we simplify estate planning for your peace of mind
Our streamlined, hassle-free process makes creating your will or living trust simple and quick. Gain the peace of mind you deserve, knowing your affairs are in order for the future. Don't put it off any longer!
REFRESHINGLY SIMPLE ESTATE PLANNING
Welcome to a modern, tech-driven law firm that transforms the traditional, cumbersome process into a streamlined and secure experience. We leverage cutting-edge technologies like Zoom, DocuSign, and LawPay, and offer unique flat-fee pricing to make your planning experience effortless.
Attorney Jason Fricano personally guides you through every step, ensuring you never feel lost or alone. Your draft documents come with a comprehensive written summary and a personalized explanation video, and your final documents can be signed at your convenience, either from home or in our office.
Our innovative 3-step LegacyLadder™ process ensures peace of mind quickly and seamlessly, perfect for clients who value their time in today’s fast-paced world.
Our 3-STEP LegacyLadder™ Process Gets You a Custom Estate Plan in Less Than One Month
Step 1:
Peace of Mind Planning Session
Part education, part planning, this meeting will assist you in understanding your general estate planning needs and available strategies, helping you select the best one tailored for you.
YEAR-END SPECIAL: The $450 fee for our Peace of Mind Planning Session is WAIVED if you book by December 31, 2024!
STEP 2:
Estate Planning Design
In the Design Meeting, we dig into the details and specific features of your plan. In this one-hour working meeting, attorney Jason Fricano guides you to make important selections regarding how and to whom your legacy will be distributed. The Design Process concludes with your detailed review and approval of documents, ensuring your understanding.
Step 3:
signing Ceremony
The signing ceremony is a moment to celebrate. And with all the hard work behind us, this final step is straightforward. You can come to our office, or we can come to you, allowing you to sign from the comfort of your home. Step 3 is both a celebration and a legal formality.
Comprehensive Estate Planning
- Comprehensive Estate Plans
- Revocable Living Trusts
- Powers of Attorney
- Advance Health Care Directives
- Last Wills and Testaments
- Special Needs Trusts
- Estate Tax Planning
- Business Succession Planning
- Asset Protection Entities
- Non-Citizen Estate Planning
What Our Client Say
"Everything was handled remotely on Zoom, and the technology was seamless, making the entire process a breeze. I started an estate plan with another attorney years ago, but the forms got lost in the busy shuffle of life, and I was never able to find a meeting time. Jason's forms and questions are integrated and done online, with email and text reminders for deadlines and meetings. Organized, efficient, and friendly. I finished the entire thing in just 3 weeks!"
Schedule your FREE Peace of Mind Planning Session
1.
I will answer all of your questions and listen as you share your goals, concerns, and objectives
2.
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
3.
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
4.
Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
5.
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