Estate Planning & Probate Documents

Estate Planning Services

Wills
Trusts
Power of Attorneys (POA)
Health Care Proxys (HCP)
Medical Directives- Living Wills (LW)
Transfer On Death Deeds (TODD)

Probate Services

NY Probate - Small Estate Assistance for Pro Se Litigants
NY Probate Proceed Cash Advances

Document Packages Available
Planning Consults Service
DIY Forms Online Service
Digital Document Storage
Apostille Available
Document Translations Available
Notary/Mobile Notary Services
Attorney Referrals for Complex Matters

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simple Will

$250

Email and Phone Support
1 Consultation- provide any prior Wills
Documents: Last Will and Testament and Revocation, if applicable
Two witnesses needed*
Includes Notary Service*

Per Person

Transfer On Death Deed

$200

Email and Phone Support
1 Consultation- must provide current deed*
Documents: TODD
Includes Notary Service* (no witness required)
Does not include County Filing fee

Per Property

Living trust

$500

Email and Phone Support
2 Consultations*
Documents: Living Trust (replaces a will)
EIN Registration
Two witnesses needed*
Includes Notary Service*

Per Entity

silver PLAN

$175

Email and Phone Support
Consultation
Documents: POA / HCP/ MOLST
Paper and Digital Copy
Includes one witnesses (2 needed)
Includes Notary Service*

Per Person

GOLD PLAN

$650

Email and Phone Support
Consultation
Documents: Last Will, POA, HCP/MOLST, HIPPA
Paper and Digital Copy
Includes one witness (2 needed)
Includes Notary Service*

Per person Individual Package

platnium PLAN

$950

Email and Phone Support
2 Consultations
Documents: Last Will, POA, HCP/ MOLST, HIPPA
Full On-Demand Digital Storage
Includes one witness (2 needed)
Includes Notary Service*

Couples Package

ELITE PLAN

$1200

Email and Phone Support
2-3 Consultations
Documents: Last Will, POA, HCP/MOLST, HIPPA, TODD
Full On-Demand Digital Storage
Includes one witnesses (2needed)
Includes Notary Service*

Couples Package

*Notary Services may be contracted out for any out of area signing appointments.

*2 Witnesses are required for all documents and Notary can act as 1 witness for all documents except for the Will. The Notary notarizes the witnesses only for Wills. Extra fees apply if we are providing witnesses.

All TOD deeds require submitting copy of current deed, should be free of liens, and is limited to only the property, not other assets left to beneficiaries. TODD usually is done with Wills, not needed when you have a Trust.

A Trust replaces a Will and has more flexibility on the parameters.

If concerned about NY Medicaid, additional information can be found here.

Notary Public & Apostilles

Our New York notary services are offered three ways: You can book an appointment in our Main Auburn, NY Office, Order Mobile Notary Services and a notary comes to you, OR you can get notarized online from the comfort of your home or office using our Remote Online Notary platform of choice.

We provide notary/witness services for NY estate planning documents provided they are the correct NY form formats.

We strongly caution those using other DIY forms to make sure they comply with NY or your state's rules before executing signatures and notary services.

In addition, we offer NY Apostille authentication services and translation services used only for countries part of the Hauge Convention. We also offer loan signing services for the real estate industry.

Estate Planning Documents

Everyone over the age of 18 should have protection documents to protect their financial assets and health care rights. We offer our own DIY forms for New York Residents OR a full suite of estate planning services to include consultation, typing up documents, notary/witness appointment and packaging. Documents needed during a lifetime include Healthcare Proxys, Living Wills, Medical Directives, Power of Attorneys, and Living Trusts.

For after death, Last Will and Testaments, Revocable Trusts, Transfer Upon Death deeds and other special needs vehicles. For NY residents and businesses only.

*Does not include any legal advice.

Probate Services- Small Estates

Probate is a requirement upon death in New York unless a Revocable or Irrevocable trust is put in place to override this process. We can assist by walking you through the process with filing out the NY forms and with filing by paper or digitally through courts system, whether you have a will or not.

Small Estate Probate is for anyone who has $50k or less in assets when they are deceased. The probate process is over seen by the County Surrogate court where the person resided at death. It's important that you have the necessary protection forms in place, such as a Will, before death occurs. Having an up-to-date Last Will and Testament makes the probate process smoother for your loved ones left behind and for the courts to approve the fiduciary appointed to distribute your personal property as you intended. For larger estates or more complicated matters, we may refer you to an attorney in our network.

*Does not include any legal advice.

Real Estate Service Support

The real-estate industry has lots of moving parts to it. When it comes to planning and protecting your assets, many have questions regarding what to do with their homes. We offer support assistance with conducting property research, surveys or getting you updated abstract, typing up quit claim deeds w/ tax documents, transfer upon death deeds, or providing DIY landlord/property management consulting packages that include knowing what to do with tenants, typing up notices and evictions, performing notary services, court filings and process serving assistance.

We also offer other RE support services in the estate planning process or for probate services by assisting you directly or making referrals to our network of attorneys, financial institutions and real estate agents for loans or selling property.

FAQs

What services do you offer?

We offer tailored consulting solutions and utilize/offer separate products and programs from our VIP partners that support the business' or individual's needs. The solutions comprise of a mix of consulting advice, legal and financial documents and contracts, research, mediation and troubleshooting, cybersecurity and compliance programs and services, notary services, marketing, financial products and more.

How can I schedule an appointment?

We understand that people have different schedules and not always able to reach out during normal business hours. Our services are offered during 9am-9pm Monday-Saturday.

We give the option of calling the office or self-service to book a call or service online at your convenience. Our AI Assistant Tim will work with you to answer many questions that you may have and make sure you book or purchase properly. We advise when in doubt, just book a call to ensure proper advisement!

We use a secure client portal to track communications, trainings and courses, affiliate services and more.

What is your cancellation policy and refund policy?

We ask just for scheduling purposes to cancel at least 24 hours and no less than 2 hours before an appointment or call to better serve you and others and will fill your appointment spot with someone else who is waiting. We only issue refunds for any services that have not been rendered in any way and request was cancelled within 7 days. After 7 days, any refunds will be done on a pro-rated basis depending on setup fees, 3rd party expenses that have been ordered/issued or worked on. No refunds are issued for 3rd party services or products and must reach out to 3rd party to make any request and subject to their terms and usage.