Find a estate planner in New York, NY

Find estate planners in New York, NY

Find estate planners in New York, NY

Confirm your location to see the best estate planners near you.
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Find estate planners in New York, NY

Confirm your location to see the best estate planners near you.
Zip code

Top 10 estate planners in New York, NY

Clients agree: these New York estate planners are highly rated for knowledge, experience, communication, and more.
Leonard J. Tarantino, Attorney At Law.

Leonard J. Tarantino, Attorney At Law.

5.0Exceptional(6)
3 hires on Thervo
34+ years in business
Serves New York, NY & Online
Anonymous says, "Leonard is an incredible lawyer. He did an amazing job preparing a defense strategy for a DWI, and was tremendously supportive in a difficult time. He is highly knowledgeable and arms you with the best legal counsel you can ask for. He's the person you want handling your case!!" Read more
P Sinaly CPA PC

P Sinaly CPA PC

2 hires on Thervo
17+ years in business
Serves New York, NY & Online
My LinkedIn page is http://linkedin.com/in/paul-sinaly-2563768 My CPA website is http://yournycpa.net/ Questions on Bank Financing or about the New Tax law changes and managing yoiur business or professional life for successful tax planning, simply go to my website and setup an appointment. I can deliver results for you. I advise clients on techniques to triple or quadruple their personal net worth, become a trusted advisor to their business and personal life in a tax efficient manner....
Barry Block

Barry Block

36+ years in business
Serves New York, NY
The Jewelry Judge, Barry Block, is an independent professional jewelry appraiser holding the title of Master Gemologist Appraiser. This title is earned through education and testing and held by less than 50 in the world. Our appraisals are excepted in all courts, by the IRS, banks and insurance companies. “At the Jewelry Judge, we do not buy or sell jewelry. We appraise it!”
Joseph Lewis Nackson, Esq.

Joseph Lewis Nackson, Esq.

50+ years in business
Serves New York, NY & Online
We work with individuals and small businesses to maximize their results at sustainable cost. Experience matters and we use our experience to benefit our clients. We know law, but need the active cooperation and participation of our client to produce the optimal results. Litigation should be the last resort, but it is good to know that you have an attorney who can represent in Court whenever required, but can also help you avoid Court whenever possible. Being able to help people through some of the most stressful periods of their lives....
M.A. Per Diem Services, Inc.

M.A. Per Diem Services, Inc.

2 hires on Thervo
9+ years in business
Serves New York, NY & Online
M.A. Group, Inc. provides Legal Document Preparation, Mobile Notary Services and Staffing Solutions for Attorneys. We pride ourselves at being hands on and flexible. We provide services in the boroughs of NYC, Nassau, Suffolk and Westchester Counties. Owner, Marva M. Dudley has 28 years of Paralegal experience and has access to network of experienced legal professionals. For more information please visit our website: www.magroupinc.co
Mark Salem Law, P.C.

Mark Salem Law, P.C.

5.0(1)
2 hires on Thervo
8+ years in business
Serves New York, NY & Online
Philip M. says, "Easy" Read more
LegalShield

LegalShield

53+ years in business
Serves New York, NY & Online
Our mission for over 45 years. LegalShield gives you the ability to talk to an attorney on any personal legal matter without worrying about high hourly costs. That’s why, under the protection of LegalShield, you or your family can live your lives worry free. Even better, you don’t have to worry about figuring out which attorney to use—we’ll do that for you. www.thesmartsolutionsgroup.com
Jeff Klein Esq

Jeff Klein Esq

5.0(1)
2 hires on Thervo
37+ years in business
Serves New York, NY
Lisa M. says, "One of my best decisions was to hire Jeff Klein to be my Divorce Attorney. My case was not an easy case. Jeff’s knowledge. commitment, perseverance, dedication and hard work definitely earns him five stars- OUTSTANDING!! If your case goes to trial Jeff is worth his weight in gold!!!" Read more
Stemplerlaw Llc

Stemplerlaw Llc

44+ years in business
Serves New York, NY & Online
We are a boutique firm specializing in real estate , business and tax law delivering personalized custom service at competitive prices always working to assure the confidence our clients have in retaining us.
Paralegal Services, P C.

