Plan today so you don't have to worry about tomorrow.
You’ve got enough to worry about without thinking about who makes sure your kids are taken care of if you’re not there to take them to soccer practice, makes sure they don’t eat peanut butter, and makes sure they always have clean underwear.
Let’s take one thing off you plate by getting started with your Revocable Living Trust.
Are you ready to get your peace of mind?
You’re the expert in your life, your family.
You’re the person who keeps all the balls in the air.
You’re worried that your best friend and partner will lets the balls fall if something happens to you.
That’s why you’re here.
You want to know how you can keep the balls in the air if you’re not there to do the juggling.
That’s why we’ve created the Giving Forward Program which include essential legal planning tools and documents to satisfy even the most thorough of planners.
There’s a better way to juggle everything and keep your family on task
Imagine if you could just wave your magic wand and your kids and your spouse would always know the answer to all the questions they ask you.
Imagine your spouse would know what day what bills are due, what day the kids had dance class, gymnastics, what days their tests were, and which child could eat his beloved peanut butter and pickle sandwiches.
Imagine you wouldn’t have to worry how your family would keep moving along if something happened to you, if you didn’t have to bear the additional emotional labor of thinking, “What if those test results come back positive?” or think about, “Can my partner really handle this without me?”
What if we told you that you don’t have to imagine?
What if that world existed?
The Will that you create is better because it’s designed for you by you
What if I told you that you can personalize the law? You can change how some laws applies to you simply with the swipe of your pen? You've always heard that the pen is mightier than the sword, you can prove that with your Last Will and Testament.
You’d feel like a rock star, right? You’d put on your pink suit and just Elle Woods it up.
What happens when you sit down each week or month to put together your journal or your family calendar?
You add only your family’s events, right? Maybe you add a friend’s birthday party, a kid’s test date, or a religious holiday, but only the events that your family celebrates.
Why do you do that?
Because it’s your calendar for your family. You started with a blank calendar and filled it with dates and events that are only important to you.
Imagine if you borrowed your friend’s family calendar. It’s totally useless to you, right? You don’t care when your friend’s daughter has softball practice because your daughter plays volleyball. The date, time, and location of your friend’s daughter’s softball practice is totally useless to you and doesn’t deserve a line on your calendar.
Your Last Will and Testament is the same as your family calendar. It’s yours. It has to tell your story.
It doesn’t do you any good to copy your neighbor’s Will. That’s like trying to drop off your daughter for volleyball practice at a softball field. It just doesn’t make sense.
Just like your customized and personalized calendar, your Will and your estate plan need to be customized and personalized to fit you, your lifestyle, and your family.
Plan and Create your Revocable Living Trust with the Giving Forward Program
Over the years, we kept hearing from our clients that creating a Will or a Trust was confusing, stressful, and overwhelming... that is until they came to see us
Whether they went to see a seminar at a restaurant, bought a book online, or even paid an online company, they were left feeling like that didn't have it quite right. It was too much, it was too little, it was an anti-Goldilocks situation.
The Giving Forward Plan is designed to take away the confusion, stress, and overwhelm and help you to create a plan as unique as you are.
How does this work?
Like any good plan, it starts off with a plan! When you create your Last Will and Testament with the Giving Forward Program, you'll follow the 3Ls Method to make sure that everyone you care about it taken care of.
First "L" : Plan for Life
Step 1. Gather Information
The first step of creating your Will or Trust is to gather information and your life. Your life might seem easy, but that's because it's your life. Imagine if someone else had to step in to run your life without you leaving a guide book. Tough right? We'll guide you through what information you need to gather and where to store it so it can be easily accessed during this process.
Step 2. Organize Information
Once you've gathered all your information, it's time to organize it by type. This has two benefits, the first is that you'll get a clear picture of your life, and the second is that you'll be able to choose the right kind of plan for you and your family.
Second "L" : Plan for Love
Step 1. Name all Family Members and Potential Beneficiaries
It's time to name all family members, that's spouses, parents, and kids (and anyone you want to name as a beneficiary).
Step 2. Plan for their success if you're not around
Once you've named all your loved ones, it's time to figure out how you want to plan for their success if you're not around. It's hard to think about your kids being raised without you, but with a solid plan, you can ensure that they will know that you loved them and planned for them to succeed.
Step 3. Choose the plan that fits your family
Now that you've figured out what your family members need to succeed, you can pick the right kind of plan for your family. You won't have to worry about being confused by a Will or a Trust, because you'll know exactly the right kind of plan.
Third "L" : Plan for Legacy
Step 1. Choose your Beneficiaries
You now have a list of all your family members and closest friends, and you've figured out what they need to succeed without you. It's time to choose which of your family members will be beneficiaries and receive money or items from you when you die - don't worry, you can select all of them! You don't have to choose favorites - or at least make it obvious who is your favorite.
Step 2. Choose their Legacies
After selecting who is a beneficiary and knowing what they'll need to succeed, you'll need to decide if that is the legacy that you want to leave for them.
Step 3. Choose the right Fiduciaries
Now it's time to choose the right people to make sure that your beneficiaries receive their legacies. It's not only an honor to name a person as an executor or trustee, it's also a burden and requires choosing the right person
After you've done all this work, it's time to make it legal
You've made all the tough choices now. You've figured out everything you have your life, determine what your loved ones need to survive without you, and the legacy that you want to leave behind for them. The last thing you need are the documents with your plan.
We got that part. We'll craft the documents you need to enact your Giving Forward Plan.
Why is this better than some online document company?
Because we’re actually lawyers. They’re not.
We did the whole “Elle Woods” thing and went to law school.
We’re also actual people.
When we work together, you’ll be speaking with us, not going through a “customer service representative” who can’t help you make a decision on what you should do next.
We don’t even have a phone tree set up, so you won’t get lost in voicemail land.
You get our direct phone numbers. That means when you call our number, you get us.
Beyond that, you’ll get one an one attention from us at every step of the process to make sure that your estate plan matches your goals.
Your goals become our goals and we’re going to hold you accountable to accomplishing them.
We believe in fairness and availability of information. That's why we never charge you more for owning more stuff. Use the calculator below to estimate your investment in creating your Giving Forward Plan.
Some A's for your Q's
Yes, we are! Both Julia and Kathrine graduated from Rutgers University, School of Law in 2013. Funny enough, they were in the same class, but didn't meet until two years after law school at a networking event. Go Raptors!
Yes, we do! We have three standard payment options: (1) all up front, (2) over 6 months, (3) over 12 months. We also have a "Make us an offer" payment plan option, but you've really got to convince us that we should deviate from our standard offerings.
We love your eagerness and we want you to start now, too, however because we're attorneys and we'll be working with you one on one, we need to make sure that we want to work together.
We also have to do something called a "conflicts check," which means that we have to make sure that when we work with you, we won't be hurting any of our previous clients.
We do not offer refunds because we do not receive payment until the work is performed. Attorneys are not like contractors. We have to have something called a "trust account," which is where we keep all the money that we haven't earned yet. This means that you will only ever be paying us for work that we've completed, or it goes into the trust account. Our Giving Forward Plans are valued and paid in increments such that you will be always be paying for service as it's received.
We work with planners in New Jersey and Pennsylvania.
"two months of studying + two day exam"
We do have relationships ith attorneys in other states, so we might be able to recommend an attorney to assist you with creating your Last Will and Testament.
You can create either a Last Will and Testament or a Revocable Living Trust with the Giving Forward Program. While we will make suggestions and recommendations, the choice is up to you in how you protect your family.