The Steps to Take to Get this Process Going; It is Easy and Generally Fees are Fixed

Step 1:  Your Initial Consultation, which is really just a conversation, is free. We will talk about your personal situation and wishes.  The only preparation necessary is to develop a list of your assets and to begin to consider how you would like to pass those assets. 

Step 2:  Drafting and Reviewing Documents.  I will draft a personalized estate plan for you that meets your needs and reflects your wishes.  I will forward those documents to you for your review and feedback.

Step 3: Implementing Your Plan.  When you are satisfied with the drafts, simply come in and sign them.  You will keep copies of all of your estate planning documents, and I will keep the original copy of your Will in my vault or file it with the Surrogate’s Court, if you prefer.

It is a good idea to review your estate planning documents every three to five years and update them to reflect changes in your circumstances and priorities.  I am happy to meet with you at any time to address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

I maintain a lifetime relationship with all of my clients, and therefore my estate planning fees are affordable and, generally, billed at a flat rate.  This allows you, as my client, to have open communication with me without fearing an itemized bill for each phone call or question asked.  I strive to keep communications with my clients as open and timely as possible, consistent with developing a client-centered, counseling-oriented approach to estate planning.