Estate Planning Law

At Zaidi Legal PC, we help our clients with a wide range of estate planning issues. Our services include:

• Wills and trusts: We help clients create wills and trusts that ensure their assets are distributed according to their wishes and provide for the care of their loved ones.
• Powers of attorney: We help clients create powers of attorney that appoint someone to make financial and healthcare decisions on their behalf in the event of incapacity.
• Estate administration: We assist clients with the administration of estates, including probate and estate tax issues.
• Business succession planning: We assist clients with planning for the succession of their businesses to the next generation or other successors.
• Trust administration: We assist clients with the administration of trusts, including trust tax issues.
• Estate litigation: We represent clients in estate disputes, including will contests and disputes over the administration of trusts.

Prices:

The Process of Getting Your Estate Planning Documents Drafted:

We will ask you for a Government Issued Photo ID (front and back) to draft your retainer agreement.

Upon receipt of payment and signing a retainer agreement, we will schedule an initial appointment (virtual through a Zoom call) to obtain instructions regarding your Last Will and Testament.

You will receive an Intake Form that will ask for your full names, your family status, family members, pets, your financial picture and other pertinent information. This needs to be returned to our office prior to your appointment.

During your initial (virtual) appointment, we will verify your ID and proceed with reviewing the Intake Form and obtaining instructions to draft your Last Will and Testament.

After the initial (virtual) appointment, we will schedule your next virtual appointment to obtain instructions on how to draft your Power of Attorney for Property and Power of Attorney for Personal Care documents.

You will receive two questionnaires that will help you plan for your Power of Attorney instructions appointment. These need to be returned to our office prior to your appointment.

During your next appointment, we will proceed with reviewing the questionnaires and obtaining instructions to draft your Power of Attorney documents.

After this appointment, we will schedule a date (3 weeks ahead) to email you a first draft of your Estate Planning Documents to review. Estate Planning Documents take 3 weeks to prepare.

We will also schedule your next virtual appointment to sign and execute your Estate Planning Documents. We normally give you 1 week to review your drafts and request any changes.

After your requested changes have been made, we email you final documents for your approval.

Once your Estate Planning Documents are approved, we meet virtually to sign and execute your documents.

Brief Overview of The Signing and Execution Appointment – What to Expect: 

Step by Step Process of Signing and Executing your Estate Planning Documents Remotely: 

Get in touch today!

We are committed to providing our clients with personalized, strategic legal advice and representation to help them achieve their estate planning goals and protect their legal interests.

To find out how we can help you in your estate planning needs, please contact us through the form below: