START YOUR ESTATE PLAN TODAY! BOOK PEACE OF MIND PLANNING SESSION
START YOUR ESTATE PLAN TODAY! BOOK PEACE OF MIND PLANNING SESSION
We Make Estate Planning
Simple And
Convenient
Do you want to create a will or living trust, but haven’t gotten around to it?
Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.
🔒 We will not spam, sell, or rent your information.
Vincent Campasano, Esq.
Serving the Long Island community for over 35 years with a focus on estate planning and real estate transactions.
We Make Estate Planning
Simple And Convenient
Do you want to create a will or living trust, but haven’t gotten around to it?
Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.
🔒 We will not spam, sell, or rent your information.
Vincent Campasano, Esq.
Serving the Long Island community for over 35 years with a focus on estate planning and real estate transactions.
Surprisingly Uncomplicated
• Getting started is all handled online via DocuSign and online payment.
• We personally guide you though information gathering. No lengthy intake forms.
•The first draft contains a easy to read summary and personalized explanation video.
• Final documents are signed and notarized at your home or in one of our Long Island offices.
🔒 We will not spam, sell, or rent your information.
Surprisingly Uncomplicated
• Getting started is all handled online via DocuSign and online payment.
• We personally guide you though information gathering. No lengthy intake forms.
•The first draft contains a easy to read summary and personalized explanation video.
• Final documents are signed and notarized at your home or in one of our Long Island offices.
🔒 We will not spam, sell, or rent your information.
Comprehensive Estate Planning.
Comprehensive Estate Plans
Revocable Living Trusts
Powers of Attorney
Advance Health Care Directives
Last Wills and Testaments
Special Needs Trusts
Irrevocable Special-Use Trusts
Business Succession Planning
Asset Protection Entities
Non-Citizen Estate Planning
🔒 We will not spam, sell, or rent your information.
Schedule your FREE Peace of Mind Planning Session
During our 60-minute Zoom, I will commit the following to you:
I will answer all of your questions and listen as you share your goals, concerns, and objectives
I’ll map out your options, including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets
🔒 We will not spam, sell, or rent your information.
Comprehensive Estate Planning.
Comprehensive Estate Plans
Revocable Living Trusts
Powers of Attorney
Advance Health Care Directives
Last Wills and Testaments
Special Needs Trusts
Irrevocable Special-Use Trusts
Business Succession Planning
Asset Protection Entities
Non-Citizen Estate Planning
🔒 We will not spam, sell, or rent your information.
Schedule your FREE Peace
of Mind Planning Session
During our 60-minute Zoom, I will commit the following to you:
I will answer all of your questions and listen as you share your goals, concerns, and objectives
I’ll map out your options, including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets
🔒 We will not spam, sell, or rent your information.
Check out a few MORE testimonials
from our happy clients.
Vincent Campasano is an exceptional attorney who is professional, responsive and knowledgeable. His kindness and concern set him apart from other law firms as he makes you feel like family. Vincent and his team have gone above and beyond. I highly recommend Campasano Law.
Antoinette A.
Campasano Law has guided me through numerous real estate transactions. They make the process extremely smooth and understandable. They have always made sure my best interest was put first. Additionally my concerns and questions are always answered in a timely manner. I highly advise working with this great firm.
Zach K.
We were very pleased to use Vince for our home closing. He made it easy and painless. He is very knowledgeable and patient in explaining all nuances of the process. Thank you Vince!
Donna M.
I had the pleasure of working with Vincent Campasano & his office for my legal needs, and I couldn't be happier with their services. From the moment I walked through their doors, I was greeted with professionalism, expertise, and a friendly demeanor. Thank you to the entire team.
Michael H.
🔒 We will not spam, sell, or rent your information.
Frequently Asked Questions
How can I learn more about Vince Campasano?
Vincent Campasano, Esq. has been practicing law on Long Island for over 35 years, having participated in thousands of real estate transactions on behalf of buyers, sellers, and lenders.
Vince also specializes in trust and estate planning with a focus on ensuring that his clients' wishes, financial and otherwise, are properly documented and executed so that all parties can enjoy sound peace of mind that their plans for their families' futures are in place. He understands how complicated the estate planning process can be and guides her clients to ensure that their loved ones are taken care of, and their final wishes are carried out.
What is the general process?
We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:
* The first step is to attend your Peace of Mind Planning Session. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll email you an engagement letter and invoice, both of which can be executed online.
* Next is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your Family Profile. After this session, I’ll draft your documents, and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person Signing Ceremony.
*Your Signing Ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your estate plan.
