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Our Estate Planning Process

The First Steps

We understand that creating an estate plan is a lot of work, but our process is designed in a way to enable you to be confident every step of the way. We believe our firm provides the perfect combination of efficiency and warmth. While we will review every step of the process with you, it should never extend beyond eight weeks. Additionally, your family and assets could be completely protected within a month of our first meeting.

During the initial meeting, a Long Island estate planning attorney from the Law Offices of Steven M. Adler, PLLC will walk you through what your loved ones would need to do and explain how your assets and real estate property would be distributed after you pass. You will then be able to decide if there was anything you would like to change about your current plan or the state's plan for you. Our initial meeting is a great opportunity for you to decide if our firm is a good fit for you and your family.

Making the Right Choices for Your Situation

If we are a good fit, our legal team will assist you in selecting the planning level and fee that is right for you and your family. Our all-inclusive fees start at $1,500, and there are never any surprise costs. If you have more complex financial matters, we can help you during a second design meeting or schedule a Whole Family Wealth Audit Meeting to address the most difficult financial issues.

Once you feel comfortable with your estate plan, you will return to the firm roughly four to six weeks later to sign the prepared legal documents. After the documents are signed, your family and assets are protected. When the documents are complete, we schedule a legacy meeting with you to review everything we've created for you and your family.

Additionally, the legacy meeting is where we:

  • Ensure your assets are properly owned so your estate plan makes sense
  • Make sure your fiduciaries, your children's guardian and your future heirs know what to do if and when something happens

Why Hire Law Offices of Steven M. Adler, PLLC?

Although signing the documents would be the end of the process at many firms, it is just the beginning of ours. We create electronic files of your legal documents so that you can view them in the future to determine if you need to schedule a meeting with the Law Offices of Steven M. Adler, PLLC to update your estate plan. If you do not update your documents and estate plan, they may not work for your family in the future because the plans are so outdated. This can cause even further complications in probate.

To avoid this problem, a Long Island estate planning attorney from our firm reviews clients' plans at least every three years to make sure they are comprehensive and represent their current wishes, regardless of changes to their estate and family.

To learn more about our comprehensive planning process, contact our firm today!