We completely understand how easy it is to let life get in the way.
But there will never be a better time to tackle your estate plan than right now.
Your financial advisor recommended you get one, but you never followed up
It would have been good to do before that international family trip…a year ago
When your aunt passed you knew it was time, but it’s been eight months
You meant to do it before the birth of your first child, now you have two
“Create Estate Plan” Has Been on Your To-Do List for Years…
Ready for the relief you’ll feel when you finally check “create estate plan” off your to-do list?
Your family will avoid probate, which can be stressful, time-consuming, and expensive
Your wealth will transfer in the most tax-efficient way possible
Your family will know exactly how you want your most treasured assets handled after you’re gone
Your medical and financial wishes are clearly outlined in the event of an accident
With an estate plan, you’ll have peace of mind knowing:
Let Ladimer Law Help You with Your Estate Plan Today
See what's included:
Estate planning is a process that too many people put off until “later.” But for some people, “later” never comes and their heirs are left with too many unanswered questions. Because none of us knows what the future holds, right now is the right time to tackle estate planning.
We offer a seamless, almost entirely virtual process that allows you to create your estate plan on your own schedule. We’ll ensure you have a personalized plan that lays all of your wishes out in detail, and we’ll walk you through every step. The only time you’ll need to come to our office is to sign the final papers–and we’ll even bring them out to your car!
Knowing that you’ve documented your final wishes will provide tremendous peace of mind to you and your family.
With Ladimer Law, Creating Your Estate Plan Is Quick and Painless…We Promise!
Investment: On average, our clients spend $3,500 for estate planning or $5,900 for estate and tax planning.
Discounted updates to your Wills and Trusts
Enrollment in our Continuing Client Care Program, which gives you complimentary annual updates to your durable power of attorney, health care proxy, and HIPAA release
Annual reviews
Unlimited emails, phone calls, and meetings (virtual or in-person)
Document review with unlimited changes
Roadmap to avoid probate for your specific situation
Option to add customized tax planning
Tailored estate planning
Our 90-Day Private Estate Planning Services Include:
For when you're not actually "all set"
Edward M.
“If I could give Ladimer Law six stars, I would!”
Claudia T.
“The whole process was accomplished with very little effort on our part, which was wonderful.”
C. Cooper
“I highly recommend Ladimer Law if you want peace of mind with your estate.”
J.L.
“Had an excellent experience working with Julie and her team.”
Lisa C.
“Julie makes it all so simple to get important things done.”
Erika S.
“10/10 would recommend!”
Prior to our planning meeting ($399), you’ll receive a detailed questionnaire so our team can familiarize ourselves with your specific situation (assets, family members, etc.). If you move forward and work with us, this $399 is credited toward your Estate Planning Service investment.
Initial Questionnaire
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During this meeting, we’ll review our recommendations for your estate plan. You’ll also have the opportunity to talk about any concerns and goals you have and ask any questions. We’ll quote you a flat fee for creating your estate plan and send our agreement over after the meeting.
Planning Meeting
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You’ll receive a link to fill out questionnaires online regarding who you want to name in your documents and how you'd like your assets divided. These can be filled out on your schedule at a time that's convenient for you. We use an online drafting software to save you time and eliminate human error when filing your forms.
Estate Questionnaires
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Our team will draft your estate planning documents. We’ll send them over with detailed videos explaining each section that you can watch on your own time. You'll have ample opportunity to ask questions via email as you’re reviewing everything. Then, we’ll hop on a 30-min Document Review Meeting via Zoom.
Document Review
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The only time you’ll need to come to our office is for a 15-minute document signing (done from your car). Signing is fast and easy since we’ve already reviewed everything together. You’ll receive hard copies by mail and you can access digital versions from an app on your phone. You’ll also have 90 days to review everything and make any changes.