What can I expect from my Peace of Mind Planning Session?
An attorney who listens without interrupting and makes sure you fully understand your options before making any decisions! I wouldn’t be doing my job as an attorney otherwise. It’s very important to me that you feel heard and have your questions answered. We’ll also review our process, flat fees, and overall client experience so you know exactly what you are getting and what the investment will be.
What are the initial steps to get started?
When you are ready to move forward, whether at your Peace of Mind Planning Session, or later, let me know. We’ll send you an engagement letter via DocuSign and an invoice via our secure online payment provider, LawPay. Once these housekeeping items are taken care of, you’ll schedule your Estate Plan Design Meeting.
What kind of information do you need from me?
Let me start by saying what we do NOT need! We do NOT need account statements, social security numbers, or tax returns. We DO need information on what kind of assets you own (house, retirement account, life insurance, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we simply need answers to questions about your personal estate planning preferences, including:
* Who you would want raising your minor children if something happened to you and your spouse or partner
* Who you want to be in charge of your children’s money until they are old enough to mange it themselves
* Who you want making medical and financial decisions for you in the event of your incapacity
Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.
What is estate planning?
Estate planning is simply the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is simply a bundle of all the documents needed to accomplish these objectives.
If you don’t currently have a will or trust, you may think you don’t have an estate plan….but you do. It’s just that the state of NY has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own wishes in place.
How much does estate planning cost?
It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. We discuss our fees and process at length in the Peace of Mind Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Peace of Mind Planning Session.
We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as transparent and fair as possible. For that reason, we offer flat fees as opposed to billing by the hour, so you know exactly what your investment will be. We also offer a 100% satisfaction guarantee. If you are not happy with our services, we will make it right, or refund your money.
Finally, we will only recommend planning with us if the amount you would save by doing an estate plan is greater than our fee.
How long does the process take?
Our process is designed to have your estate planning documents signed within 6-8 weeks of your Peace of Mind Planning Session. It depends in part on your schedule and how long it takes for you to review your draft documents.
Can I sign my documents with DocuSign?
No. Wills, trusts, and other estate planning documents need to be signed with very specific formalities or they will not be considered legally valid. That means signing in person, in front of 2 witnesses and a notary (which we provide). The witnesses are there to confirm you are lucid and not under duress, and the notary is there to confirm you are who you say you are. Any changes you make to your documents in the future will need to be executed with the same legal formalities.
What kind of clients do you accept?
We take on a limited clientele each month so we can offer a high level of service to each family. We work with people who value our advice and are seeking a long-term working relationship. If you are looking for the cheapest attorney you can find, do not want to devote time to learning about and understanding your options, or do not feel comfortable completing the Family Profile before our session, we are not the right law firm for you, and would be happy to refer you to a lawyer who may be a better fit.
Why do I need a living trust?
You have two options with your estate planning: a will-based plan, or a living trust-based plan. The vast majority of my clients choose a living trust. A living trust is a document where you appoint a chosen individual to manage your assets should you become incapacitated and distribute them to your family at your death. It is almost always preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid.
It comes as a surprise to many of my clients that wills do not avoid probate court…they guarantee it!
I go over the difference between a will and a living trust in depth during the Peace of Mind Planning Session. The most common question I get at the end of this session is, “Why would anybody ever do a will?!” Ultimately, however, the decision is yours.
What is probate?
Probate is the court-supervised process of administering your estate upon your death. If you die without a will, your estate must go through probate before all your money can be distributed to your heirs. And if you die WITH a will…your estate still has to go through probate! The only way to avoid probate is with a revocable living trust.
What’s so bad about probate? Even a simple probate can take years to complete and eats up as much as 5-7% of the estate assets in the meantime. It’s also a public proceeding that makes your will available to anybody who wants to look at it.
Although a will is subject to the probate process, a living trust is designed to bypass it completely.
Is a simple Will enough?
Unfortunately, even a simple will is still subject to the expense and delays of probate. It’s not the complexity of the document itself that cause the time and expense, it’s the probate process itself. For this reason, most of my clients choose to create a living trust instead of a will, which is designed for simplicity and to avoid the probate process completely.
However, as part of an overall, comprehensive estate plan, a special “pour-over” will is used to appoint guardians for any minor children alive at your death.
Isn’t estate planning just for the wealthy?
No. This is the biggest myth out there. Estate planning is in no way related to how much money you have, whether you are a married, or whether or not you are a parent.
Estate planning in putting legal documents in place that ensure your assets will go to the people you want, the way you want, when you are gone. It’s about making this as easy as possible on your loved ones during an otherwise difficult time. And we all care about that, no matter how much (or little) money we have.
