You’ve worked hard to build the life you love. You move across the country, leaving behind toxic relationships, and create a future filled with happiness, success, winning the lottery, and have amassed amazing assets. You’ve even told your new friends that no one from your past, including estranged family members, should ever inherit a dime of what you’ve earned.

But without a will or estate plan, the court won't know about your wishes. New York State’s default intestacy (dying without a will) laws will decide who inherits your estate if the unexpected happens. This could mean your estranged family members - siblings, children, or others you’ve intentionally left behind - could swoop in to claim your assets, leaving your chosen friends with nothing but the burden of sorting out the mess.

Don’t leave your legacy in the hands of the State. Estate planning isn’t morbid - it’s empowering. It’s how you ensure that you decide what happens to everything you’ve built, protecting your future and the people who matter most.

We’ll start by discussing the documents you need and want. After signing a contract and paying the invoice for our services, we’ll gather the necessary details about your wishes, assets, and family situation by completing some Estate Planning Worksheets to help us create your documents accurately and efficiently. All personal information will be kept confidential and organized to make any future probate process as smooth as possible if needed.

At Honest Paralegal Services, we prioritize transparency and convenience for our clients. That’s why we’ve introduced the My Case Client Portal - a secure, user-friendly platform where you can track the progress of your case, upload necessary documents, and communicate directly with us. 

Setting up your portal is simple: we’ll send you an invitation via email with a unique link to create your account. Once registered, you’ll have 24/7 access to your case details, ensuring you’re always informed and in control. Let us help you stay organized and confident throughout the process.

Once we receive all the required information, we will prepare your estate planning documents to ensure they are clear, well-organized, and compliant with New York State procedural requirements. You’ll have the opportunity to review drafts of your documents securely through our Client Portal system before finalization.

Once you approve your documents, we’ll schedule a meeting with your designated proxies to ensure they understand their roles and responsibilities if the documents are ever needed. You’ll then receive a complete packet of your original estate planning documents, along with organizational paperwork to help your loved ones manage your affairs smoothly in case of an emergency or when probate is required.

We hear all the time that "funeral pre-planning is only for those who know they're dying!" Well, don't we all know we're going to die eventually? 

Do you want to place that burden on your family and friends? Why not plan for an increasingly expensive service ahead of time so that nobody is left behind who needs to make these decisions while they're grieving.

Contact any of our partnered Funeral Directors for more information and assistance in making the decisions YOU would want made.