Free Phone Consultations!
New York Estate Planning
How do you make something as inconvenient as planning your estate convenient? We do our best.
From our office in Broad Channel, Queens, NYC, we help New Yorkers find the right estate plan for their needs – from simple wills to revocable trusts with special needs and pet trust addendums. Best of all, we handle as much of the work as possible online or over the phone – no need to meet in person unless you want to.
And if you do want to see a friendly face, we’re happy to meet at our regular spot in Midtown Manhattan, your home, or wherever is convenient in-between.
Elements of A Plan
Wills
Your 'Last Will & Testament' is a basic document that outlines your wishes with regards providing for your family members and the distribution of your assets after you pass away.
Living Trusts
A form of estate plan that puts your assets in a revocable trust - essentially holding them for you and those that would benefit from your will - to avoid lengthy probate court procedures after your death.
Special Needs & Spendtrift Trusts
A trust that provides for those who cannot manage their own finances, for whatever reason, while maintaining eligibility for federal and state benefits.
Financial POA
A financial power of attorney gives someone you trust the ability to manage your financial and business matters if you become incapacitated. This power is typically springing, meaning it does not take effect until you have been ruled incapacitated by a physician.
Healthcare POA
Outlining your healthcare wishes in advance will save your loved ones from the agony or guilt that comes with such decisions.
Gun Trusts
Putting your firearms in a trust ensures that they will pass to someone who is legally able to own them after you're gone, plus trusts may be exempt from certain firearm restrictions.
Basics Covered
Will, Healthcare & Financial Plan-
Basic Will
-
Guardian of Children
-
Living Will / Healthcare Power of Attorney
-
Financial Power of Attorney
-
Text (SMS) and Email Updates
-
Archived Online for 7 Years
-
Free Annual Checkup
-
Attorney Licensed in Your State
Revocable Trust
Includes Basics Package.-
Married / Joint Trust +$500
-
Includes Basics Package, plus a revocable living trust
-
Avoids probate court, protects privacy
-
Assets typically immediately available to your beneficiaries
-
Control assets after you are gone
-
Investments and assets managed if you become disabled
Specialty Trusts
$200 Each When Added to a Trust Package-
Pet Trusts
-
Special Needs Trusts
-
Spendthrift Trusts
-
Gun Trusts
Benefits of Our Firm
Online Archive
We store your plan in a secure online locker - with bank-level encryption - for a minimum of seven years.
Plan From Anywhere
No more waiting in traffic to get to an attorney's office where you'll ... wait some more. Instead, connect to your lawyer from wherever you are comfortable. We handle the entire process online, then mail you the completed estate plan.
Complimentary Checkup
We'll send you an annual reminder to schedule a free checkup to determine if your plan still meets your needs and hasn't been affected by changes in tax or estate law.
Real Lawyer
Most online services are paperwork mills. You'll have a real lawyer draft and review your estate plan with you.
Flat Fees
Whenever possible, and for nearly all cases, flat fees apply. This means no surprises and no motivation to drag out your case for as long as possible.
Speed
We pride ourselves on speed: calls, texts, and emails returned promptly and work done without undue delays.
Ratings & Reviews
Past success does not guarantee outcomes in future cases - but we always do our best!
