FREE LEGAL DOCUMENTS FOR FAMILY MEMBERS THAT LIVE WITH YOU (critical for all family members over the age of 18)
- Financial Powers of Attorney
- Advance Health Care Directives
- 24/7 Medical Access Cards
ONGOING 19-POINT REVIEW OF YOUR TRUST AND ESTATE PLAN
We keep up with the changes in the laws and COVID-19 regulations that could affect your estate plan. No need to worry, we will let you know what needs to be changed.
Clerical amendments for no additional fee – this includes changes in trustees, beneficiary names, and percentages and agents on your powers of attorney.
15% fee reduction for more complex revisions. Should you choose to make complex changes to your estate plan (changes that require an attorney) we offer an additional discount of 15% on our normal fees.
COST OF A MEMBERSHIP?
$525/YEAR or $525/YEAR with auto-renew
Your Value is PEACE OF MIND?
To see if you qualify for membership, and receive priceless peace of mind Call (781)237-2815
NEW BENEFIT FOR 2021 LLPP MEMBERS
Given the importance of protecting your home’s value, LLPP members are entitled to a special benefit: A Certificate for a home valuation & free consultation with the Metro West Coldwell Banker real estate team of Diane B. Sullivan and Katelyn E. Sullivan for LLPP members only, you’ll receive a certificate for a valuation of current value and a customized marketing plan to maximize visibility across all buyer demographics and receive top dollar on your most valuable asset.
To Schedule Your “LLPP” Annual Review Session contact us (781)237-2815 or visit DSullivan.com