Contact

The fastest way to get started is to complete the secure intake form.

Serving Western New York — including Grand Island, Buffalo, Amherst, Tonawanda, Niagara Falls, and surrounding areas.

Start with the Intake Form

Complete the intake form and I’ll follow up to schedule a free consultation by phone, video via Microsoft Teams, or in-person.

Start the Intake Form

Secure form.

Office Location

The office is located in Grand Island, New York. Meetings are scheduled by appointment only after the intake form is completed so that consultations can be focused and efficient.

Most consultations are handled remotely by phone or video conference, with in-person meetings available at client's request.

Frequently asked questions

Quick answers to common questions before you get started.

How do I get started?

Start with the intake form. Once I review it, I will follow up to schedule your free consultation and confirm next steps.

Do you offer free consultations?

Yes. Initial consultations are free and focused on your goals, timeline, and what type of plan fits your situation.

How does pricing work?

I use flat-fee pricing for estate planning services, so you know the cost up front. After I review your intake, I will recommend the right scope and provide clear pricing before you decide to move forward.

When do I pay?

Payment is 100% up front before drafting begins. That keeps the process efficient and ensures your plan can move forward without billing delays.

Do I have to come in person?

Not for the initial consultation. I can meet by phone or Microsoft Teams, and in-person meetings are available when needed. Final signing is handled in person by default.

How long does the process usually take?

Most straightforward plans are completed within a few weeks after consultation and payment. Timing depends on complexity and how quickly I receive needed information and decisions from you.

Do I need a trust or just a will?

It depends on your family, assets, and goals. Many New York families start with a will, power of attorney, and healthcare proxy, while trusts are useful in situations that call for more structure or probate-focused planning.

What if I already have documents?

That is common. I can review existing documents, identify what still works, and recommend targeted updates for New York planning needs. When your plan is finalized, you receive organized physical documents in a binder.