Anywhere in the World

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Emergency Health Organizer™

Always Accessible - Anywhere in the World

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The Emergency Health Organizer™ gives you emergency access within 3 minutes anywhere in the world to all of your health care documents: Your Health Care Surrogate Designation, Living Will & HIPAA Authorization. All health care documents are faxed or emailed directly into emergency room within 3 minutes in the event of a medical emergency. In addition, your most recent Medications List is also included in the submission so your emergency health care providers are instantaneously aware of all of your current medications, prescriptions, etc.

Video Library

Educational Tutorials - All in Plain English

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Video Tutorials

Educational Tutorials - All in Plain English

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Plain English video tutorials about estate planning and long term care planning techniques. Watch and learn how your current plan could be structured to protect you and your loved ones now AND at the most important time: when your plan is implemented. Learn how to ensure a simple, seamless and automatic transition to your children and grandchildren.

White Paper Library

Bulletins - Treatises - Commentaries

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White Papers

Bulletins - Treatises - Commentaries

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Thorough and detailed written treatises about laws, regulations and planning techniques. Learn about all of the latest trends and developments in the law. Master the new tax laws - and how to take advantage of your deductions, exemptions and tax credits.

Private Client Blog

Weekly Updates - New Laws & Developments

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Private Client Blog

Weekly Updates - New Laws & Developments

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A Private Client Blog for Members of our Family Care Program™ and their family members. Weekly updates of new laws, legal developments, trends, and law firm activities. Always the most current information available.

Private Client Newsletter

Monthly Updates - Trends - Strategies

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Private Client Newsletter

Monthly Updates - Trends - Strategies

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A Private Client Newsletter for Members of our Family Care Program™ and their family members. Resources and other links and details about programs of interest, such as law firm bios, travel information, your Family Care Meeting™ and other items of general interest. The "fun stuff."

BONUS for All Private Client Family Care Program™ Members!

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For Private Client Family Care Program™ Members

We scrutinize historical transactions to establish your personal financial profile and then analyze daily transactions to identify erratic behavior.

 
 
identify-magIDENTIFY
Monitoring includes identity theft protection and personalized warnings for unusual withdrawals, missing deposits, irregular investment activity, changes in spending patterns and more.

 
 
alert-bellALERT
Erratic activity alerts can be delivered by email, text, phone or the EverSafe App. And EverSafe’s “trusted advocate” support lets members designate family, professionals or other trusted individuals to assist in monitoring alerts.

 
 
resolve-checkRESOLVE
EverSafe provides tools to manage the resolution process and even helps you create your recovery plan. If your identity has been compromised, we’ll help with identity restoration. We’re always just a phone call away.

 
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About:

EverSafe keeps everything safe - forever.

We monitor your bank and investment accounts, credit cards and credit data AUTOMATICALLY using a personal detection and alert system that stops exploiters in their tracks before a lifetime of savings are depleted.

Staying on top of your finances is challenging. Our personalized technology alerts you to signs of irregular activity. Our consolidated dashboard simplifies monitoring across accounts and institutions.

EverSafe is easy to use and delivers unmatched protection for you and your family. No other solution safeguards against fraud, scams, and financial exploitation better than EverSafe.

AARP® Award Winner!

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Covert | Law
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Covert | Law

Your Plan. Your Family. Their Future.

- - We Take Care of Families: Today - Tomorrow - Forever - -

NEIL R. COVERT, Attorney at Law

Clearwater - Sarasota - Fort Myers - Naples

1.800.660.7564

© 2018 Neil R. Covert, P.A. - - All Rights Reserved.