Frequently Asked Questions

Estate planning isn't about how much money you have. It's about making sure the people you love are protected if something happens to you. A clear plan lets you name guardians for your children, decide who receives your belongings, and spare your family from court delays and confusion during an already difficult time.

A will directs who receives your property after you pass away, but it usually goes through probate, a court process that can take time and money. A trust can help your family avoid probate entirely, keep things private, and manage assets more smoothly. During our planning session, we'll talk through your situation and recommend what fits your family best.

Great question! You can learn more about our fees by watching our free training, The Estate Planning Clarity Masterclass, or by booking a 1:1 Peace of Mind Planning Session with Laura. Our packages start at $2,000 and go up depending on the level of complexity you need.

It's a private 45-minute Zoom call with Laura where we talk through your family, your wishes, and what matters most. You'll leave with a clear recommendation, a flat-fee quote, and a personalized Family Protection Blueprint. The fee is applied toward any work you do with us. It's a working session, not a sales pitch.

The masterclass is a 40-minute on-demand session that walks you through what every family actually needs in an estate plan, the difference between a will and a trust, how to keep your home out of probate, and what our flat-fee packages include. It's a great starting point if you want to learn before booking a one-on-one session.

Yes. The Peace of Mind Planning Session and the Blueprint Call are held over Zoom. The signing celebration can happen at home or in our office at 125 Park Avenue, whichever is easier for you. We work with families across New York who prefer the convenience of virtual meetings.

Most plans are completed within a few weeks from start to finish. It depends on how quickly you can provide information and how many revisions we make together. We keep the process moving so your family isn't left waiting with an unfinished plan.

That's a great start. Life changes, though. If you've moved, had children, changed marriages, or acquired new assets, your old documents may no longer reflect your wishes. We offer annual plan reviews and updates to make sure your plan keeps up with your life.

Absolutely. Naming guardians and making sure your children are cared for by the people you trust is often the most important part of an estate plan for parents. We build family protection plans specifically designed to give parents of minor children real peace of mind.

The easiest next step is to watch the free masterclass or book a Peace of Mind Planning Session. Both give you a clear picture of your options without pressure. When you're ready, we'll walk you through every step from there.