Schedule your FREE Peace of Mind Planning Session
During our 60-minute Zoom, I will commit the following to you:
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1. I will answer all of your questions and listen as you share your goals, concerns, and objectives
2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets
Refreshingly Uncomplicated
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Getting started is all handled online via DocuSign and online payment.
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We personally guide you though information gathering. No lengthy intake forms.
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The first draft contains a easy to read summary and personalized explanation video.
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Final documents are signed and notarized at your home or in our Manhattan office.