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Waves

Book A Peace of Mind Planning Sesssion

Schedule your Peace of Mind Planning Session
Today!

 

During our hour Zoom session, I will guarantee the following:

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  •  I will answer all of your questions about Estate Planning

  •  I'll listen to you goals, concerns, and objectives 

  •  I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for you and your family

  • I’ll take you through our process and unique flat fee pricing

  • If we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!

  • You’ll leave our session clearer than ever before about what you really need (and don’t need!) to protect your family and assets

Refreshingly Simple!

  • Get started virtually on.

  • No lengthy intake forms.

  • The first draft of your documents contains a easy to read summary and personalized explanation video.

  • Final documents are signed and notarized at your home or in our Manhattan office.

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