Click here to fill out our confidential estate planning worksheet online via a secure Typeform.
We will review your information once the completed Typeform form is received and will reach out to schedule a free consultation.
When filling out the estate planning worksheet, please be sure to tell us your most important concerns and desires and as much detailed family and financial information as possible so that we can best help you.
Not sure what you need or have additional questions on our process? Click here to book a 10-minute introductory call or Zoom with our office manager, Samantha.
We can also be reached via phone at 201-327-7000 or via email at admin@irinashea.com any time between 9 - 4 Monday through Friday.
You and our Estate Planning Attorney, Irina S. Shea, will spend one hour together either in-person or via Zoom/phone designing the optimal estate plan for you and your family, including retirement plan beneficiary designations, payable on death designations, estate or inheritance taxes, family concerns, trusts for children, etc.
At the end of this meeting you will receive a “blueprint” of your estate plan and a recommendation for which level of estate plan best suits you.
After you choose your plan level, we will have you sign an engagement letter and pay the estate planning fee. All of our plans are flat fee and pricing for different plan levels will be discussed with you during your estate planning consultation.
As soon as you have signed your engagement letter and submitted payment, we will start work on your estate plan documents. Once your estate plan drafts are ready (typically within 1-2 weeks), we will send them to you via PDF email attachments for your review with a link to a custom video recorded by Irina to walk you through your documents.
After reviewing your drafts and your custom review video, you can then email us any questions or changes that you have and we can schedule a 15-minute follow-up call if needed.
Otherwise, if you approve the drafts and have no questions or changes, you can book your signing meeting via a booking link that we will provide in your draft email.
At your signing meeting, we will walk you through the signing of your documents, provide the witnesses and Notary, scan copies of all documents for our records, and finalize your originals. They will then be given to you in a fireproof bag for you to take home with you that same day. We will also email scanned PDF copies of all signed documents to you for you to share with your key family members.
If you have questions in later years, we offer free checkup meetings to review your documents and make sure everything is still in good order.