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Schedule a 60-Minute Estate Planning Strategy Session

We offer a comprehensive one-hour consultation with attorney, Elise Mahover, designed to provide you with personalized estate planning strategy. What you will get:

Discuss Essential Estate Planning Documents:

Gain an in-depth understanding of your family dynamics, financial circumstances, and overall goals.

Discuss Essential Estate Planning Documents:

Explain the purpose and benefits of Wills, Trusts, Powers of Attorney, and Healthcare Directives, and determine which documents best suit your needs.

Asset Protection & Distribution Strategies:

Explore strategies for protecting your assets, minimizing estate taxes, and ensuring your wealth is distributed according to your wishes.

Guardianship & Beneficiary Designations:

Address concerns about minor children, including guardianship appointments, and review beneficiary designations to avoid conflicts or unintended consequences.

Special Circumstances:

Discuss any unique family situations such as second marriages, blended families, or beneficiaries with special needs.

Who Is This For?

✔️ Individuals and families looking to create or update an estate plan
✔️ Business owners seeking asset protection strategies
✔️ Parents who want to secure their children’s future
✔️ Blended families and families with unique dynamics who need customized planning
✔️ Single individuals who want to ensure their assets are distributed according to their wishes
✔️ Anyone who wants to ensure their wishes are carried out effectively

📍 Please note: We only provide services to clients in New York and New Jersey.

Next Steps & Legal Guidance:

We will outline a clear plan of action and provide recommendations on the best path forward to achieve your estate planning goals. 

After our conversation, you will receive a detailed email summary outlining personalized recommendations and next steps based on your situation, helping you move forward with confidence.

Cost

A $500.00 fee is required at the time of booking to secure your appointment. 

Retainer Information

 If you decide to retain our firm for your estate planning, you will receive a $500.00 credit towards your final estate planning bill. 

Cancellation Policy

We understand that life happens, but out of respect for our time and our other clients, we have a strict 24-hour cancellation policy:

  • If you cancel less than 24 hours before your appointment, no refunds will be issued.
  • If you cancel with more than 24 hours’ notice and reschedule, your full payment will be applied to your new appointment.
  • If you cancel with more than 24 hours’ notice and choose not to reschedule, you will be responsible for 50% of the total service fee.

We value your time and business and expect the same level of professionalism in return. Please schedule, reschedule, or cancel appointments with courtesy.

 

Take the first step toward protecting your future—book your estate planning strategy session today!

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