It’s also about appointing people to manage your property and make health care decisions for you if you are incapacitated, something that matters to all of us regardless of wealth status.
What is a power of attorney?
A power of attorney lets you appoint someone to manage your property in the event of your incapacity. You will name someone you trust implicitly as your “agent”.
They will step into your shoes and pay your bills, file your taxes, manage your business, etc. if you cannot.We include a power of attorney for both spouses in every estate plan we create.
What is a health care proxy?
A health care proxy allows you to appoint someone you trust to manage your medical decisions should you be unable to do so. A living will (not to be confused with a living trust or last will and testament) allows you to make certain medical decisions regarding end-of-life decisions, ahead of time.
We include a health care proxy and living will for both spouses in every estate plan we create.
Can we have a quick call before booking the Peace of Mind Planning Session?
Yes! I am happy to have a quick, complimentary call before your schedule your Peace of Mind Planning Session. We do not discuss fees outside the Peace of Mind Planning Session, but I am happy to answer any basic questions you may have.
What if I need to update my estate planning documents?
No problem! A living trust can be changed or revoked entirely as long as the creator is alive and has mental capacity to do so. Any guardians for minor children can also be changed through an amendment (called a “codicil”) to your pour-over will.
All other estate planning documents (power of attorney, health care proxy, etc.) are typically recreated as it is more cost-effective.
The main point is that your documents can (and probably will be) updated as your life, your assets, and the law all change.
I’m not married – do I need an estate plan?
Yes! In some ways, you need estate planning MORE than married folks. Many non-married individuals want to leave their money to charities and friends, not their closest living relative. Unfortunately, if you die without getting this in writing, your estate could end up in the hands of that distant cousin you’ve met twice. And it’s important for everyone to have a Health Care Proxy and Financial Power of Attorney.
How can I make sure my kids don’t get a big check on their 18th birthday?
Great question! I have yet to meet a parent who actually wants their kids to inherit a big lump sum on their 18th birthday (which is the age you are legally entitled to inherit). Yet that is exactly what will happen if you don’t get an estate plan saying otherwise. The good news is that with a trust, you can choose a later age for your kids to inherit – say 25, or 30. You have lots of options. We’ll discuss them at your Peace of Mind Planning Session.
How do I nominate legal guardians for my children?
You nominate legal guardians in a Will, or a Pour-Over Will that goes along with your Revocable Living Trust. If you pass away without nominating guardians, a judge will make the decision for you. You also run the risk that family members will fight over who gets custody because you didn’t make your preference clear.
Our firm goes the extra mile and helps you nominate short-term guardians to care for your children in the interim while the long-term guardians are appointed. And did you know you can “confidentially exclude” people you would never want raising your children no matter what? We can help with that!
Can’t I just do my will on Legal Zoom?
You can, but keep in mind that Legal Zoom and law firms are two different things. They provide two different services. This is why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. They are not a law firm and do not give legal advice. An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. They will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are important to you, you should work with an attorney. If they are not, Legal Zoom may be a better option.
Do you work with families in all 50 states?
Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. Our attorneys are licensed in New York and thus can prepare estate planning documents for New York residents. If you live in another state, drop us a line and we will be happy to refer you to an attorney licensed in your state.
If you are a business owner, however, we can work with you regardless of where you live. We help businesses in all 50 states, and worldwide, with LLC formation, contracts, trademarks, website legal notices, and much more.
Start Your Planning Today!
Protect your family and assets from the comfort of your own home.
🔒 We will not spam, sell, or rent your information.
Proudly surpassing clients' expectations for over 35 years
Check out a few MORE testimonials from our happy clients.
Vincent Campasano is an exceptional attorney who is professional, responsive and knowledgeable. His kindness and concern set him apart from other law firms as he makes you feel like family. Vincent and his team have gone above and beyond. I highly recommend Campasano Law.
Antoinette A.
Campasano Law has guided me through numerous real estate transactions. They make the process extremely smooth and understandable. They have always made sure my best interest was put first. Additionally my concerns and questions are always answered in a timely manner. I highly advise working with this great firm.
Zach K.
We were very pleased to use Vince for our home closing. He made it easy and painless. He is very knowledgeable and patient in explaining all nuances of the process. Thank you Vince!
Donna M.
I had the pleasure of working with Vincent Campasano & his office for my legal needs, and I couldn't be happier with their services. From the moment I walked through their doors, I was greeted with professionalism, expertise, and a friendly demeanor. Thank you to the entire team.
