The Best Time to Plan Your Estate is Now.
None of us likes to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. Do not wait. You can put something in place now and change it later…which is exactly the way Estate Planning should be done.
The Best Benefit is Peace of Mind.
Knowing you have a properly prepared plan in place - one that contains your instructions and will protect your family - will give you and your family peace of mind. This is one of the most thoughtful and considerate things you can do for yourself and for those you love.
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We Have Your Alternative to the High Cost of Legal Services.
It’s tempting to turn to technology for quick answers. New websites and software packages pop up daily, stressing themes such as do-it-yourself, it’s so easy, and it’s free. While these options may be intriguing, they leave many unanswered questions.
For years, I have been assisting Clients with their Estate Plans. Over the years, however, I have learned that too many people find the In-person Estate Planning Process overwhelming and emotionally difficult. The fees associated with the Process are also a deterrent to many.
RJ Fichera and Associates Provides Expert, Customized Legal Assistance
Estate Planning is about your life, your assets, your wishes. No two circumstances are the same. Our experienced staff and partners understand all the nuances of Estate Planning, including the legal complications when planning for blended and, or non-traditional families.
We listen to your Life-Story and provide you with your options, giving you the information you need to make the right choices for you and your loved ones. Then we do the work for you — all at a reasonable, affordable price.
WE OFFER LARGE FIRM RESOURCES WITH A SMALL FIRM FEEL
At RJ Fichera and Associates, we utilize a team of experienced experts that can address your every Estate Planning need. Thanks to this team or network approach, we can provide the same “one-stop shopping” and expertise you find in a large Law Firm, with the personalized service you expect from a Boutique Firm.
With the advent of new technology, some people have turned to store-bought "do-it-yourself" kits or ‘non-lawyer on-line "go-it-alone" document packages. These alternatives tend to take a one-size-fits-all approach, and they often fail to meet your unique needs. In addition, they can lead to unintended outcomes, which ultimately do not accurately reflect your wishes.
That's why we partnered with a group of Attorneys and Web designers to make available to you the "Virtual Estate Planning System."
This user-friendly system empowers our Clients to participate in the creation of their Estate Planning Documents, including Wills, Trusts, Powers of Attorney, and Health Care Powers, with legal guidance and counsel.
By completing a series of easy-to-understand questions and answers, our Virtual Estate Planning System allows the user to create his or her own Customized Estate Plan from the comfort of their home. But unlike other low-cost alternatives, every Estate Plan is created with the participation of an attorney before, during, and after the Process, all of which is tailored to the Client's particular needs and wishes. Every option, issue, and problem is addressed, and every item is carefully explained.
Our Virtual Estate Planning System dramatically reduces the amount of Attorney time customarily necessary to create an Estate Planning Package. These savings are passed along to you. The cost of completing a Client-Assisted Estate Plan is approximately one-half (1/2) of what would be the normal In-office Price charged by most law firms.
Using our Virtual Estate Planning System, you can eliminate the apprehension and high cost of creating your Estate Plan. And you can be confident in knowing that you are dealing with a knowledgeable Attorney in a very economical way. Get started today!
WE’LL GET YOU ORGANIZED
Estate Planning inevitably requires documents, forms, statements, and records. We can help you keep this information organized and secure for your own Estate Planning needs and provide it for your Executor. We can also make sure you know just what you need for ongoing review, updates, and alternatives in the event life brings new changes or challenges. This allows you to have all the documentation at your fingertips.
RJ Fichera and Associates will approach the preparation of your Estate Plan with a focus on your unique needs and present to you a full range of options that suit your particular situation, including:
Last Will & Testament
Revocable Living Trust
Tax Shelter Trust
Power of Attorney
Special Needs Planning
INFORMATION YOU MAY NEED TO GATHER BEFORE YOU BEGIN
Your Full Legal Name. This should be the name you use for employment, voting, driver's license, and other personal information.
Your Spouse’s Full Legal Name.
Your Children’s Full Legal Names and Birthdates.
Full Legal Names of Children’s Guardians.
Your Property. An inventory of real estate, vehicles, and other items you will be specifically leaving a particular person.
Beneficiary and Successor Beneficiary Names. The names of the people to whom you will be leaving your assets and the successor beneficiary if your first choice predeceases you.
Trustee and Alternate Trustee Names. Full legal names of the person who will be managing the money for your beneficiary and full legal name of an alternate trustee.
Executor and Alternate Executor. The full legal name of the person(s) who will be settling your estate. Include an alternate person.
Pet Caretakers. The name and description of the pet and the name of a caretaker who will care for them. And if there is an amount of money you would like to leave to care for your Pet(s).
For more information, review our VEPS Page, or please click here to REGISTER and complete the simple QUESTIONNAIRE – and review the various ways that we can assist you and your family with your Estate Planning.
It is time to begin. Get started today - For Free!
Working with an Estate Attorney.
Every person and every family has unique personal, financial, and business situations.
Choosing an Estate Planning Attorney and Advisor is a crucial decision. That person should be an experienced attorney with knowledge of the law and business and financial matters. Just as importantly, he or she needs to be sympathetic and empathetic so that you may feel at ease and be comfortable in sharing your most personal details.
Cost of an Estate Plan.