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Peace-of-Mind Legal Prevention: Concierge Subscription Services

Get answers to your legal questions before issues become a mountain of trouble! Stay on top of your life and make better choices with better knowledge-based solutions.

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Choose between a monthly concierge subscription fee billed at $499/month on the first of each month as a recurring credit card charge, or a $5700 one-time credit card payment for an annual concierge subscription, a savings of $288 on the monthly subscription. Annual subscribers also get one review of their estate plan per year in addition to all of the other benefits.

 

As a member of the Law Firm’s Concierge Subscription membership, you have access to the following concierge services:

  • Invitations to concierge member-only panels and talks on legal subjects

  • Monthly email newsletter

  • One 30-minute scheduled Zoom call per month

  • Up to 10 email exchanges per month

  • Concierge subscription fee includes legal consultation only on the following matters: wills, trusts, probate of a Will, administration of an estate, when to litigate an estate, special needs children and adults, mental capacity issues, long-term care issues, guardians, Power of Attorney, Heath Care Proxy, Living Will, estate planning for blended families, charitable planning and gifts, planning for business continuation after incapacity or death, legacy planning for your children and grandchildren. No other areas of law or matters are covered by the Concierge Subscription Service.

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The Concierge Subscription Fee does not include drafting of documents, document review, litigation, or representation on client matters. Clients may choose to retain the law firm and proceed under a Prix-Fixe agreement for Prix-Fixe services, or by billable hour for A La Carte services. (see below)

 

For more information and to subscribe, please email directly. 

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Prix Fixe Services 
 

These services are competitively priced and include the items listed below.  Clients may add more services to these packages, and will be provided with a cost estimate before any work is done on these additional services.

  • Estate Planning Package (per person) – $1,000

    • Simple Will

    • Living Will

    • Power of Attorney for Financial Matters

    • Power of Attorney for Health Care

    • Other discretionary documentation required by law

 

  • Domestic Partnership/Cohabitation Agreement – $1,200 

 

  • Nonprofit Organization Startup Package* – $1,000

    • Registration of corporate name

    • Articles of Incorporation

    • Organizational By-laws

    • Procurement of EIN (tax ID)

 

        *for NY State only

 

  • LLC Formation – $1,000**

    • Registration of corporate name

    • Articles of Organization

    • Corporate Operating Agreement

    • Corporate shares

    • Procurement of EIN (tax ID)

 

         **plus state filing fees and publication costs

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  • One-Hour Consultation – $500

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A La Carte Services 
 

Below are additional services that can be tailored to meet your individual needs:

  • Wills

    • Individual with Spouse, Adult Children and over $1.5 million in Assets

    • Married Person with Multiple Minor Children

    • Second Marriages

  • Trusts

    • Revocable

    • Irrevocable, including Special Needs Trusts and Medicaid Asset Protection Trusts

  • Prenuptial & Postnuptial Agreements

  • Co-op Board Counsel

  • Probate and Administration of Estates

  • Real Estate Transfers into Trusts

  • Nonprofit Organization Creation Full Package, including filing for 501(c)(3) tax-exempt status  

    • ​File all documents for federal & state tax-exempt status 

    • Draft all required policy statements

    • Draft fundraising, economic development, and management plans

    • Register the nonprofit with all required federal and state governmental offices

    • Prepare documents for the first board meeting

    • Be present at the first board meeting to answer questions about the formation process

  • Civil Litigation

    • Wills contests

    • Real estate partitions and evictions

    • Guardianship proceedings

    • Surrogate court proceedings

  • Review of Self-Prepared Legal Documents

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