For a consultation call (646) 946-8327

New York Probate and Wills Lawyer

Robert J. Adler

Attorney at Law

Leader in the field.

30 years experience.

Protecting yourself and your family is just a phone call away.

212-843-4059

Estate Planning Lawyer

Wills and Trusts, Estate Planning:

Steps, Costs and Typical Clients

Estate Planning Steps

Step 1 - Initial consultation  -- Our estate planning process begins with a free initial telephone consultation. The initial consultation provides an opportunity for us to get to know each other and determine the type and scope of planning that is best for you and your family.

 

Step 2 - Planning stage -- We will gather information, discuss options for organizing and managing your affairs, and design an estate plan that reflects your wishes and meets your objectives. The number of meetings depends on the complexity of your situation.

Step 3 - Drafting stage -- We will create the legal documents (wills, trusts, etc.) necessary to implement your plan.

Step 4 -- Document Review --  We will thoroughly review your draft documents with you and advise you of any additional steps that you need to take to assure your estate plan operates correctly, such as changing beneficiary designations on insurance or retirement benefits, and (where applicable) the funding of trusts. The number of meetings depends on the complexity of your situation.

Step 5 -- Document Execution -- We will meet to execute (sign) your documents and assure that all legal formalities are met.

What will it cost?

There is no charge for the initial consultation. In a majority of cases we work on a  fixed fee basis. In more complex situations, we may propose work on an hourly basis or a combination of fixed fees and hourly charges. 

Who are our typical clients?

We work with clients of all ages, married and single, with and without children, blended families, multi-generational families, business owners, professionals, corporate executives, and retirees. We look forward to working with you!

Clarity begins with a conversation. Call: 212-843-4059.

Robert J. Adler,

Attorney at Law

ADLER & ADLER,PLLC

Wills, Trusts, Estates & Private Client Services

30 years of

EXPERIENCE

Office: 212-843-4059

Estate Attorney, Wills and Trusts

Direct: 646-946-8327

1180 6th Avenue

8th Floor

New York, New York 10036

We also see clients in Westchester (White Plains)  

and Long Island (Garden City). 

Serving New York including (but not limited to): New York City including Manhattan (New York County); Brooklyn (Kings County); Bronx; Queens; Staten Island (Richmond County); Long Island (Nassau County and Suffolk County); Westchester County, Rockland County; Putnam County; Dutchess County; and Northern  New Jersey.

​​​​ © 2019 Adler & Adler, PLLC - Attorney Advertising.  The content on this site does not constitute legal advice. There is no attorney-client relationship created through the presentation of this website or your sending us any information about your activities or needs. The commencement of an attorney-client relationship requires  our mutual written agreement on terms of engagement.