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Our Process

Get Started with Your Estate Plan Here!

  • Step 1 - Estate Planning Worksheet

    Click here to fill out our confidential Estate Planning Worksheet online via a secure Typeform.

    If you prefer to fill out a PDF version of the worksheet, please click here.

    If you choose to fill the worksheet out via Typeform, we will review your information once the form has been submitted and will reach out to you to schedule a consultation. If you fill out the PDF version of the Estate Planning Worksheet instead, please send the completed form to us by email at or via fax at (201) 327-6651 and our Client Service Coordinator, Samantha Evans, will send you a booking link to schedule your complimentary Estate Plan Design Meeting.

    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? 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 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 and our attorney in our Estate Planning Design Meeting.

    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 a week or two), we will then send them to you via Drop Box with a booking link to schedule a review Zoom or phone 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 Zoom/call. The meeting will be held at our Ramsey, NJ office.

    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 in a folder for you to take with you that same day. We will also DropBox 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.