Life Doesn't Stand Still

Your Life Changes. Your Plan Should Keep Up.

Creating your plan is an important milestone.

But life doesn’t stop changing when the documents are signed.

Families grow. Assets change. Businesses evolve. People move. Relationships change. Tax laws change. New opportunities arise.

And over time, even the best-designed plan can become disconnected from the life it was created to protect.

EthosCare™ is how we help prevent that from happening.

EthosCare™ is our ongoing planning and membership program designed to keep your plan aligned with your life—not just today, but through the years, changes, and generations ahead.

Because creating a great plan is only the beginning. Caring for it is what helps keep it working.

Your EthosCare™ Planning Cycle

Life Doesn't Stand Still — And Neither Should Your Planning

EthosCare™ creates an ongoing care and development cycle of review, identification, alignment, updating, education, and protection designed to keep your plan connected to the life you’ve built.

EthosCare™ isn’t a one-time checkup. It’s an ongoing cycle of care.

Continuous Care

Your plan evolves with your life.

EthosCare keeps the pieces connected.

Your planning deserves continued attention as your family, assets, businesses, and goals evolve.

Review

What's changed?

We revisit your family, assets, businesses, goals, and planning environment.

Identify

What needs attention?

We identify changes, gaps, opportunities, and planning issues that deserve consideration.

Align

Does everything still work together?

We help keep your legal, financial, tax, business, and legacy strategies coordinated.

Update

What needs to change?

Your planning evolves when changes in your life, circumstances, or strategies require it.

Educate

Does your family understand the plan?

We help prepare you and the people you trust for the responsibilities and decisions ahead.

Protect

Is your plan ready for tomorrow?

Your plan remains cared for, coordinated, and positioned for the future.

↻ And the cycle continues

Planning Isn't an Event.
It's a Relationship.

Structured Care & Development

Traditional estate planning follows a familiar pattern:

You meet with an attorney.
Documents are prepared.
You sign them.
They’re placed in a binder.

And everyone hopes they’re still right when your family eventually needs them.

We believe there’s a better way.

At Ethos Legacy Group, signing your documents isn’t the end of the planning process.

It’s the beginning of an ongoing relationship.

EthosCare™ gives you a structured way to revisit your planning, maintain your documents, keep your assets aligned with your strategy, educate your family, and adapt as your life changes.

Because a plan designed for your life should evolve with your life.

your EthosCare™ membership card

Its Privileges Await You

We offer our core EthosCare™ plan for free for all of our planning clients.

However, different families have different planning needs. That’s why EthosCare™ offers different levels of ongoing care and support with optional paid plans.

Find the EthosCare™ membership designed for your and your family’s needs.

Life Changes.
Your Plan Should Too.

Make Changes When Needed

A lot can happen after your plan is created.

You may:

Some changes require amendments to your legal documents.

Others require changes to beneficiary designations, asset ownership, trust funding, insurance, tax strategies, or financial arrangements.

And some simply require a conversation. EthosCare™ helps make sure those conversations happen.

Your Plan Is More Than a Binder

Keeping Your Entire Planning Ecosystem Connected

A comprehensive plan isn’t simply a collection of legal documents.

It’s a coordinated system.

Your trusts, wills, powers of attorney, business entities, insurance, investments, retirement accounts, beneficiary designations, tax strategies, and family objectives should work together.

If one piece changes without considering the others, gaps can develop.

That’s why EthosCare™ looks beyond the documents.

EthosCare™ helps keep every part of your planning ecosystem connected and aligned — so that as one part of your life changes, the rest of your plan can change with it.

protected

with purpose

PROSPERING

WITH INTENTION

PLANNED

WITH ETHOS

What EthosCare™ Helps You Maintain

Keep the Pieces Coordinated

Your Estate Plan

EthosCare creates regular opportunities to review your plan and identify changes that may need attention.

Your Incapacity Planning

We help keep the individuals, instructions, and structures surrounding your incapacity planning current.

Your Trust Funding

We help you stay focused on maintaining the connection between your assets and the planning structures created to protect them.

Your Asset Protection

As your wealth, business interests, investments, and liabilities change, your protection strategy may need to evolve with them.

Your Tax Planning

EthosCare helps create opportunities to identify planning issues and strategies before they become missed opportunities.

Your Business & Succession Planning

Businesses evolve. Ownership changes. Key employees change. Valuations change. Exit plans change.

Your Retirement Planning

Retirement changes more than your income. Distribution strategies, taxes, beneficiaries, healthcare considerations, and legacy objectives can all evolve as you move into and through retirement.

Your Legacy

EthosCare helps you think beyond what your family will inherit to what you want that inheritance to mean.

The EthosCare™ Difference

From Reactive Planning to Proactive Planning

Most people contact an attorney when something happens. EthosCare™ is designed to help identify planning needs before they become problems.

Instead of asking:

“Is my old plan still good?”

We want you to be able to say:

“My plan is being cared for.”

Dynamic Planning Reviews

We contact you to revisit your plan when changes are made to the law that may impact your planning.

Periodic Planning Reviews

Structured opportunities to revisit your plan as your life, family, assets, and goals evolve.

Plan Maintenance

Identification of documents, provisions, beneficiary designations, ownership structures, or other planning components that may require attention.

Trust Funding Guidance

Ongoing attention to one of the most commonly overlooked parts of estate planning—making sure assets remain properly coordinated with your trusts.

Planning Updates & Education

Practical explanations of legal, tax, financial, and planning developments that may affect you or your family.

Access to The Ethos Community

A private environment for education, resources, planning updates, and ongoing engagement with Ethos.

Family & Legacy Resources

Tools designed to help organize important information and prepare the people who may someday be responsible for carrying out your plan.

Priority Access

An established relationship with The Ethos Team when questions, opportunities, or life changes arise.

The EthosCare™ Promise

Ongoing Care

We Don’t Want to Simply Create Your Plan. We Want to Help You Care for It.

The true measure of a plan isn’t how impressive it looks on the day it’s signed. It’s whether it works when your family needs it.

That may be five years from now.

Twenty years from now.

Or generations from now.

Imagine knowing that:

That’s the relationship EthosCare™ is designed to create.

EthosCare™ Bridges the Gap Between Signing Day and the Day Your Plan Is Needed

Your EthosCare™ Membership

Choose the Right Plan for You

We offer our core EthosCare™ plan for free for all of our planning clients.

However, different families have different planning needs. That’s why EthosCare™ offers different levels of ongoing care and support with optional paid plans.

Find the EthosCare™ membership designed for your family’s needs.

Meet Eli

Your Guide Along the Way

Even the best plan can feel complicated from time to time.

That’s where Eli, the Ethos Owl, comes in.

Throughout your EthosCare™ experience, you’ll see Eli offering helpful reminders, explaining planning concepts, highlighting important next steps, and helping make complex ideas easier to understand.

Think of Eli as a friendly guide through your ongoing planning journey.

ELI'S TIP

Your plan doesn’t need attention every day. It just needs attention at the right times.

Your Plan Has a Future. Let's Take Care of It.

Stay Current & Prepared

You put considerable thought into protecting your family, preserving what you’ve built, and planning for the future.

Don’t let that work slowly become outdated.

With EthosCare™, your plan becomes something more than documents sitting on a shelf.

It becomes a living planning relationship—designed to evolve with you.

Keep Your Plan Aligned with Your Life.