Three clear paths. One goal: a plan that actually works.

Plan #1: Wills & Basic Plans (Foundational Essentials)

Our entry-level plan—the essentials done right. A smart start, but often not the finish line.

Choose between 3 Tailored Solutions or Customize your own

Plan #1 - Foundations Plan

A good Will is more than a form—it’s a promise to the people who would be standing in your shoes on a hard day.

Our Foundations plan puts decision-makers in place for your family, makes your wishes clear, and gives your loved ones the authority to act without a court detour. We write in plain English, coordinate signatures correctly, and align beneficiary designations so your plan works in the real world, not just on paper.

It’s also our lowest-cost, budget-friendly option—ideal for getting protected quickly and for families needing to immediately align priorities—while we show you why many New Jersey families ultimately choose a trust-based plan for privacy and speed, and an Advanced plan for maximum asset protection.

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Why it Matters in New Jersey

New Jersey probate is often described as “simple,” but it’s still public, court-supervised, and can require a bond and professional fees. A tuned-up Will gets the right person appointed and your wishes honored. But a Will-only plan does not avoid probate, keeps family details public, and can trigger bonding hurdles for your executor. If privacy and speed matter, we’ll compare Will-only vs. a funded Revocable Living Trust so you can choose confidently.

NJ note: A Will‑based plan typically goes through probate (public court process). We’ll explain local timelines, bond issues, and why most families choose our Trust plan to keep things private and faster. For these reasons, the Family Essentials Plan is the least popular option.

A Smart Start—not a Complete Safety Net

The Foundations Plan is the right way to get protected fast, but it won’t:

  • Keep your administration private (probate is public)

  • Eliminate court timelines or bonding requirements

  • Smooth incapacity transitions like a trust can

  • Coordinate multi-state or shore properties without extra friction

If that trade-off makes you uneasy, the Trust Plan solves these pain points by avoiding most probate when funded, staying private, and giving your successor a clearer, faster playbook.

How the Process Looks and Feels

We start with a short consultation, then a Family Vision Session to map people, assets, and goals. After design, we review drafts together so every role is understood. Signing is calm and organized; you leave with digital copies in your secure vault. Most clients complete this plan in just 3–4 weeks.

Upgrade path without waste: If you decide to start here for cost saving reasons, but want to move to a trust when you’re ready, we can certainly facilitate it. We're able to architect your Will so it “pours over” cleanly if you adopt a Revocable Living Trust later—preserving your time and fees.

Which plan should I choose?

  • If you want speed, privacy, and fewer court steps → Trust Plan.

  • If your life is simple and budget‑sensitive → Foundational Essentials Plan, with a clear roadmap to add a trust later.

  • If you're seeking maximum asset protection, have a blended‑family or tax concerns (or HNW assets) → Advanced Plan + a la carte. 

We’ll model each option in plain English during your Design & Discovery Meeting (DDM)—no pressure, no jargon.

What this is: A focused call to learn your goals and confirm the right path (Family plan, Trust‑based, or advanced planning).

You’ll see: Straight answers, no pressure, and an overview of the exact next steps. HNW and business‑owner questions welcome; young families and seniors are encouraged to ask about urgency and updates.

We handle: Noting your priorities (privacy, tax, asset protection for heirs, simplicity) and confirming the documents/accounts we’ll need.

Typical timing: within a few days of Step 1.

Your to‑do: Bring top questions and any must‑have concerns.COMPARE PLANS

Ongoing Care (Optional, Any Plan)

  • AMP — Annual Maintenance Program: Annual review, beneficiary/title tune‑ups, simple updates.

  • CCP — Continuing Counsel Plan: Quarterly reviews, advisor summits (CPA/financial planner), ILIT Crummey notices if applicable.

Your life changes. Your plan should, too. These programs keep it current and funded.

Related Legal Services

Services we offer in connection with Estate Planning

Real estate transactions (purchase/sale, deed work, LLC transfers), business & succession planning (buy‑sell agreements, family LLC/FLP), civil litigation (probate disputes, fiduciary claims), and elder law/long‑term care planning.

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