Estate Planning
At Soundview Law Group, P.C. our focus is on helping you make decisions that are in your best interest, not ours. We customize estate plans to help improve your life and ensure your legacy. We guide you to organize your financial life and make legal decisions that help keep everyone you love out of court and conflict after you pass away.
Our Approach
Do you love your family, but wonder what would happen to them if (and when) something happens to you?
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Life is full of complex legal and financial decisions, but you don't need to make those decisions alone.
Perhaps you know your life and legacy is about more than just money, but maybe you're not exactly sure how that translates to Estate Planning, Wills, Trusts, Health Care Directives, and Powers of Attorney. Maybe you're thinking about Estate Planning because you saw an online legal service provider advertising "do it yourself" estate planning for a few hundred dollars., but you're not sure you will do it correctly so want to learn more before moving forward.
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It's a common scenario, but if you're considering one of those online company's that simply generates a set of documents that may or may not work when your family needs them to, consider this:
How will you make sure that you've selected the plan you actually want? Who will your family turn to as a trusted advisor to help them make sense of your DIY plan after you're gone?
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These are only a few questions you should be asking, and it is also why our process starts with a Family Wealth Planning Session, not getting documents in place that may or may not work for you.
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With our help, you will feel confident that you have made all the right choices about the use of your resources while living, and that your family will be left with support and a clear plan if you become ill, injured, or pass away.
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Read on for more...
Who We Help
Individuals
Life Partners
Parents with children
Single parents
Blended/Modern families
Middle class families
High net worth families
Multigenerational families
LGBTQ families
Seniors and caregivers
What We Do
The start of our process begins with a Family Wealth Planning Session, where you will get more organized than ever before. We use a shared decision making process to create personalized plans that include all of the following, depending on your needs. Our plans are thoughtfully packaged and customizable for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises. Our plans are built to work for you today, and systems are implemented to ensure you can change your plan as your life, assets, and the law change over time.
1.
Wills, Trusts, and General Powers of Attorney
2.
Health Care Directives and Medical Powers of Attorney
3.
Guardianship Nominations
4.
Asset Protection Planning
5.
Special Needs Planning
6.
Probate Administration
7.
Trust Administration
Did You Know?
54%
U.S. Adults Without a Last Will
$17B
In Unclaimed Property in NY
15 Months
Average Time Spent in NY Probate Court
According to Gallup.com
According to New York State
According to LegalMatch.com
Dying without a Will means a stranger – a probate judge – makes all of the decisions for your family during a time of grief, including potentially who should be guardian of your minor children.
When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefitting your family.
Probate is a lengthy process. In New York, Probate can range from only a few weeks, up to a few years, with the average family spending 15 months in court which can be completely avoided with planning.
