Pyke & Associates Client App icon

Pyke & Associates Client App

CVC web solutions
Free
1.0 out of 5

About Pyke & Associates Client App

The Pyke & Associates app enables our estate planning clients to manage their premium services from anywhere and at any time:

Annual Maintenance Program (AMP):

Membership in this client concierge program entitles you to more than just our internal review of your estate plan. As an AMP member you are entitled to an annual meeting with an estate planning analyst as well as annual updates to your estate plan for changes you request, or we recommend, at no additional cost. With the Pyke & Associates app, you can fully manage your AMP membership and complete the following all from your cell phone:

Sign up for or renew your AMP membership.

Schedule your annual meeting with an estate planning analyst.

View your

1. existing estate plan documents.
2. Contact our firm directly with questions or concerns.

Receive personalized recommendations and communications from our firm.

DocuClub:

In an emergency, you are rushed to the hospital. Will the doctors and medical staff have access to your Advanced Directive for Health Care? Or your relevant medical history and details? With DocuClub, you will have the peace of mind of know that your physicians and family members you designate will have 24/7 access to the answers they need. Will the Pyke & Associates app, you can fully manage your DocuClub membership:

Sign up for or renew your DocuClub membership.

Update and access your relevant healthcare information, such as medications, past illness or surgery, and primary physician contacts.

Update and access your Advanced Directive for Healthcare.

Contact our firm directly with questions or concerns.

Grant family members access to your critical healthcare documents and information.

Receive personalized recommendations and communications from our firm.

Pyke & Associates Client App Screenshots