Estate Planning and Will Packages for New York City Clients
Last Will and Testament and Elder Law Package NYC
Our Law Office prepares comprehensive estate plans for our clients. Serving clients in the state of New York and New Jersey, attorney Inna Fershteyn has created a Last Will and Testament Package and Elder Law Package that includes all the essential documents to transfer your assets to your loved ones and to protect your assets from creditors. With our specialized and comprehensive planning session, we can help you determine what the best option for your family is.
Key facts at a glance
- $350 Estate Planning Consultation: a personalized consultation with Inna Fershteyn to create a customized estate plan best suited to your wishes and situation.
- $2,500 Last Will and Testament Package: includes a Last Will and Testament, New York Durable Power of Attorney, New York Health Care Proxy, and Living Will.
- Payment schedule: the first $1,250 is due upon retention and the commencement of drafting.
- Balance: the remaining $1,250 is due approximately 2 weeks later, when the estate planning documents are reviewed and signed.
Step 1: Estate Planning Consultation and Strategy Session – $350
Before drafting any documents, we conduct a personalized estate planning consultation with experienced New York Estate Planning Attorney Inna Fershteyn.
During this consultation, we will:
- Explain the difference between a Will and a Trust
- Review your assets, real estate, bank accounts, retirement accounts, and investments
- Discuss probate and how it affects your family after death
- Identify your beneficiaries and inheritance goals
- Discuss executor and trustee appointments
- Review incapacity planning options
- Discuss asset protection strategies
- Review guardianship nominations for minor children
- Answer questions regarding New York estate laws
The purpose of this meeting is to create a customized estate plan that reflects your wishes while minimizing potential legal issues for your loved ones.
Estate Planning Consultation Fee: $350
Step 2: Last Will and Testament Package – $2,500
If you decide that a Last Will and Testament is the appropriate estate planning tool for your situation, our office will prepare a complete New York Will Package.
Total Package Fee: $2,500
Payment Schedule
- $1,250 due upon retention and commencement of drafting
- $1,250 due at the document execution appointment approximately two weeks later
Most estate planning documents are prepared within 1 to 2 weeks following the consultation.
What Is Included in the New York Will Package?
Last Will and Testament
A Last Will and Testament is a legal document that directs how your assets will be distributed after your death. Your Will allows you to:
- Name beneficiaries
- Designate an executor
- Nominate guardians for minor children
- Specify inheritance distributions
- Express your final wishes
A Will does not avoid probate in New York, but it provides clear instructions to the Surrogate’s Court regarding the administration of your estate.
New York Durable Power of Attorney
A Durable Power of Attorney allows you to appoint a trusted individual to manage financial and legal matters if you become incapacitated. This document may help avoid costly guardianship proceedings and allows your chosen agent to act on your behalf when necessary.
New York Health Care Proxy and Living Will
A Health Care Proxy allows you to designate an individual to make medical decisions if you become unable to communicate your wishes. A Living Will provides guidance regarding medical treatment, life-sustaining measures, and end-of-life care decisions. Together, these documents form an essential part of every comprehensive estate plan.
Step 3: Review and Signing of Estate Planning Documents
Once your estate planning documents have been prepared, you will return to our office for a formal signing appointment.
At this meeting:
- Attorney Inna Fershteyn will personally review your documents
- Questions will be answered before signing
- Two witnesses will be provided by our office
- All required notarizations will be completed
- Original documents will be provided to you
- We will discuss document storage and future updates
The remaining balance of $1,250 is due at the signing appointment.
Why Choose Attorney Inna Fershteyn for Your New York Estate Plan?
Attorney Inna Fershteyn has over 28 years of experience helping New York families protect their assets, avoid family disputes, and create legally sound estate plans.
Our office assists clients with:
- Last Wills and Testaments
- Revocable Living Trusts
- Irrevocable Trusts
- Medicaid Asset Protection Trusts
- Powers of Attorney
- Health Care Proxies
- Living Wills
- Probate and Estate Administration
- Elder Law Planning
- Asset Protection Planning
We serve clients throughout Brooklyn, Manhattan, Queens, Staten Island, the Bronx, Long Island, Westchester County, and New Jersey.
Frequently Asked Questions
Do I need a Last Will and Testament or a Living Trust?
This is one of the most common questions that we hear from our clients. The answer depends on your assets, family situation, probate concerns, and long-term estate planning goals. Based on your family situation, a will or a living trust might be needed. To find out which option would be the best for you, please consult an experienced estate planning attorney.
Is a Will enough for my estate plan?
For some individuals, a Will is sufficient. For others, a Revocable Living Trust may provide additional benefits such as probate avoidance, privacy, and easier asset management. During your consultation, we will explain the advantages and disadvantages of each option.
How long does it take to prepare a Will?
Most Will packages are completed within 1–2 weeks after your consultation and receipt of all necessary information.
Does a Will help avoid probate in New York?
No. A Last Will and Testament must generally be admitted to probate in New York Surrogate’s Court before assets can be distributed.
What happens if I become incapacitated?
Your Durable Power of Attorney and Health Care Proxy allow trusted individuals to make financial and medical decisions on your behalf.
How often should I update my Will?
We recommend reviewing your estate plan every 3–5 years or after major life events such as marriage, divorce, the birth of a child, the death of a beneficiary, relocation, or significant asset changes.
What are the differences between a Will and a Trust in New York?
A will is a legal document that dictates how your estate will be allocated after your death and allows you to appoint guardians for minors, while a trust is a legal arrangement where a trustee holds and manages your assets on behalf of your beneficiaries. They differ in when they go into effect: a will goes into effect after your passing, while a trust goes into effect after it is signed and funded. Another fundamental difference is that while trusts can help minimize or avoid the probate process, wills cannot.
| Wills | Trusts |
|---|---|
| Names beneficiaries | Names beneficiaries |
| Designates guardians for minor children | Potential tax benefits |
| Does not avoid probate | Potential protection from creditors |
| Names executor | Avoids probate |
Schedule Your Estate Planning Consultation
If you are considering a Last Will and Testament, Living Trust, Asset Protection Trust, or complete Estate Plan in New York, contact our office today.
Initial Estate Planning Consultation: $350
Learn the difference between a Will and a Trust, understand your options, and create a plan that protects your family and preserves your legacy.
Call: (718) 333-2394 • Office: 1517 Voorhies Avenue, 4th Floor, Brooklyn, NY 11235
Inna is fluent in English, Russian, and Ukrainian — Наша команда говорит по-русски и по-украински.