The first meeting costs nothing, and you don't have to hire us after it.
This is a demonstration website; nothing here is investment advice.
37-32 61st Street, Woodside, NY 11377
With your CPA, agent and attorney
A list of what you own and how each part would pass, and the questions for the attorney who drafts the documents.
AI-generated illustration. Not a real home or business.
A plan lists what you own and how each part would pass to somebody else: by a will, by a beneficiary named on an account, by owning it jointly. It notes where those don't match what you told us you want, and asks you to check your beneficiary forms against what your attorney's documents intend.
Most of what a household owns does not sit in one place, and the paperwork for each piece was filled in at a different time, often years apart, often in a hurry at a benefits office or a bank counter. A plan puts it all on one list so that the gaps can be seen.
AI-generated illustration. Not a real home or business.Associate planner
Gathers the documents a plan needs and prepares its first draft for a planner.
Owen asks only for the documents a plan will use, and gives each one back.
Owen checks every figure in a draft against the document it came from.
The picture is a still of a desk, not a portrait. The person is fictional.
The list is built from the documents themselves, asked for only as the plan needs them and given back afterwards.
Each one, with who is named on its beneficiary form as the paperwork stands today, and when that form was last looked at.
Whose name it is in, and how, as the deed or the share papers say.
Who owns what part of it, and whether anything is written down about what happens to it.
Land, a house being built, an account back home: each one listed, with the question of which country's rules would apply left for your attorney.
Who is named on each, as you tell us, with no view taken of the policy itself.
If you have one already, the plan notes that it exists and when it was signed, and leaves what it means to your attorney.
A question every parent of a young child carries, and one your attorney can put into a document.
About money and about health care. The plan lists the question; the documents that answer it are your attorney's work.
Beneficiary forms are filled in at different times from a will, and the plan sets them side by side so your attorney can see where they disagree.
A question for your attorney, and sometimes for one in the other country as well.
Only a lawyer admitted in New York may be paid to prepare a will, or may give legal advice about one. The plan points out questions for your attorney; it never answers them.
A plan can see that the apartment is in one name, that the account at work still names a brother who has since moved away, and that the will, if there is one, was signed before the second child was born. It cannot say what any of that means in law, or what to do about it. That is your attorney's work, and the plan's part is to put the questions in front of them in the right order.
If you ask, the practice gives you more than one name for an attorney, an accountant or an insurance professional, and takes nothing from any of them. You choose, and you may already have your own.
The questions on this page are part of every written plan, at the plan's published fee; there is nothing to buy on top of it.
| What it is | What it covers | Fee |
|---|---|---|
| Written plan | One household, up to two goals, two meetings and the written plan, with sixty days of questions by e-mail. | $2,400 |
| Detailed written plan | A household with a business, two retirement systems, a home purchase or family abroad: two meetings and the written plan, with sixty days of questions by e-mail. | $3,600 |
A written plan is billed in two halves: $1,200 (or $1,800 for a detailed plan) when you sign the written agreement, and the same again when the plan is delivered, which is within ten weeks of the agreement. No fee is billed more than three months ahead.
A written plan, $2,400 or $3,600
Uneven income, a business that is most of what you own, and a household that still needs its own plan.
Part of every written plan
Which accounts to save into and draw from, and when, set out as questions for the person who prepares your tax return.
Part of every written plan
Who depends on your income and what would happen if you could not work, written down as questions for a licensed professional.
A first meeting costs nothing, gives no advice and asks nothing of you afterwards: about forty-five minutes, at the office or by video. The office replies in office hours.
