What Happens Next
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Our intake team reviews your information
We'll look over what you've shared so the right person is prepared when we reach out — no repeating yourself on the call.
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We contact you to confirm details
Expect a call or email within 1 business day. We'll verify a few quick details and find a time that works for you.
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You meet with our Estate Planning Strategy Team to outline your plan
Your free strategy consultation is with a member of our planning team who can answer your questions and help you understand your options.
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We walk you through fees and next steps
Everything in plain English, upfront, and without pressure. You'll leave knowing exactly what's involved and what protecting your family will look like.
"You've already taken the most important step — deciding your family's future deserves a plan."
We look forward to speaking with you.
Manhattan, NY Hackensack, NJ NY & NJ Licensed
Need to speak with us today?
If your matter is time-sensitive, don't wait — call us directly and we'll do our best to assist you right away.
Attorney–Client Confidential
Everything you share is protected
Response Within 1 Business Day
Mon–Fri, 9 am – 6 pm
Free Strategy Call
No commitment, no pressure