Don't Let the State Plan Your Legacy
Without an estate plan, state laws decide who gets your assets, who raises your children, and how your affairs are handled. Take control with a comprehensive plan tailored to your family.
Protect Your Family
Choose guardians and decision-makers you trust
Secure Your Assets
Control who gets what, when, and how
Maintain Privacy
Avoid public probate proceedings when possible
What Happens Without an Estate Plan?
If you die without a will or trust, state "intestacy" laws determine:
- Who inherits your property (may not be who you'd choose)
- Who manages your estate (could be a stranger appointed by the court)
- Who raises your minor children (court decides based on petitions filed)
- Everything becomes public record through probate court
Will-Based Plan
- Names guardians for minor children
- Directs asset distribution
- Public probate process required
- Court supervision
Best for: Simpler estates, single state, basic privacy needs
Trust-Based Plan
- Manages assets during incapacity
- Private asset transfer
- No court involvement when properly funded
- Multi-state property management
Best for: Privacy, multiple states, asset protection, incapacity planning
Complete Intake
Answer questions about your family, assets, and wishes
Review & Engage
Receive quote and engagement letter, decide to proceed
Draft & Review
We draft documents, schedule 30-min attorney review
Sign & Fund
Execute with notary/witnesses, fund trust if applicable
Serving NY, NJ & OH
We're licensed in New York, New Jersey, and Ohio. Each state has unique laws—we'll ensure your plan complies with your state's requirements and takes advantage of available benefits.
Need more information? We'll provide detailed definitions and tax guidance during your attorney consultation.
This helps us show you only the most relevant questions for your situation.
Basic Protection
I want to ensure my family is protected with essential documents (will, powers of attorney, health care directives). Simple and straightforward.
Privacy & Control
I want to avoid probate, keep my affairs private, and have more control over how assets are managed during incapacity and after death.
Complex Situation
I have significant assets, multiple properties, business interests, blended family, or special tax/protection concerns.
Not Sure
I'm not certain what I need. Please ask me all relevant questions and recommend the best approach.
We'll use this information to customize your plan and provide accurate pricing.
These are the people who will carry out your wishes and make decisions on your behalf. Choose people you trust completely.
Executor Handles estate after death
Your executor will manage your estate after you pass away—paying bills, gathering assets, and distributing property according to your will. Choose someone organized, trustworthy, and willing to handle financial responsibilities.
Guardian for Minor Children Raises your children
If both parents cannot care for your minor children, who would you want to raise them? Consider people who share your values, have the capacity to care for children, and would provide a loving, stable environment.
Financial Power of Attorney Handles money if you can't
This person will manage your finances and legal affairs if you become incapacitated but are still alive. They'll need access to your accounts, ability to pay bills, and make financial decisions. Often a spouse or close family member.
Health Care Power of Attorney Makes medical decisions
If you cannot make medical decisions for yourself, this person will speak with doctors and make health care choices on your behalf. Choose someone who knows your values and wishes regarding medical treatment.
HIPAA-Authorized Persons Can receive medical info
HIPAA laws prevent doctors from sharing your medical information. List people you want doctors to be able to speak with about your condition (usually includes your Health Care POA and close family).
Help us understand your assets so we can recommend the right planning approach. Approximate information is fine—exact values aren't needed.
This is the heart of your estate plan. Choose the approach that best reflects your wishes—we'll customize the details during drafting.
Simple Equal Distribution
Everything divided equally among your children or other beneficiaries. Clean and straightforward.
Best for: Adult children, uncomplicated family dynamics, immediate distributions preferred
Age-Based Distributions
Beneficiaries receive portions at different ages (e.g., 1/3 at 25, 1/3 at 30, remainder at 35). Protects younger beneficiaries from poor financial decisions.
Best for: Young adult children, concerns about financial maturity, substance abuse issues
Lifetime Protection Trusts
Each beneficiary receives their own permanent trust that can make distributions for health, education, maintenance, and support throughout their lifetime.
Best for: Asset protection, divorce protection, creditor protection, long-term wealth preservation
Spouse First, Then Children
Everything to surviving spouse during their lifetime, then to children at spouse's death. Can include protections to ensure children's inheritance.
Best for: Traditional marriages, blended families needing protection, tax optimization
Your package includes document drafting, attorney review, signing instructions, and ongoing support.
What's Included in Your Package:
- Custom document drafting based on your responses
- 30-minute attorney review session via video call
- Detailed signing instructions with notary/witness requirements
- Funding checklist and bank letters (for trusts)
- Ongoing document storage and updates
- Annual check-ins to ensure your plan stays current
Note: We can also arrange electronic notarization services for an additional fee if preferred.
Important: This intake is confidential and creates no attorney-client relationship. You'll receive a personalized quote and engagement letter to review before deciding to proceed. No commitment required.
Please review your answers below. You can go back to make changes if needed.
Estimated Price: —
Thank You — We'll Be in Touch Soon
We've received your estate planning intake. Within the next business day, you'll receive:
- A summary of your information
- Personalized flat-fee pricing
- An engagement letter for your review
- Instructions for next steps
If you don't see our email within a few hours, please check your spam folder or contact us directly.