The program

EMPLOYEE ESTATE PLANNING BENEFIT PROGRAM WITH Sullivent Law Firm

At Sullivent Law Firm, we understand the importance of early estate planning for your employees. By offering our tailored estate planning services as a benefit, you’re providing invaluable peace of mind and protection for their families’ futures. Our customizable programs cater to your company’s specific needs, ensuring seamless integration and a hassle-free experience for both employers and employees. Contact us to learn more about how we can enhance your benefits package with our comprehensive estate planning solutions. 

What sets Sullivent Law Firm apart

Small Dedicated Group

We never want to come across as stuffy or formal. We’re a friendly, approachable team, and we always keep our clients’ needs front and center.

Long Term Experience

Tom Sullivent has been practicing since 1996. With the many hours we have spent representing clients in court, we have seen both the benefits of proper planning and the messes, anger, and sadness due to the failure to plan.

Narrow Area of Focus

We are focused on planning for death, disability, businesses, and asset protection. Our expertise in these areas allows us to provide tailored solutions that meet the specific needs of each client.

Electric Doc Signing

Our clients can easily and securely sign legal documents from anywhere at any time, removing the need for in-person meetings or physically mailing documents.

What is the "Program"?

The Employee Estate Planning Benefit Program is designed as a comprehensive legal service tailored for employees, partners, owners, and directors, focusing on estate planning. We understand the importance of planning for one’s death or disability, and our program aims to provide invaluable support in navigating these critical matters. Through expert guidance and personalized assistance, we empower individuals to make informed decisions about their estates, ensuring peace of mind for themselves and their loved ones.

FAQs ABOUT THE PROGRAM

  • There is no cost to the company in presenting The Program to their employees. The company may wish to contribute to all, or some, of their employee’s estate planning but that would be the company’s decision.

  • The employee pays nothing to participate and nothing for the initial consultation, which is free.  If the employee wishes to engage the services of MEUS Law, then the cost of those services is all that will be charged to the employee.

  • Estate Planning services are the focus of The Program. This means planning for one’s death or disability and creating legal documents to choose who and how their money will be managed for themselves if they become disabled and unable to handle their own affairs.  In addition, estate planning should keep their family out of court in the event of their death or disability and may assist in liability protection and tax savings. Our attorneys do other types of law on a daily basis and would be able to assist in other areas if needed, but the focus of this Program is estate planning.

  • The employee has the legal obligation to continue the payments as agreed.  The employer has no obligation to make the payments or pay any deficiency.

  • Yes, the employee may call Sullivent Law Firm for any amendments or changes or other legal issue they may have, but they are under no obligation to so, and are free to contact any attorney they wish in the future to further assist them.  They are not locked into Sullivent Law Firm.

  • Clients are free to bring anything they want to the initial consultation.  But many people think they need to bring their bank statements, taxes, information regarding their 401K or IRAs, property deeds or business incorporation documents.  These documents are not needed in the initial consultation. Ultimately, some of this information will be needed but the attorneys will advise exactly what they need to see if the client wishes to move forward.

  • We aim to have final documents ready two weeks from the time we have all the final information from the client.  The last thing we want is for someone to start their estate planning and before it is finished something happens that prevents its completion.  However, it can take longer for a variety of reasons.  In our experience, any shorter and the client may not have sufficient time to ponder decisions they need to make during their planning.    

    In emergency situations such as a surgery or nearing vacation, this process can be sped up.

  • The company may terminate the program at any time. However, if an employee has hired Sullivent Law Firm to assist with their estate planning needs and if the company is deducting agreed amounts from the employee’s paycheck, then the payments would need to continue in the agreed upon amounts for the agreed upon term assuming the employee is still in the employ of the company.

  • No. Sullivent Law Firm knows people fail to get their estate planning done because they don’t know who to call, don’t know how much it will cost, are afraid of hidden costs, and expect the process to be lengthy and complicated. Giving people a free consultation where they receive a clear picture of what they need, how much it costs, the process involved and payment terms they can’t find anywhere else, is a big part of why the Program was created.

  • Our standard hourly rate is $350/hour. However, program participants will receive services at a reduced rate of $275/hour, so long as they are with a participating company.

  • There will be an intake sheet.  Once the employee signs up for the consultation an intake sheet will be sent to them.  After the consultation, and if the employee wishes to have the attorney assist them, the attorney may call them with additional questions or send questions to them by email.

  • In the packet there is a sheet titled “Let’s Get Started”. This sheet will be filled out and signed by representative of the company and Sullivent Law Firm.