Estate Planning
A plan that fits the life you've actually built — not a template.
Estate planning is the legal process of arranging how your assets, health care decisions, and dependents will be handled during incapacity and after death. A good plan combines wills, trusts, powers of attorney, beneficiary designations, and tax strategy into a single coherent structure.
Recognize yourself in any of these?
You've never had a will, and it's starting to feel irresponsible.
Maybe you bought a house, had a child, or watched a friend's family get tangled in probate. The first plan doesn't need to be perfect — it needs to exist.
Your old plan is from another lifetime.
Drafted before a remarriage, before grandchildren, before the business sold. We update plans more often than we build new ones, and the update is usually faster than starting over.
You want to give your kids less to fight about.
Most family conflict after a death is about ambiguity, not money. A clear plan, communicated in advance, is the most generous thing you can leave behind.
The work, named honestly.
- —Last Will and Testament
- —Revocable living trusts and trust funding
- —Irrevocable trusts for asset protection and tax planning
- —Durable Power of Attorney and Health Care Proxy
- —Beneficiary designation review across retirement and life-insurance accounts
- —Coordination with your CPA and financial advisor
An approach, not a transaction.
Our estate-planning engagements begin with a working meeting — not a sales pitch. We map your assets, family, and goals, then propose a structure with a flat fee.
About the Guidance ProgramFrequently asked questions about estate planning.
Do I need a trust, or is a will enough?+
It depends on what you own, how you own it, and what you want to happen. For many families, a will plus careful beneficiary designations is enough. For others — particularly those with real estate in multiple states, blended families, or a business — a trust avoids probate and gives you more control. We'll tell you straight which one fits.
How long does estate planning take?+
Most plans go from first meeting to signed documents in four to six weeks. Complex plans involving business interests or asset-protection trusts can take longer. We work to your timeline, not ours.
What does it cost?+
A basic individual estate plan starts around $1,500. A couple's plan with a revocable trust typically runs $3,500–$6,000. Complex plans with multiple trusts and tax planning are quoted individually. You always get a flat fee in writing before we begin.
Will my plan still work if I move out of state?+
Mostly. Wills and trusts drafted in NJ, NY, or PA generally remain valid if you move, but we recommend a review with local counsel. We're admitted in all three states and routinely advise families with property across the Tri-State area.
Let's figure out the next step together.
A 15-minute call is free. There's no obligation, and there's no sales pitch.
Schedule the call