We understand how important estate planning is and that clients are reluctant to talk about incapacity, death, divorce, money and family issues all in one sitting.
Our estate planning process is thoughtful, thorough, and simple. We will guide you (and your spouse) through important decisions and practical solutions in our very first meeting. At the end of your first meeting, we will recommend one of three flat fee options and have your estate plan ready in under 4 weeks for review and signing. You will leave your signing meeting with your original estate plan documents, digital copies of all signed documents, and an open door to call us anytime for a free 15-minute consult or checkup.
To get started on our estate planning process, click here
Ms. Shea was all that we wished for. I don't think we could find someone more professional, prepared and knowledgeable. We have already recommended her to numerous family members and friends. A+ all the way.
I am so happy to have worked with Irina Shea for my Estate Plannjng needs. Irina was thorough, understanding, and guided me through all the important points of my Estate Plan. Everything was smooth & easy thanks to Samantha and the staff who were always on top of everything.
Working with Irina Shea to create a new estate plan was a total refreshing experience from start to finish ! Her professional knowledge, friendly manner and dedication to achieving the individual goals of her clients is why it is my pleasure to give Irina Shea an overall 5 Star recommendation.