First Steps

First Step

Call our office at (855) 914-1944 to schedule a Family Wealth Planning Session at the most convenient time for you, or schedule it online HERE.

We see clients Monday through Saturday, and even offer evening appointments. We welcome you to visit us at our offices at 311 W. 43rd Street in Manhattan, easily accessible by public transportation. Our goal is to make the process as simple and convenient as possible for you.

Before Your
Family Wealth Planning Session

About three days after scheduling your Family Wealth Planning Session, you will receive a Priority Mailer with your Family Wealth Inventory and Assessment Worksheet (also available below) and other important information that you will want to review prior to your meeting. We must have your worksheet returned to our office three days prior to your Family Wealth Planning Session, either by mail or email. If you need assistance completing your worksheet, feel free to schedule a call with us at (855) 914-1944 or by clicking HERE.

If you have existing estate planning documents, please make sure we have them in our office at least a week before we meet so we can review them in advance.

The Day of Your
Family Wealth Planning Session

Our initial meeting usually takes about two hours. This meeting serves two purposes:

  • To identify whether there is a good fit between you and the attorney who will become your “counselor for life”.
  • To educate you about the law and what would happen if you died with your current plan, or with no plan at all.

Assuming that you and your attorney decide there is a good fit between our firm and your family, AND that you can benefit from our services, you and your attorney can work together to design a plan for your family right away.

What Happens Next?

Once you and your attorney have completed the design of your plan, you will schedule a convenient time to sign your documents. This second meeting is called the Signing Session. We have a process of reviewing the documents with you that makes your plan easy to understand so you can feel certain it will accomplish your goals. Once your documents are signed, your assets and your family are protected as discussed during your design meeting.

We also verify that all your asset transfers are moving forward on schedule, and review your asset spreadsheet to ensure all of your questions are answered. Of course, if they are not, we are always available to speak to you at any time in the future. And, there’s no charge for that.

Legacy Planning

At our third and final meeting of this Planning stage of our relationship, we will assist you in passing on more than just your financial wealth in a Family Legacy Session. We will discuss issues such as who you are and what is most important to you, and other intangible, “spiritual” matters. We have developed a tool that helps you pass on your intangible wealth right along with your financial wealth. This meeting is in many ways the most valuable one of all.

We see this as only the beginning of our relationship. You may make changes to your planning documents at NO CHARGE for up to 90 days after signing your documents. In addition, we will send letters to all of the important people you have named as health care agents, trustees, and guardians, letting them know just what to do if something happens to you – namely, call us – – we are here for your family!

Plan Maintenance

After the Planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years, and keep you informed at least monthly about changes in the law and other issues that affect your family and your wealth. And, if you participate in one of our VIP Membership Programs, you will have the opportunity to review your plan on an annual basis, and you and your family will also be provided with a number of other valuable services.

Finally, we are always here for you. We do not charge for phone calls, faxes, or emails. We want to speak with you and serve as your lawyers for life. Contact us today to schedule your Family Wealth Planning Session.

Schedule Your Family Wealth Planning Session HERE.