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How Does Our Estate Planning Process Work?

Here are the three simple steps we use to help you through the estate planning process:

Step 1.  Click the button to select the Individual or Joint Questionnaire and fill out as much information as you can. At the end of the questionnaire, hit the submit button, and your information is sent to our firm. If you don’t know an answer to a question, you can skip the question or contact our firm during regular business hours, and an associate will be happy to assist you. If you decide to skip the questions, that is okay, and we can address any missing information in the next step.

Step 2. Our office will contact you in approximately one business day to go over the answers you submitted on the online questionnaire and filled out any missing information. We can do this via electronic communication through any electronic platform, including Zoom, Teams, and google meet. During this meeting, an attorney will also discuss the best way to tailor your estate plan to suit your needs and goals.

Step 3. After going over all your questions and completing a full explanation of your estate plan with our attorney, we enter the last phase. We schedule an appointment to sign your documents. This step can be done at one of our convenient office locations throughout New Jersey, New York, Pennsylvania, Florida, or online via electronic communication or even meeting you at your home.

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