New York Estate Planning – Getting Started

Writing a Will and Related Documents

There are essentially three steps to this process: (1) information gathering and decision making, (2) draft documents, and (3) review and signing. We aim to make the process as smooth for you as possible.

Here’s how to get started:

1. Schedule an initial consultation online. We’ll meet for an hour or so to get to know each other and talk through your situation and your wishes. We will talk through any unique or complex circumstances you may have. There’s no charge for the meeting; by the end of it, we will settle on a flat fee for the project. Take a look at our Billing page for more information.

2. Download the initial intake questionnaire. This is designed to be simple — it should only take you 10-15 minutes to fill it all out. Please answer the questionnaire as fully as possible before the meeting, and, if you can, email it back in advance. They help us to cover all the bases in our information gathering.

We don’t need exact information such as account numbers or dollar figures, but please do indicate the ownership of any property in a joint, corporate or trust structure, as these are important legal details. If any questions are difficult to answer, don’t worry about it — we’ll discuss it in our meeting.

LEGAL NOTICES: (1) The contents of this website constitute Attorney Advertising. (2) Results in any case cannot be foreseen or guaranteed. Results in any one matter are no guarantee of results in any other matter. (3) The contents of this website are presented for informational purposes only and do not constitute legal advice. (4) No attorney-client relationship shall exist between this firm and any party except by express agreement. (5) Clients of the firm are advised of the terms of engagement that govern the attorney-client relationship, set forth in the Client Guide section of this site (which are superseded by any differing terms in the client’s written engagement letter for any particular matter).