Margolis & Bloom

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Margolis & Bloom Peace of Mind Plan

Your estate plan needs to be up-to-date when you need it. Health, laws, family members and plans change. You can make certain that your estate plan continues to work for you and your family by signing up for Margolis & Bloom’s Peace of Mind Plan.

Here’s what the Plan includes:

  • Short questions answered in free-of-charge telephone consultations.
  • Annual review of your plan to make certain it is up-to-date.
  • Changes of trustees, executors and agents under powers of attorney and health care proxies for no charge (once a year).
  • Annual in office or telephone consultation on any topic in our area of expertise for no charge.
  • Quarterly newsletter on legal developments of interest in Massachusetts.
  • Weekly e-mail newsletter on legal developments in Massachusetts.
  • Invitations to seminars exclusively for POM members.
  • Annual insurance review.

The annual fee is $475.. This plan is available only for those clients whose estate plans Margolis & Bloom, LLP, has prepared.

If you have any questions, please contact Julia R. Curletti in our office or by email.