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Our Process

Get Started with Your Estate Plan Here!

  • Step 1 - Estate Planning Worksheet

    Click here to get our simple and confidential Estate Planning Worksheet to get started. 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.

    Return the Estate Planning Worksheet to us by email at and our Client Service Coordinator, Samantha Evans, will send you a booking link to schedule your complimentary Estate Plan Design Meeting.

    Not sure what you need? Call Samantha at 201-327-7000 or send her an email at to get started instead.

  • Step 2 - Estate Plan Design Meeting

    You and our Estate Planning Attorney, Irina S. Shea, will spend 90 minutes together via Zoom 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 send you an engagement letter and credit card payment link. All of our plans are flat fee and pricing for different plan levels will be discussed with you and our attorney in our Estate Planning Design Meeting.

    As soon as we receive your signed engagement letter and payment, we will start work on your estate plan documents. Once your estate plan drafts are ready (typically within a week or two), we will then send them to you via Drop Box with a booking link to schedule a review call to walk you through the documents and answer any questions you may have.

  • Step 3 - Estate Plan Signing Meeting

    We will send you a booking link to schedule your Estate Plan Signing Meeting after your review call. The meeting will be held at our Ramsey, NJ office. We are currently offering outdoor parking lot/car signings for any clients who do not feel comfortable with an indoor meeting at this time.

    At your signing meeting, we will walk you through the signing of your documents, provide the witnesses and Notary, finalize your originals in a binder or folder for you to take with you that same day, and scan copies for you on flash drives or send them to you via email to share with your key family members.

    If you have questions in later years, just schedule a free 15-minute review call with us.