A simple, clear process from start to finish so you know exactly what to expect.
Estate planning does not need to be complicated or confusing. My goal is to make the process straightforward, efficient, and comfortable — so you understand your options and feel confident in your decisions.
Most clients move through the process in a series of simple steps.
The first step is completing a short online questionnaire so I can understand your goals, family situation, and the type of planning you may need.
This helps make our consultation more productive and focused on your priorities.
After you submit the questionnaire, I will review your information and contact you to schedule a consultation.
We will meet to discuss your situation, goals, and available options. Consultations can take place:
• In person
• By phone
• By secure video meeting
During this meeting, I will explain recommended planning options, answer your questions, and provide clear flat-fee pricing before any work begins.
There is no obligation to move forward after the consultation.
If you decide to proceed, you will receive an engagement agreement outlining the scope of services and the agreed flat fee.
Estate planning services are provided on a flat-fee basis, meaning you know the total cost in advance with no hourly billing surprises.
You can pay the fee in full before drafting begins, or spread it over monthly payments starting as low as $50 per month. Details are in Flat fees, payment plans, and costs below.
Once the engagement is confirmed, I will prepare your documents based on the decisions we discussed.
Most estate plans are completed within approximately 2–4 weeks after the consultation, depending on complexity and responsiveness during the review process.
My focus is accuracy, clarity, and making sure your documents reflect your goals.
You will receive draft documents to review before signing.
If changes or adjustments are needed, we will revise the documents until everything reflects your wishes correctly.
The goal is for you to fully understand and feel comfortable with your plan before finalizing it.
When documents are finalized, we will schedule a signing appointment.
Most estate planning documents are signed in person to ensure proper execution under New York law and to avoid future complications. If you prefer, documents can also be delivered by mail or electronically with clear signing instructions.
I guide you through the signing process so everything is completed correctly, regardless of the delivery method.
After signing, you will receive:
• Your original signed documents
• A professionally organized binder
• Digital copies for your records
You will also receive guidance on storing documents and next steps, such as funding a trust if applicable.
Most services are offered using flat fees rather than hourly billing. This provides clarity and predictability so you know the cost before moving forward.
Payment plans are available for my attorney fee, starting as low as $50 per month. Cost is the most common reason people put off an estate plan, and I would rather set up a monthly payment than have you leave your family without one.
Third-party costs are separate and are due up front. These are amounts paid to someone other than me — state filing fees, county recording fees, and newspaper publication charges for an LLC. They cannot go on a payment plan, because they have to be paid at the time of filing and they are not mine to finance.
For estate planning, those outside costs are usually minimal or none: New York charges no filing fee for a will, power of attorney, or health care proxy. If your plan involves deeding real property into a trust, the county clerk charges a recording fee, and I will quote it before we proceed. LLC formation is the opposite — New York's publication requirement alone runs several hundred dollars, and the full breakdown is on the LLC formation page.
If your situation requires something outside standard planning, that will be discussed clearly in advance.
You are encouraged to ask questions at any point in the process. Estate planning involves important decisions, and understanding your options is essential.
Start the Intake FormYes. My attorney fee can be paid over time on a monthly payment plan, starting as low as $50 per month. We agree on the amount and schedule in writing before any work begins, so there are no surprises.
Tell me during the consultation. Cost is the most common reason people put off estate planning for years, and a monthly payment plan starting as low as $50 per month is usually enough to solve it. It is a better outcome for your family than waiting until the money is there.
Yes. Wills, trusts, powers of attorney, and health care proxies are all quoted as flat fees, and that fee can be spread over monthly payments. New York charges no filing fee for these documents, so for most estate plans the attorney fee is the entire cost.
No. Payment plans apply to my attorney fee only. Costs paid to someone else — state filing fees, county recording fees, and newspaper publication charges for an LLC — are due up front, because they have to be paid at the time of filing. For estate planning these are usually minimal or none. For an LLC they are significant, and the full breakdown is on the LLC formation page.
No. Estate planning and LLC formation are quoted as flat fees, agreed in writing before any work begins, so you know the total in advance rather than watching a meter run.