Michael H.
🔒 We will not spam, sell, or rent your information.
Frequently Asked Questions
How can I learn more about Vince Campasano?
Vincent Campasano, Esq. has been practicing law on Long Island for over 35 years, having participated in thousands of real estate transactions on behalf of buyers, sellers, and lenders.
Vince also specializes in trust and estate planning with a focus on ensuring that his clients' wishes, financial and otherwise, are properly documented and executed so that all parties can enjoy sound peace of mind that their plans for their families' futures are in place. He understands how complicated the estate planning process can be and guides her clients to ensure that their loved ones are taken care of, and their final wishes are carried out.
What is the general process?
We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:
* The first step is to attend your Peace of Mind Planning Session. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll email you an engagement letter and invoice, both of which can be executed online.
* Next is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your Family Profile. After this session, I’ll draft your documents, and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person Signing Ceremony.
*Your Signing Ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your estate plan.
What can I expect from my Peace of Mind Planning Session?
An attorney who listens without interrupting and makes sure you fully understand your options before making any decisions! I wouldn’t be doing my job as an attorney otherwise. It’s very important to me that you feel heard and have your questions answered. We’ll also review our process, flat fees, and overall client experience so you know exactly what you are getting and what the investment will be.
What are the initial steps to get started?
When you are ready to move forward, whether at your Peace of Mind Planning Session, or later, let me know. We’ll send you an engagement letter via DocuSign and an invoice via our secure online payment provider, LawPay. Once these housekeeping items are taken care of, you’ll schedule your Estate Plan Design Meeting.
What kind of information do you need from me?
Let me start by saying what we do NOT need! We do NOT need account statements, social security numbers, or tax returns. We DO need information on what kind of assets you own (house, retirement account, life insurance, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we simply need answers to questions about your personal estate planning preferences, including:
* Who you would want raising your minor children if something happened to you and your spouse or partner
* Who you want to be in charge of your children’s money until they are old enough to mange it themselves
* Who you want making medical and financial decisions for you in the event of your incapacity
Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.
What is estate planning?
Estate planning is simply the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is simply a bundle of all the documents needed to accomplish these objectives.
If you don’t currently have a will or trust, you may think you don’t have an estate plan….but you do. It’s just that the state of NY has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own wishes in place.
How much does estate planning cost?
It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. We discuss our fees and process at length in the Peace of Mind Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Peace of Mind Planning Session.
We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as transparent and fair as possible. For that reason, we offer flat fees as opposed to billing by the hour, so you know exactly what your investment will be. We also offer a 100% satisfaction guarantee. If you are not happy with our services, we will make it right, or refund your money.
Finally, we will only recommend planning with us if the amount you would save by doing an estate plan is greater than our fee.
How long does the process take?
Our process is designed to have your estate planning documents signed within 6-8 weeks of your Peace of Mind Planning Session. It depends in part on your schedule and how long it takes for you to review your draft documents.
Can I sign my documents with DocuSign?
No. Wills, trusts, and other estate planning documents need to be signed with very specific formalities or they will not be considered legally valid. That means signing in person, in front of 2 witnesses and a notary (which we provide). The witnesses are there to confirm you are lucid and not under duress, and the notary is there to confirm you are who you say you are. Any changes you make to your documents in the future will need to be executed with the same legal formalities.
What kind of clients do you accept?
We take on a limited clientele each month so we can offer a high level of service to each family. We work with people who value our advice and are seeking a long-term working relationship. If you are looking for the cheapest attorney you can find, do not want to devote time to learning about and understanding your options, or do not feel comfortable completing the Family Profile before our session, we are not the right law firm for you, and would be happy to refer you to a lawyer who may be a better fit.
Why do I need a living trust?
You have two options with your estate planning: a will-based plan, or a living trust-based plan. The vast majority of my clients choose a living trust. A living trust is a document where you appoint a chosen individual to manage your assets should you become incapacitated and distribute them to your family at your death. It is almost always preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid.
It comes as a surprise to many of my clients that wills do not avoid probate court…they guarantee it!
I go over the difference between a will and a living trust in depth during the Peace of Mind Planning Session. The most common question I get at the end of this session is, “Why would anybody ever do a will?!” Ultimately, however, the decision is yours.
What is probate?
Probate is the court-supervised process of administering your estate upon your death. If you die without a will, your estate must go through probate before all your money can be distributed to your heirs. And if you die WITH a will…your estate still has to go through probate! The only way to avoid probate is with a revocable living trust.
