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Fast, affordable, & in your own time

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Your attorney

Your attorney. Your way™

We don't eliminate the lawyer, the lawyer is where it all starts.

Get access to your local attorneys in-office estate planning system to create your legal documents on your schedule with the ability to communicate with them whenever you need.

Getting started is as easy as...

1

Customize your choice

Simply select one of the products and answer a few short questions.
2

Create your documents

Give us a few more details and tell us about the people you wish to include in your plan.
3

Wrap it all up

Its simple and most of our clients complete the process in 30 mins or less. That's where we take over and finalize everything for you.

Review Essential Documents

Best Value
From $227

Essential Document Package

Containing all three products, saving you $80.00

This includes the three essential estate planning legal documents: your Power of Attorney, your Health Care Directive and you Last Will and Testament. These three provide the minimum amount of protection to ensure the essential elements of your estate plan are handled when you need it most!

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Will

From $149

This identifies who gets your "stuff" after you're gone and who you want to be responsible to carry it out. If you have children under age 18, your Will also directs who you want to care for them (their "guardian"). Without a Will, the government decides who gets your assets (or cares for your children) and who will carry that out.

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Power of Attorney

From $79

This allows you to appoint who you trust to carry out your legal and financial matters when you can't.

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Healthcare Directive

From $79

This authorizes the person you name to make your health care decissions for you when you are unable. Most important, it provides your instructions for care, or not, so your agent can carry it out on your behalf. Without a health care directive a doctor, court, or a stranger may be making these decisions.

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The essentials package is a great start to your estate planning but may not be enough to meet your long-term objectives. While complex and sophisticated planning includes the essential documents, it also often includes additional legal documents or advanced language in the essential documents to do more than what most people typically need. Find out more

Not sure which plan is best for you?

Do you need a Trust or help with Medicaid?

Get in touch!

3157933622

Let us guide you

What makes so good?

Utilize your local lawyers internal planning system.

Your local attorney is just a call away

Access your local attorney any time during the process for your questions.

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Estate Planning Law Center, David J. Zumpano, CPA/Esq.

David J. Zumpano

3157933622

Address

New Hartford, New York

555 French Road, 13413

Contact hours

M-Th 8:00am-5:00pm (Lunch 12:30-1:30) F 8:00am-4:00pm (Lunch 12:30-1:30)

Documents for you and your spouse

Complete documents for you and your spouse

Utilize your local attorney for in-office services like assuring the proper execution, funding, and safe keeping of your estate plan…… Your attorney your way™.

Complete your documents at your leisure

Unlike other online planning options, planning with us on Guidr℠ gives you the confidence and peace of mind that comes from knowing a local attorney is supervising your plan. And, you can do your plan, your way™.

Complete your documents at your leisure
Protect you and your loved ones

Protect you and your loved ones, your way.

Create the essential legal documents or personalized documents to make you sleep better at night. Its your choice, your way.

The Will, Health Care Directive and Power of Attorney are the starting point for all estate planning, but there are typically four additional levels to consider:

  1. Traditional Estate Planning,
  2. Asset Protection Planning,
  3. Medicaid and Veterans Benefits Planning and
  4. Estate Tax Planning.

Each level utilizes different legal documents including revocable living trusts, irrevocable trusts for asset protection, irrevocable trusts for estate tax planning, irrevocable trusts for special needs planning, Limited Liability Companies, and many others. If any of the following circumstances apply to you or appeal to you, please consider scheduling a meeting to discuss your options with one of our attorneys.

  • Want to avoid Probate
  • Do not agree with your spouse on the plan he or she wants
  • Have no family or friends you trust to carry out your wishes
  • Have children or other beneficiaries who do not get along
  • Are in a second marriage and either or both of you have children from a previous marriage
  • Are concerned with your spouse remarrying after you die and your assets going to people you didn’t intend
  • Have a beneficiary who is a spendthrift or unable to manage money, is a minor, has a high risk of being sued, is in a bad marriage, abuses drugs or alcohol, is disabled or likely to need long-term care in the future, is currently receiving government financial assistance benefits or has developmentally disabled children
  • Want to protect your assets from predators, future creditors, lawsuits, unforeseen liabilities or from long-term care costs.
  • Are likely to need long-term care in the future or may lose a spouse soon due to a terminal illness
  • Are thinking of retiring and want to ensure you have reviewed the estate planning considerations with retirement or
  • Have enough assets that may subject you to federal or state gift or estate taxes

The "Essentials Plan" does not necessarily achieve any of these unique planning goals!