Paralegal Services, P C.

14+ years in business
Serves New York, NY & Online
We provide many legal services for our client. With a licensed attorney

Your Wills and Estate Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do estate planners charge?

Estate planners charge $300 to $1,500 for a simple estate plan or $5,000 to $20,000 for a more complex estate plan. Estate planning attorneys charge either a flat fee for an estate planning package or an hourly rate of $100 to $300+ per hour. Estate planners in small towns and newly licensed lawyers needing experience may cost less.

What is estate planning, and what do estate planners do?

Estate planning is the process of creating a plan that appoints who or where you want your assets and possessions to go to after your death. Estate planners—also called estate planning attorneys or estate probate attorneys—are licensed attorneys who specialize in estate and trust law that work with you to create an end-of-life plan based on your specific situation and needs.

Estate planning may involve:

  • Creating a will
  • Setting up a limited or durable power of attorney (POA)
  • Creating a long-term healthcare plan
  • Setting up a trust to protect your assets and designate beneficiaries
  • Additional tax planning

Do I need an estate planner?

While you can create estate planning documents yourself, hiring an estate planner is often the best option to ensure the documents are filled out correctly and prevent any issues with transferring your assets to your designated beneficiaries after your pass on. Estate planners know the details of the laws and, in addition to ensuring that your estate plan documentation is valid, they can answer questions and give you professional financial and tax advice throughout the estate planning process.

What do I need to bring to an estate planning appointment?

The documents you should bring to your estate planning appointment will vary depending on your specific situation. In general, you'll want to bring all the documents needed to give the most complete picture of your current total assets. This may include some or all the following items:

  • Bank statements
  • Brokerage account and investment statements
  • Retirement account statements
  • Business owner or partnership documentation
  • Credit card statements
  • Mortgage or other loan documentation
  • Insurance policies
  • Real estate, auto, and watercraft titles or deeds
  • Trademark, patent, copyright, or intellectual property documentation
  • Birth certificates
  • Adoption certificates
  • Marriage certificates
  • Divorce decrees
  • Beneficiary or guardianship designations
  • Pre-nuptial or post-nuptial agreements

How do I choose the best estate planner near me?

Estate planning often involves sharing a lot of personal information, so it's important to hire an experienced professional that you trust and are comfortable talking with. When researching estate planners near you, be sure to:

  • Interview and compare fees from 3 to 5 estate planning attorneys who are licensed, bonded, and insured.
  • Review their profile and look for excellent reviews on Thervo and Google.
  • Look for an attorney in your state who specializes in estate and trust law.
  • Look for members of the National Association of Estate Planners & Councils or the American Academy of Estate Planning Attorneys.
  • Ask them about their experience with trusts and estates like yours.
  • Ask for a detailed explanation of their fees and fee structure.
  • Hire an estate planner who can work within your budget.

What questions should I ask when hiring an estate planner?

Asking the right questions can help you choose the best estate planner near you:

  • How long have you been an estate planner?
  • What education and certifications do you have?
  • Do you offer free consultations?
  • How long do you expect this process to take?
  • What is your preferred method of communication?
  • Do I contact you directly or do you have an assistant?
  • Do you charge an hourly rate or a flat fee?
  • How much do you charge for estate planning?
  • What is included in the fee, and what additional costs might come up during the process?

Reviews for New York estate planners

Recent success stories from people in the New York area.
Christina B.
He was very informative and punctual. He gave us a clear picture of what information was needed for our day in court and everything went smoothly. I would highly recommend his services.
Leonard J. Tarantino, Attorney at Law.
Jessica R.
Attorney Inna Fershteyn is a top specialist in Estate Planning and Medicaid Planning issues in NY. We can't recomment her highly enough and her fees are very affordable.
Law Office of Inna Fershteyn and Associates
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New York estate planners by service