ESTATE PLANNING
CONSULTATION FORM
Let’s design a plan that protects the people you love, minimizes taxes, and keeps your life private and organized.
Confidential intake for Wills, Trusts, Retirement & Tax Strategy, Special Needs, Elder Law, Real Estate, and Business Interests.
Simon Law Group, LLC
We’re a New Jersey–focused, relationship-first practice.
We don’t sell 'binders;' we build a strategy, draft the documents, fund the trusts (deeds, titles, beneficiaries), and keep everything current through our Annual Maintenance Program (AMP) or Continuing Counsel Plan (CCP).
If you love your people, don’t leave a mess. Give us a few minutes here, and we’ll turn it into a plan that keeps them out of court, out of conflict, and out of chaos.
Tell us who matters, what you own, and what success looks like to you. We’ll design, draft, fund, and maintain a plan that works in real life.