Document Signing
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Frequently Asked Questions
Unfortunately yes, these documents require two witnesses plus a notary. However, we’ve developed a really organized process that allows you to stay in your car and sign all of your documents within 15 minutes.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
Our 5-step process is super streamlined. So as long as you fill out your questionnaires and get us your information in a timely manner, we can typically have your finalized estate plan within three to four weeks.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
With our custom Estate Planning Services, you’ll automatically be enrolled in our Continuing Client Care Program. This gives you complimentary annual updates to your durable power of attorney, health care proxy, and HIPAA release.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
Our initial consultation fee is $399. If you decide to work with us, this will be applied to your custom Estate Planning Service. Typically, our clients spend around $3,500 for estate plans and $5,900 for estate and tax planning. The investment can increase depending on the number of beneficiaries, amount of property and assets, and any special tax circumstances.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
No, in short a will is part of your estate plan. An estate plan is more comprehensive and includes all of your assets (everything from large investment accounts and real estate to your instagram account and library card). The Will only covers probate assets, which are assets in your name only at death. For example, if you have a co-owner, beneficiary, or a trust owning an asset, those will pass automatically, and the Will will not apply.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
There are lots of reasons it’s better to avoid going through the courts. First, the courts are extremely slow as they’re generally understaffed and still backed up from COVID. Second, you’ll need an attorney to file complex and time-consuming paperwork if you go through the courts. The attorney’s fees to do this cost more than getting your estate plan done in advance. Third, everyone is named in the Will and an heir at law must be given notice of someone passing. So if you disinherit someone, they will still get notice that they’re being disinherited. And lastly, anything filed at the court is public record.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
Yes, for now we only work with clients based in Massachusetts.
Do you only work with clients based in Massachusetts?
What's the advantage of avoiding going through the courts?
Is an estate plan the same as a will?
What's the investment for creating a custom estate plan?
What if I need to make changes to my documents in the future?
How long does this process typically take?
Will I have to sign documents in person?
Yes, for now we only work with clients based in Massachusetts.
Do you only work with clients based in Massachusetts?
There are lots of reasons it’s better to avoid going through the courts. First, the courts are extremely slow as they’re generally understaffed and still backed up from COVID. Second, you’ll need an attorney to file complex and time-consuming paperwork if you go through the courts. The attorney’s fees to do this cost more than getting your estate plan done in advance. Third, everyone is named in the Will and an heir at law must be given notice of someone passing. So if you disinherit someone, they will still get notice that they’re being disinherited. And lastly, anything filed at the court is public record.
What's the advantage of avoiding going through the courts?
No, in short a will is part of your estate plan. An estate plan is more comprehensive and includes all of your assets (everything from large investment accounts and real estate to your instagram account and library card). The Will only covers probate assets, which are assets in your name only at death. For example, if you have a co-owner, beneficiary, or a trust owning an asset, those will pass automatically, and the Will will not apply.
Is an estate plan the same as a will?
Our initial consultation fee is $399. If you decide to work with us, this will be applied to your custom Estate Planning Service. Typically, our clients spend around $3,500 for estate plans and $5,900 for estate and tax planning. The investment can increase depending on the number of beneficiaries, amount of property and assets, and any special tax circumstances.
What's the investment for creating a custom estate plan?
With our custom Estate Planning Services, you’ll automatically be enrolled in our Continuing Client Care Program. This gives you complimentary annual updates to your durable power of attorney, health care proxy, and HIPAA release.
What if I need to make changes to my documents in the future?
Our 5-step process is super streamlined. So as long as you fill out your questionnaires and get us your information in a timely manner, we can typically have your finalized estate plan within three to four weeks.
How long does this process typically take?
Unfortunately yes, these documents require two witnesses plus a notary. However, we’ve developed a really organized process that allows you to stay in your car and sign all of your documents within 15 minutes.
Will I have to sign documents in person?
Frequently Asked Questions
Kim S.
“Ladimer Law explains the details of estate planning in a clear, understandable way backed by tons of knowledge and no pressure. Whether you are just starting a family or are on your way to retirement they are specialists in all areas.”
Ellen C.
“We had a fabulous experience updating our estate planning. Julie and Joanne were extremely helpful and responsive. Made the process very easy. I would highly recommend them to anyone looking to get their affairs in order!”
Foris A.
“We have used Julie and Joanne for several different estate planning documents. They are knowledgeable, provide expert guidance, follow through on commitments, and were really pleasant to deal with. I would highly recommend them.”
