ESTATE PLANNING
A complete estate plan is more than a will. It is a coordinated set of documents that protects you during your lifetime, provides for your family after you are gone, and ensures your wishes are carried out — without court involvement, family conflict, or unnecessary cost.
WHY A COMPLETE PLAN MATTERS
Many people think estate planning means writing a will. But a will alone leaves your family exposed in ways you may not expect: it does not avoid probate, it does not address incapacity, and it does not coordinate with beneficiary designations on retirement accounts and life insurance.
A complete estate plan addresses all of these gaps — ensuring that your assets go where you intend, that someone you trust has authority to act if you are incapacitated, and that your healthcare wishes are documented and legally binding.
Attorney Goldstein works with individuals and couples to build a coordinated estate plan tailored to their family situation, asset profile, and long-term goals.
WHAT’S INCLUDED
A full estate plan includes all the documents needed to protect you and your family.
Directs distribution of assets and names guardians for minor children
Avoids probate and provides for smooth, private asset transfer
Authorizes someone to manage your finances if you are incapacitated
Names someone to make medical decisions on your behalf
Documents your wishes for end-of-life medical care
Captures any assets not in your trust and directs them there at death
Allows your healthcare proxy to access your medical information
Coordinates your plan with retirement accounts, life insurance, and joint assets
FLAT FEE PACKAGES
Estate planning services are offered at flat fees — so you know exactly what you are paying before we begin.
INDIVIDUAL
$1,200
Flat Fee
COUPLE
$1,800
Flat Fee
WITH TRUST
$4,500
Flat Fee
THE PROCESS
We discuss your family, assets, and goals to design the right plan for your situation.
Attorney Goldstein drafts all documents in your plan — tailored to your specific circumstances.
We review every document together and execute them with proper legal formalities.
Your plan is yours to keep — and we are available when life changes require updates.