What’s so bad about probate? Even a simple probate can take years to complete and eats up as much as 5-7% of the estate assets in the meantime. It’s also a public proceeding that makes your will available to anybody who wants to look at it.
Although a will is subject to the probate process, a living trust is designed to bypass it completely.
Is a simple Will enough?
Unfortunately, even a simple will is still subject to the expense and delays of probate. It’s not the complexity of the document itself that cause the time and expense, it’s the probate process itself. For this reason, most of my clients choose to create a living trust instead of a will, which is designed for simplicity and to avoid the probate process completely.
However, as part of an overall, comprehensive estate plan, a special “pour-over” will is used to appoint guardians for any minor children alive at your death.
Isn’t estate planning just for the wealthy?
No. This is the biggest myth out there. Estate planning is in no way related to how much money you have, whether you are a married, or whether or not you are a parent.
Estate planning in putting legal documents in place that ensure your assets will go to the people you want, the way you want, when you are gone. It’s about making this as easy as possible on your loved ones during an otherwise difficult time. And we all care about that, no matter how much (or little) money we have.
It’s also about appointing people to manage your property and make health care decisions for you if you are incapacitated, something that matters to all of us regardless of wealth status.
What is a power of attorney?
A power of attorney lets you appoint someone to manage your property in the event of your incapacity. You will name someone you trust implicitly as your “agent”.
They will step into your shoes and pay your bills, file your taxes, manage your business, etc. if you cannot.We include a power of attorney for both spouses in every estate plan we create.
What is a health care proxy?
A health care proxy allows you to appoint someone you trust to manage your medical decisions should you be unable to do so. A living will (not to be confused with a living trust or last will and testament) allows you to make certain medical decisions regarding end-of-life decisions, ahead of time.
We include a health care proxy and living will for both spouses in every estate plan we create.
Can we have a quick call before booking the Peace of Mind Planning Session?
Yes! I am happy to have a quick, complimentary call before your schedule your Peace of Mind Planning Session. We do not discuss fees outside the Peace of Mind Planning Session, but I am happy to answer any basic questions you may have.
What if I need to update my estate planning documents?
No problem! A living trust can be changed or revoked entirely as long as the creator is alive and has mental capacity to do so. Any guardians for minor children can also be changed through an amendment (called a “codicil”) to your pour-over will.
All other estate planning documents (power of attorney, health care proxy, etc.) are typically recreated as it is more cost-effective.
The main point is that your documents can (and probably will be) updated as your life, your assets, and the law all change.
I’m not married – do I need an estate plan?
Yes! In some ways, you need estate planning MORE than married folks. Many non-married individuals want to leave their money to charities and friends, not their closest living relative. Unfortunately, if you die without getting this in writing, your estate could end up in the hands of that distant cousin you’ve met twice. And it’s important for everyone to have a Health Care Proxy and Financial Power of Attorney.
How can I make sure my kids don’t get a big check on their 18th birthday?
Great question! I have yet to meet a parent who actually wants their kids to inherit a big lump sum on their 18th birthday (which is the age you are legally entitled to inherit). Yet that is exactly what will happen if you don’t get an estate plan saying otherwise. The good news is that with a trust, you can choose a later age for your kids to inherit – say 25, or 30. You have lots of options. We’ll discuss them at your Peace of Mind Planning Session.
How do I nominate legal guardians for my children?
You nominate legal guardians in a Will, or a Pour-Over Will that goes along with your Revocable Living Trust. If you pass away without nominating guardians, a judge will make the decision for you. You also run the risk that family members will fight over who gets custody because you didn’t make your preference clear.
Our firm goes the extra mile and helps you nominate short-term guardians to care for your children in the interim while the long-term guardians are appointed. And did you know you can “confidentially exclude” people you would never want raising your children no matter what? We can help with that!
Can’t I just do my will on Legal Zoom?
You can, but keep in mind that Legal Zoom and law firms are two different things. They provide two different services. This is why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. They are not a law firm and do not give legal advice. An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. They will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are important to you, you should work with an attorney. If they are not, Legal Zoom may be a better option.
Do you work with families in all 50 states?
Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. Our attorneys are licensed in New York and thus can prepare estate planning documents for New York residents. If you live in another state, drop us a line and we will be happy to refer you to an attorney licensed in your state.
If you are a business owner, however, we can work with you regardless of where you live. We help businesses in all 50 states, and worldwide, with LLC formation, contracts, trademarks, website legal notices, and much more.
Start Your Planning Today!
Protect your family and assets from the comfort of your own home.
🔒 We will not spam, sell, or rent your information.
